TERRA FARMA IS IN HER EARLY THIRTIES AND HAS A STABLE, WELL-PAYING...

8. - CFA 2018 LEVEL 2 PORTFORLIO QUESTION BANK R47 THE PORFOLIO MANAGEMENT PROCESS AND THE IPS Q BANK 8. - 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
8. Terra Farma is in her early thirties and has a stable, well-paying job at a large multinational firm. She has a portfolio gifted to her by her father who is now concentrating on the family's business. Terra is risk averse and is not willing to take a large amount of risk in her portfolio. The portfolio manager should most likely:

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A. assume a low risk tolerance. B. counsel the investor and reach a resolution on the risk objective. C. assume a high risk tolerance.