Quiz CISI - ICWIM - Valid International Certificate in Wealth & Investment Management Reliable Exam Guide

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CISI International Certificate in Wealth & Investment Management Sample Questions (Q152-Q157):

NEW QUESTION # 152
A bullet bond portfolio can have an advantage over a barbell bond portfolio because:

A. It only invests in short-dated bonds
B. A bullet portfolio does not require regular rebalancing
C. It is always riding the yield curve
D. The gross redemption yield is always higher

Answer: B

Explanation:
* Bullet Bond Portfolio
* Invests in bonds with maturities focused on a single date or time period (a "bullet").
* This structure eliminates the need for frequent adjustments as maturities naturally align with portfolio objectives.
* Barbell Bond Portfolio
* Invests in bonds with very short and very long maturities.
* Requires regular rebalancing to maintain the intended allocation, increasing transaction costs.
* Why the Answer is D
* A bullet portfolio simplifies management by focusing on a single maturity period, avoiding the complexity of rebalancing inherent in barbell strategies.
* ICWIM Study Guide, Chapter on Fixed-Income Strategies: Compares bullet and barbell portfolios.
* Bond Portfolio Management Principles: Highlights the operational advantages of bullet structures.
References

NEW QUESTION # 153
Establishing sufficient details about a client in order to give advice is known as:

A. Following know your customer procedures
B. Assessing suitability and affordability
C. Giving information on status disclosure
D. Determining attitude to risk

Answer: A

Explanation:
* Know Your Customer (KYC)
* A regulatory process requiring firms to collect sufficient information about a client to ensure advice is appropriate.
* It involves understanding the client's financial situation, goals, and risk tolerance.
* Why the Answer is D
* Establishing sufficient client details is the essence of KYC. It ensures compliance with regulations and prevents mis-selling.
* Why Other Options are Incorrect
* A. Suitability and affordability: Part of KYC but does not encompass all aspects.
* B. Attitude to risk: A component of KYC but not the full procedure.
* C. Status disclosure: Refers to informing the client about the advisor's regulatory status, not client profiling.
* ICWIM Study Guide, Chapter on Regulatory Compliance: Details KYC as a cornerstone of financial advice.
* FCA Guidelines: KYC is a mandatory process in the UK's financial services.
ReferencesThus, the correct answer isD. Following know your customer procedures.

NEW QUESTION # 154
A professional trader was given some price-sensitive, unpublished information in relation to a major grain supplier. As a direct result, they buy futures contracts on grain. Have they committed the offence of insider trading?

A. No, provided the futures contract is held to expiry
B. Only if they make a profit
C. No, futures on commodities are not defined as securities under insider trading regulations
D. Yes, regardless of profit or loss

Answer: C

Explanation:
Performance attribution analysis evaluates the performance of a portfolio by breaking it into components attributed to specific investment decisions. These include:
* Asset Allocation: The decision on the proportion of the portfolio allocated to different asset classes (e.
g., stocks, bonds).
* Sector Choice: Selecting specific sectors (e.g., technology, healthcare) within asset classes.
* Security Selection: Choosing individual securities within the selected sectors.
Risk analysis, while critical for investment management, is not typically part of standard performance attribution frameworks.
References:
* International Certificate in Wealth & Investment Management: Portfolio performance evaluation section.
* Standard attribution models: Brinson, Hood, and Beebower model widely used in performance attribution.

NEW QUESTION # 155
Why do investors demand a risk premium?

A. So that they can outperform the benchmark
B. To compensate them for accepting additional risk
C. To cover the tax payments on profitable trades
D. To cover the expenses of the fund manager

Answer: B

Explanation:
A risk premium is the additional return investors require for taking on higher risk.
* Formula: Risk Premium=Expected Return#Risk-Free Rate ext{Risk Premium} = ext{Expected Return} - ext{Risk-Free Rate}Risk Premium=Expected Return#Risk-Free Rate
* Why It Exists:
* Riskier investments (e.g., stocks, high-yield bonds) must offer higher returns to attract investors.
* Lower-risk assets (e.g., government bonds) have lower expected returns.
* Example:
* If a government bond yields 2%, but an equity portfolio yields 8%, the equity risk premium is
6%.
# Reference: CFA Institute (Risk and Return), CISI Wealth & Investment Management.

NEW QUESTION # 156
Which of the following is categorised as a soft commodity?

A. Copper
B. Lumber
C. Natural gas
D. Oil

Answer: B

NEW QUESTION # 157
......

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