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Question of the Week - Portfolio Management

AdaptPrepAdaptPrep Des Moines, IA, USAPosts: 211 Sr Associate
edited January 2015 in Level 1 Questions
Which of the following would most accurately describe the investment needs of an endowment?

Question of the Week - Portfolio Management 43 votes

Accumulate capital over the next 30 years to be payable for an uncertain number of future years
23%
rsparksbhalb691thendry7aventuradeepakpandey028gcompolongoryleibelsophiamullerkomrad.sRichie321 10 votes
Provide an inflation-adjusted amount, payable for the next 50 years
41%
AdaptPrepsmdekhanewm247ThomasWroverfanclubheath23sujanardxkennethfoote4MargotcosgrobdBittersweet71hamiltonmarianmihaiarhelpaPicknrollnilsenp06TheClaw 18 votes
Grow the assets over a long term, with varying inflows and outflows each year
34%
mdr42RandallK27TeemolkumarbnNedosaltman95afinego1EQ_ArbitrageanchalarunavasealMnktmcinernybvanove12Anastasiiaprem1619 15 votes

Comments

  • AdaptPrepAdaptPrep Des Moines, IA, USAPosts: 211 Sr Associate
    Provide an inflation-adjusted amount, payable for the next 50 years

    Each of these investment needs corresponds to a specific type of investor:

    Individual investor: Accumulate capital over the next 30 years to be payable for an uncertain number of future years

    Endowment: Provide an inflation-adjusted amount, payable for the next 50 years

    Defined benefit plan: Grow the assets over a long term, with varying inflows and outflows each year

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