Question
Andrea, an Investment Advisor (IA), constructs a portfolio for his client Maria as follows: an S&P 500 Exchange-Traded Fund (ETF) as a large passive holding;
Andrea, an Investment Advisor (IA), constructs a portfolio for his client Maria as follows: an S&P 500 Exchange-Traded Fund (ETF) as a large passive holding; and smaller holdings in a US small-capitalization equities ETF, and a European mid-capitalization equities ETF. What investment strategy is Andrea using?
| Core and satellite. | ||
| Tactical allocation. | ||
| Liquidity management. | ||
| Transition management. |
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The Oxford Handbook Of The Sociology Of Finance
Authors: Karin Knorr Cetina, Alex Preda
1st Edition
0198708777, 978-0198708773
