An asset allocation plan should consider which of the following factors?
I. economic outlook
II. capital preservation
III. changing investment goals
IV. investor risk tolerance
A) II only
B) II, III and IV only
C) I, III and IV only
D) I, II, III and IV

Question

Quizplus · Accepted Answer

An asset allocation plan should consider the economic outlook, capital preservation, changing investment goals, and investor risk tolerance. These factors help in creating a balanced and effective investment strategy tailored to an individual's or entity's specific needs and circumstances.

An Asset Allocation Plan Should Consider Which of the Following