Q.1.Suppose you are creating the questionnaire to assess investor consistency, write at least Seven questions by which you can assess the personality of investors’ behavior and decision-making style.
Q.2.What are the different Personality Types of Investors. As a Portfolio Manager, what type of investment strategy would you formulate for “Cautious Type” of Investors?
Q.3.Why Ethical Conduct is a key requirement for managing Investment Portfolios? Support your answer with an appropriate example.
Q.4.Write a situation when there is a need to rebalance the portfolio.
Answers