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CRCR Exam Questions And Answers
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~ 1. The vendor may have access to qualified staff not available to that particular healthcare facility 2.Vendor may have technology that is not cost-effective for an individual healthcare facility to purchase and maintain 3. Vendor limits the need for internal requirements for hiring, traini...

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  • August 8, 2024
  • 102
  • 2024/2025
  • Exam (elaborations)
  • Questions & answers

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  • crcr exam questions and answers

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  • CRCR
  • CRCR

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CRPC Questions And Answers

Diversification


✓~ Acquiring assets with low or negative correlations to each other with the goal of

lowering overall risk




Correlation


✓~ - a relative measure of the degree to which the returns of two assets move

together

- range from +1.0 to -1.0


- in practice negative correlations are rare


- the further a correlation is from +1.0, the more diversified




Asset allocation


✓~ - the apportioning of available funds among a number of asset classes in a

way that meets the needs of a particular client, dampens the effects of periodic

market fluctuations, and meets investment goals




Four steps in the asset allocation process

, ✓~ 1) select asset classes to be represented

2) determine the percentage that each asset class should represent in the total

portfolio


3) Select individual securities


4) Review and rebalance




Strategic Asset Allocation


✓~ - determine asset mix that provides optimal balance of expected risk and ROR

- asset classes selected and % weight determined


- Used to develop long-term allocation policy


- utilizes rebalancing to maintain targeted weight




Tactical Asset Allocation


✓~ - used to develop short term strategies to exploit changes in market conditions

- ofter viewed as a contrarian strategy


- periodic revisions of asset mix; moving funds from over valued investments to

undervalued investments


- market timing strategy

,Core-Satellite asset allocation


✓~ 70-80% invested in broad index fund or etfs

- remaining satellite consists of actively managed MF's in niches such as sector

funds or alt investments like hedge funds




Contrarian Strategy


✓~




Dollar-Cost averaging


✓~ - investing regular amounts at regular intervals

- reduce market timing risk, improve cost per share




Low P/E strategy


✓~ Ratio of 1= fair value

Ratio > 1= overvalued


Ratio < 1= undervalued

, ** The long-term average P/E for stocks is 16




Bond Investment strategies (2)


✓~ 1) Ladder: Owning equal amounts of bonds along with maturities of equal

intervals; ex. 50k of bonds with 10k each in 2,4,6,8,10 year maturities

2) Barbell: Owning short-term and long-term bonds, each with a ladder; ex. 100k

of bonds with 10k each in 1,2,3,4,5 year maturities and in 16,17,18,19,20 year

maturities




Systematic Risk


✓~ P-purchasing power risk

R- reinvestment risk


I- interest rate risk


M- market risk


E- exchange rate risk




Social Security- Fully insured

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