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Professional development Quiz: Module 2 – Managed portfolios and other investment structures
Managed Portfolio Academy
Module 2 ― Managed portfolios and other investment structures
Quiz: Module 2 – Managed portfolios and other investment structures
You’ll need to achieve a score of at least 80% to receive the assigned 1.0 CPD hour(s) for this module.
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Question 1 of 8
1. Question
Which of the following are true statements about managed portfolios and ETFs?
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Question 2 of 8
2. Question
How do managed funds and managed portfolios differ?
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Question 3 of 8
3. Question
According to Investment Trends data, what investment structure has experienced the highest growth in the industry in the last 5 years?
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Question 4 of 8
4. Question
Which of these statements are true regarding direct share portfolios?
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Question 5 of 8
5. Question
According to Travis Dudumas, advisers can potentially create greater tax efficiency benefits for clients by opting for a managed portfolio solution over a managed fund equivalent.
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Question 6 of 8
6. Question
How do the benefits of tax minimisation occur in managed portfolios?
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Question 7 of 8
7. Question
In the Platform Alpha case study 1 (Managed funds v Managed portfolios), how was Client A’s portfolio maximised after five-year switches?
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Question 8 of 8
8. Question
Applying case study logic in the Platform alpha paper, a client that invests in an equivalent managed portfolio rather than a similar managed fund will: