2025 BoB: Wealth Management Investment and Insurance

This phenomenon causes exponential growth in your investments and was called "the 8th wonder of the world" by Albert Einstein.

• Inflation

• Interest Rate

• Compound Interest

Which type of investment refers to non-traditional assets like collectibles, real estate, fine art, and gold?

• Alterations

• Alternatives

• Affirmatives

This refers to income you can potentially receive when buying a stock.

• Interest

• Capital Gains

• Dividends

This refers to pooled investments which are managed by professionals to grow the invested capital.

• Ponds

• Stocks

• Funds

Which of these matters most in the short-term?

• Flows

• Technicals

• Fundamentals

Which of these matters most in the long-term?

• Flows

• Techincals

• Fundamentals

This refers to a recommended mix of investments for each client risk profile.

• Risk Appetite

• Investment Fund

• Model Portfolio

This refers to a contract when the holder pays a premium and receives protection from risks or losses?

• Prenup Agreement

• Insurance

• Assurance

This involves the mixing of different investment types in order to reduce risk. This has also been referred to as "the only free lunch".

• Diversification

• Hybridization

• Rebalancing

A program that allows Philippine clients to invest directly into offshore investment funds

• Certified Investor Program

• Quantified Buyers Program

• Qualified Buyers Program