Redemptions - Study guides, Class notes & Summaries

Define investment - Answer Investment is deferred consumption List the four major types of real assets other than land and other types of real estate. - Answer Natural resources, commodities, infrastructure, and intellectual property. List the three major types of alternative investments other than real assets in the CAIA curriculum. - Answer Hedge funds, Private Equity, and Structured Products Name the five structures that differentiate traditional and alternative investments - Answer ...

Define investment - ANSWER-Investment is deferred consumption List the four major types of real assets other than land and other types of real estate. - ANSWER-Natural resources, commodities, infrastructure, and intellectual property. List the three major types of alternative investments other than real assets in the CAIA curriculum. - ANSWER-Hedge funds, Private Equity, and Structured Products Name the five structures that differentiate traditional and alternative investments - ANSWER-...

An investor purchased and then sold a security eight months later for a gain. This gain is considered to be a short-term gain, and it will be taxed at a more favorable rate than long-term gains. Positions closed within 12 months or less are considered short term. When a gain is realized, it will be taxed at the same rate as the taxpayer's other ordinary income. By contrast, a long-term capital gain is taxed at a favorable long-term rate. If the dollar price of a municipal bond is 101...

The forward pricing rule applies to - Answer- purchases and redemptions of the shares of open-end investment companies The Windmill Alternative Energy Fund offers its shares to the public at the fund's net asset value (NAV) based on the next calculation of that figure. Based on this, you can say the fund is - Answer- no-load fund An investor purchases a call. She has - Answer- unlimited upside and limited downside Which of the following transactions may be made on margin? - Answer- The...

Cannon CTFA Prep Questions with complete Answers 2023 Jean and John Simmons are married and own their own home as tenants by entirety. When John dies the home is valued at $350,000. How much will be counted in his gross taxable estate? A. None, as it passes directly to his spouse, Jean. B. $175,000 - or one-half of the value C. $225,000 - or the full amount minus the $125,000 one-time exclusion for capital gains on a person residence. D. $350,000 - the full amount is includable. B. $175,...

Where and when was the first mutual fund created? - ANS - Netherlands late 1700s After the Netherlands, to which countries did mutual funds spread? - ANS - England, France, USA (1800s) When was the first open-end mutual fund created in the USA? - ANS - 1924 When was the first Canadian mutual fund established (CI Canadian Investment Fund)? - ANS - 1932 Which years in mutual fund history had huge economic downturns? - ANS - 2002 and 2008 Closed-end Mutual Fund - ANS - Fund with a set number ...

Financial Markets and Institutions- Final Exam Questions with Answers Chapter 12 - correct answers Mutual Funds LONG TERM FUNDS (capital markets) - correct answers-Equity funds (Invest only in stocks) -Bond funds (invest in the bond market) -Hybrid funds (invest in a combination of stocks and bonds) -Index funds (so formulated that the mimic the performance of an index) -Exchange-traded funds (a fund whose shares are listed on the stock exchange) SHORT TERM FUNDS - correct answers M...

CAIA Volume 1 Final Exam 2023 Define investment - CORRECT ANSWER-Investment is deferred consumption List the four major types of real assets other than land and other types of real estate. - CORRECT ANSWER-Natural resources, commodities, infrastructure, and intellectual property. List the three major types of alternative investments other than real assets in the CAIA curriculum. - CORRECT ANSWER-Hedge funds, Private Equity, and Structured Products Name the five structures that differe...

CFA 60: Introduction to Alternative Investments. Questions with Accurate answers. Graded A+ Document Content and Description Below CFA 60: Introduction to Alternative Investments. Questions with Accurate answers. Graded A+ Which of the following is least likely to be considered an alternative investment? Real estate Co mmodities Long-only equity funds - C is correct. Long-only equity funds are typically considered traditional investments and real estate and commodities are typically classified...

FINRA SIE Ch. 7 Practice Questions with Correct Answers Which investment company does NOT charge a management fee? - Answer️️ -A unit investment trust Shares of a closed-end fund are available on the NYSE at $21.50 per share. The customer will pay: - Answer️️ -$21.50 + a commission All of the following statements are TRUE about closed-end investment companies, EXCEPT that the: - Answer️️ -Shares may not sell below the current net asset value Which of the following stipulation...