Question #10

Reading: Reading 35 Exchange-Traded Funds - Mechanics and Applications

PDF File: Reading 35 Exchange-Traded Funds - Mechanics and Applications.pdf

Page: 3

Status: Correct

Correct Answer: A

Question
Suppose that a particular mutual fund is benchmarked against a large-cap equity index. The fund manager unexpectedly receives a large inflow of cash and wants to quickly equitize this cash. The ETF strategy most appropriate in order for the fund manager to achieve this goal would be:
Answer Choices:
A. excess liquidity management
B. portfolio completion
C. portfolio liquidity management
Explanation
Portfolio liquidity management entails equitizing excess cash. Portfolio completion strategies use ETFs to fill temporary gaps in portfolio allocation. Excess liquidity management is not a strategy defined in the CFA curriculum.
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