GEMMA MATHEWS IS AN INDIVIDUAL INVESTOR EMPLOYING THE SERVICES OF S...

6. - CFA 2018 LEVEL 2 PORTFORLIO QUESTION BANK R47 THE PORFOLIO MANAGEMENT PROCESS AND THE IPS Q BANK
CFA 2018 LEVEL 2 PORTFORLIO QUESTION BANK R47 THE PORFOLIO MANAGEMENT PROCESS AND THE IPS Q BANK
6. Gemma Mathews is an individual investor employing the services of Serbi Capital. She tells the portfolio manager that her time horizon is short as she is well into her retirement period. Which of the following is most likely a suitable strategic allocation for Gemma? A. 70% Equities, 30% Bonds. B. 50% Equity, 30% Real Estate and 20% Bonds. C. 20% Equity, 80% Bonds.