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Which of the following statements reflects the importance of the asset allocation decision to the investment process? (A) The asset allocation decision helps the investor decide on realistic investment goals. (B) The asset allocation decision identifies the specific securities to include in a portfolio. (C) The asset allocation decision determines most of the portfolio’s returns and volatility over time. (D) The asset allocation decision creates a standard by which to establish an appropriate investment time horizon.

User Simba
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2 Answers

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Final answer:

The importance of asset allocation to the investment process is that it influences the majority of a portfolio's returns and volatility over time. A diversfied portfolio is essential for mitigating risk and enabling favorable returns, and mutual funds offer a professionally managed pathway towards diversification.

Step-by-step explanation:

The asset allocation decision is a pivotal aspect of the investment process. Among the options provided, (C) The asset allocation decision determines most of the portfolio’s returns and volatility over time most accurately reflects the importance of asset allocation. Asset allocation involves distributing investments among various categories of assets, such as stocks, bonds, and cash, which inherently affects both the risk and return profile of a portfolio. A well-balanced asset allocation can mitigate risk and influence the potential for returns, hence playing a crucial role in reaching investment goals.

An investor aiming to construct a diversified portfolio seeks to spread out risk by selecting a mix of financial assets. While diversification doesn't guarantee economic success, it does increase the chances of favorable returns by investing across different asset classes. Being diversified reduces the impact of poor performance in any single investment on the overall portfolio. Important considerations for investors in financial markets include risk tolerance, investment time horizon, and expected returns, and these must be evaluated during the asset allocation process. Investing in mutual funds is one way to achieve diversification, as these funds are professionally managed and can be quite liquid, allowing for ease of converting assets to cash.

User Son
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5 votes

Answer:

(C) The asset allocation decision determines most of the portfolio’s returns and volatility over time.

Step-by-step explanation:

The investment is not only made with the decision based on return, but the funds available, the risk associated with the funds, the net effective return.

This basically determines the volatility of the funds the value of the funds, the price of the funds, and what portion of total investment shall be made to such individual funds.

In this manner, the most durable with maximum return is selected provided that the risk associated is acceptable.

Therefore, correct statement is

Statement C

User Tenedor
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