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Financial Risk and Portfolio Management Quiz

#1

Which of the following is NOT a type of financial risk?

Operational risk
Explanation

Operational risk is not a type of financial risk; it relates to operational failures and internal processes.

#2

What does CAPM stand for in finance?

Capital Asset Pricing Model
Explanation

CAPM stands for Capital Asset Pricing Model, a method used to determine the expected return on an investment.

#3

What is the primary goal of portfolio management?

To achieve a balance between risk and return
Explanation

Portfolio management aims to achieve a balance between maximizing returns and managing risk.

#4

Which of the following is a characteristic of diversification in portfolio management?

It reduces total risk
Explanation

Diversification reduces total portfolio risk by spreading investments across different assets.

#5

What is the concept of correlation in portfolio management?

It measures the relationship between two assets' returns
Explanation

Correlation measures the degree of relationship between the returns of two assets in a portfolio.

#6

What does 'beta' represent in the context of financial risk?

A measure of market risk
Explanation

Beta is a measure of an asset's market risk, indicating its sensitivity to market movements.

#7

What is the formula for calculating the standard deviation of a portfolio return?

∑(wi × (σi)^2)
Explanation

The formula for the standard deviation of a portfolio return involves the weights and variances of individual assets.

#8

What is the formula for calculating the expected return of a portfolio?

∑(wi × ri)
Explanation

The expected return of a portfolio is calculated by summing the products of weights and individual asset returns.

#9

In the context of portfolio management, what does the term 'alpha' represent?

Excess return relative to the market
Explanation

Alpha represents the excess return of a portfolio relative to its expected market return.

#10

What is the primary purpose of Monte Carlo simulation in portfolio management?

To estimate portfolio risk and return
Explanation

Monte Carlo simulation is used to estimate the potential outcomes of a portfolio under different market conditions.

#11

Which of the following is NOT a measure of portfolio risk?

Beta
Explanation

Beta is a measure of market risk and is considered a measure of portfolio risk.

#12

Which of the following is a limitation of the Capital Asset Pricing Model (CAPM)?

It does not account for unsystematic risk
Explanation

CAPM does not consider unsystematic (specific) risk in its calculations.

#13

Which of the following best describes the term 'portfolio optimization'?

Finding the best combination of assets to achieve a specific objective
Explanation

Portfolio optimization involves selecting the optimal combination of assets to meet specific investment objectives.

#14

What is the primary limitation of using historical data in portfolio management?

It does not account for future market conditions
Explanation

Historical data may not accurately reflect future market conditions, posing a limitation in portfolio management.

#15

What is the main objective of stress testing in portfolio management?

To assess the impact of extreme market conditions on a portfolio
Explanation

Stress testing evaluates how a portfolio performs under extreme market conditions, helping assess potential risks and vulnerabilities.

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