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Carl Tyner is a portfolio manager for the Gibson State University (GSU) Endowment Fund. The GSU Endowment's Investment Policy Statement mandates a core-satellite portfolio for

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Carl Tyner is a portfolio manager for the Gibson State University (GSU) Endowment Fund. The GSU Endowment's Investment Policy Statement mandates a core-satellite portfolio for the equity portion of the Endowment's assets. The portfolio assets are managed with institutional commingled (or pooled) investment funds. The details for the managers of each of the commingled fiunds are presented in Exhibit 1 Exhibit 1. Investment Manager Data Assets under management (S millions) Weighted-average market cap (billions) P/E EPS growth (long-term projected) Dividend yield Portfolio active return Portfolio active risk Management fees & expenses (% ofportfolio) 0.40% Allocation to GSU Endowment Equity Portfolio 20% Manager AManager B Manager C $678 $4,200 $1,600 $50.60 $52.30$54.10 12.20 15.55 19.61 8.50% 11.00% 14.00% 2.90% 1.65% 1.00% 2.50% 0.00% 2.50% 4,00% 0,00% 4.00% 0.18% 45% 041% 35% The investment committee would like Tyner to invest a small portion, $2.0 million, in international equities. The committee suggests that the MSCI ACWI Index would be an appropriate benchmark for the intermational equity exposure. Tyner responded that there are several index strategies that GSU could use to gain exposure to the MSCI ACWI index. The committee wants Tyner to use a strategy that will minimize tracking error 8. Which of the managers most likely is following a passive investment strategy? A Manager A. B. Manager B. C. Manager C 9. Which of the managers is most likely following a growth investment style? A Manager A B. Manager B. C. Manager C 10. Which of the following substyles is least consistent with Manager A's investment style? A. Contrarian. B. High Yield. C. Momentum. 11. The portfolio active retum and portfolio active risk for GSU Endowment's equity portfolio are closest to Portfolio Active Return Portfolio Activ A 1.38% 1.38% 1.67% 1.61% 3.27% 3.27% 12. Which of the following index strategies for the international equity exposure is most appropriate given the investment committee's goal related to tracking error? A. Optimization. B. Style Indexing. C. Full replication. 13. Which of the following is most likely to have the highest investment cost associated with meeting the investment committee's tracking error goal? A MSCI ACWI ETF B. MSCI ACWI mutual fund C. Full replication of the index

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