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Chartered Wealth Manager GLO_CWM_LVL_1 Book

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Question 48

During “Financial Independence” life stage, typical asset allocation should be

Options:

A.

25% equities, rest in fixed income instruments

B.

50% equities, rest in fixed income instruments

C.

75% equities, rest in fixed income instruments

D.

100% equities

Question 49

"A borrower defaults on a secured loan of Rs. 50,000. The underlying security is worth Rs. 60,000. Which of the following is true? "

Options:

A.

"Bank can retain Rs. 50,000. Balance Rs. 10,000 has to be paid to the borrower."

B.

Bank cannot sell the underlying security because its value is higher than loan.

C.

"Bank can retain the entire Rs. 60,000"

D.

"The excess of Rs. 10,000 has to be shared equally between the bank and the borrower."

Question 50

Which of the following statements with regard to Human Capital is/are correct?

Options:

A.

Only II

B.

Only I

C.

Both I and II

D.

None of the above

Question 51

Which of the following statement is true?

Options:

A.

The Jensen index compares actual performance to the risk-adjusted required performance.

B.

The Treynor index assumes that portfolios are not well diversified.

C.

The Sharpe index standardizes performance by the portfolio's beta.

D.

Option A and B

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Exam Code: GLO_CWM_LVL_1
Exam Name: Chartered Wealth Manager (CWM) Global Examination
Last Update: Apr 19, 2024
Questions: 1057
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