AP 2022 - IAS Quiz

What are the 4 Pillars of PAM?

• Asset Allocation, Correlation, Diversification, Risk Management

• Diversification, Return, Rebalancing, Risk Management

• Asset Allocation, Correlation, Diversification, Rebalancing

• Correlation, Diversification, Rebalancing, Risk Management

When was GPS launched?

• February 2014

• February 2016

• November 2016

• November 2018

EasySave will be terminated after_________ non-receipt of funds.

• 3 consecutive times

• 3^rd time

• 3 suspensions

• All of the above

What is the minimum age to operate an IAS Account with Avallis?

• 21 years old

• 18 years old

• 16 years old

• 12 years old

What does AIM stands for?

• Avallis Investment Management

• Asset Investing Manager

• Autonomous Investment Management

• Avallis Investment Manager

When was PAM launched?

• 2002

• 2003

• 2010

• 2013

To do a switch from GPS 3 to API 3 for cash portfolio, what is required?

• IAS Transaction Form, FNA, Terms of Engagement, FATCA, Copy of client’s ID

• IAS Transaction Form, IAS Supplementary Form, IAS Redemption Declaration Form, Copy of client’s ID

• IAS PAM Switching Form, FNA, Terms of Engagement, CKA, Copy of client’s ID

• IAS PAM Switching Form, IAS Supplementary Form, CKA, Copy of Client’s ID

What are the Main Fund Selection Criteria used by the Investment Committee?

• Consistency, Momentum Effects, Performance, Volatility, Track Record

• Active Management, Correlation, Performance, Volatility

• Active Management, Fund Size, Performance, Volatility

• Consistency, Fund Size, Performance, Volatility