Complete question:
A. The portion of the funding that should be allocated to tax-free investments
B. The portion of the funding that should be maintained in readily accessible funds such as money market instruments
C. The customer's preference for investing via passively managed index mutual funds or via actively managed mutual funds
D. The investment philosophy and strategies employed by the fund manager of the chosen mutual fund
Answer:
The best answer is D
" The investment philosophy and strategies employed by the fund manager of the chosen mutual fund "
Explanation:
Since this person is rich and potentially in a high taxation role, the allocation of part of the assets in tax free municipal investments should be taken into consideration.
An emergency fund should always be maintained, so consideration should be given to the amount of funding allocated to money market fund investments. It should also be considered whether the customer believes in the management of passive assets or active assets.
Passive asset managers believe in the use of low-cost index funds -with the idea that nobody can do better than the market over time. Active asset managers believe that the correct "picking" of stocks enables a manager to surpass the market. The actual trading strategies employed by an active manager to achieve his results are not relevant to the portfolio construction.
Answer:
In states where the administrator has designated the IARD as the method for filing registration applications electronically, two exemptions are available. The exemptions are given in cases where the form that is filed cannot be accepted by the IARD and for hardships incurred through unexpected technical difficulties in filing. In such cases the investment adviser may file a manual application.
The right use for the Introducing SAFe resource is: Introduce stakeholders to SAFe to drive interest in SAFe training. Option D.
<h3>What is the SAFe resource in agile training?</h3>
For applying agile principles at an enterprise scale, there is a set of organizational and workflow patterns called the Scaled Agile Framework (SAFe). A body of knowledge known as the framework provides systematic direction on roles and responsibilities, how to organize and manage the work, and values to uphold.
Scaled Agile Framework, also known as SAFe, is a knowledge base used by development teams to integrate Agile ideas into big businesses. In order to make the methodology work for larger teams, it modifies the best practices of Agile project management.
With the help of this framework, larger teams can employ agile approaches like Scrum or Kanban. Leaders can develop and carry out the philosophy with the aid of SAFe training and certification programs.
Read more on SAFe training here:brainly.com/question/1235714
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Answer:
19
Explanation:
The euro is the sole currency of 19 EU member states: Austria, Belgium, Cyprus, Estonia, Finland, France, Germany, Greece, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Portugal, Slovakia, Slovenia, and Spain.
The goal in order to identify if the task are performed in a
poor or good manner and if there are any deficient KSAO’s in the workforce is
known as the task analysis. This is a process about having to use observation
as a way of having to understand tasks or details that are being performed and
if the goal has been reach.