100% satisfaction guarantee Immediately available after payment Both online and in PDF No strings attached
logo-home
CRCR Exam Questions And Answers $13.79   Add to cart

Exam (elaborations)

CRCR Exam Questions And Answers

 10 views  0 purchase
  • Course
  • CRCR
  • Institution
  • CRCR

~ 1. The vendor may have access to qualified staff not available to that particular healthcare facility 2.Vendor may have technology that is not cost-effective for an individual healthcare facility to purchase and maintain 3. Vendor limits the need for internal requirements for hiring, traini...

[Show more]

Preview 4 out of 102  pages

  • August 8, 2024
  • 102
  • 2024/2025
  • Exam (elaborations)
  • Questions & answers
  • CRCR
  • CRCR
avatar-seller
TestTrackers
CRPC Questions And Answers

Diversification


✓~ Acquiring assets with low or negative correlations to each other with the goal of

lowering overall risk




Correlation


✓~ - a relative measure of the degree to which the returns of two assets move

together

- range from +1.0 to -1.0


- in practice negative correlations are rare


- the further a correlation is from +1.0, the more diversified




Asset allocation


✓~ - the apportioning of available funds among a number of asset classes in a

way that meets the needs of a particular client, dampens the effects of periodic

market fluctuations, and meets investment goals




Four steps in the asset allocation process

, ✓~ 1) select asset classes to be represented

2) determine the percentage that each asset class should represent in the total

portfolio


3) Select individual securities


4) Review and rebalance




Strategic Asset Allocation


✓~ - determine asset mix that provides optimal balance of expected risk and ROR

- asset classes selected and % weight determined


- Used to develop long-term allocation policy


- utilizes rebalancing to maintain targeted weight




Tactical Asset Allocation


✓~ - used to develop short term strategies to exploit changes in market conditions

- ofter viewed as a contrarian strategy


- periodic revisions of asset mix; moving funds from over valued investments to

undervalued investments


- market timing strategy

,Core-Satellite asset allocation


✓~ 70-80% invested in broad index fund or etfs

- remaining satellite consists of actively managed MF's in niches such as sector

funds or alt investments like hedge funds




Contrarian Strategy


✓~




Dollar-Cost averaging


✓~ - investing regular amounts at regular intervals

- reduce market timing risk, improve cost per share




Low P/E strategy


✓~ Ratio of 1= fair value

Ratio > 1= overvalued


Ratio < 1= undervalued

, ** The long-term average P/E for stocks is 16




Bond Investment strategies (2)


✓~ 1) Ladder: Owning equal amounts of bonds along with maturities of equal

intervals; ex. 50k of bonds with 10k each in 2,4,6,8,10 year maturities

2) Barbell: Owning short-term and long-term bonds, each with a ladder; ex. 100k

of bonds with 10k each in 1,2,3,4,5 year maturities and in 16,17,18,19,20 year

maturities




Systematic Risk


✓~ P-purchasing power risk

R- reinvestment risk


I- interest rate risk


M- market risk


E- exchange rate risk




Social Security- Fully insured

The benefits of buying summaries with Stuvia:

Guaranteed quality through customer reviews

Guaranteed quality through customer reviews

Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.

Quick and easy check-out

Quick and easy check-out

You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.

Focus on what matters

Focus on what matters

Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!

Frequently asked questions

What do I get when I buy this document?

You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.

Satisfaction guarantee: how does it work?

Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.

Who am I buying these notes from?

Stuvia is a marketplace, so you are not buying this document from us, but from seller TestTrackers. Stuvia facilitates payment to the seller.

Will I be stuck with a subscription?

No, you only buy these notes for $13.79. You're not tied to anything after your purchase.

Can Stuvia be trusted?

4.6 stars on Google & Trustpilot (+1000 reviews)

76747 documents were sold in the last 30 days

Founded in 2010, the go-to place to buy study notes for 14 years now

Start selling
$13.79
  • (0)
  Add to cart