Loading…
CMFASPrepStudyingRES5
Switch exam
Financial advisory
RES5Financial Advisory Services✓Beyond simply restoring the original level of risk exposure, the underlying objective of portfolio rebalancing is to:
Drawing on the relationship between opportunity cost and risk diversification, rebalancing moves units from a fund to other funds with the objective of achieving the best portfolio returns within its risk profile.
Rebalancing manages returns within a risk profile; it neither locks in permanent equal weights nor removes opportunity cost altogether.
Practise more M9A Portfolio of Investments with an Insurance Element questions
Exam-style questions with worked answers, then full timed mocks. Free to start.
Build a daily practice habit — a few exam-style questions a day, with worked answers. Free to start.
Start practising →Original study material mapped to the public CMFAS M9A syllabus. Unofficial, not endorsed by MAS or SCI. Verify figures and rules against current guidance before relying on them.