In the portfolio revision step, it is assumed that, over time, the investor may change his or her
A) investment objectives.
B) benchmark portfolio.
C) brokerage firm.
D) pension fund.

Question

Quizplus · Accepted Answer

Portfolio revision involves reviewing and making changes to an investor's portfolio. One of the reasons for portfolio revision is a change in investment objectives. As an investor's goals and circumstances change, their investment objectives may also change. Therefore, A is the best choice as the correct answer. It is less likely that an investor would change their benchmark portfolio, brokerage firm, or pension fund in the portfolio revision step.

In the Portfolio Revision Step, It Is Assumed That, Over