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Chartered Investment Manager (CIM) Practice Exam · Question

A portfolio manager uses derivatives to reduce the overall risk exposure of a portfolio without significantly altering its underlying asset holdings. This application of derivatives is best described as:

Hedging involves using derivatives to mitigate or offset potential losses from adverse price movements in an underlying asset or portfolio component.

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Question: A portfolio manager uses derivatives to reduce the overall risk exposure of a portfolio without significantly altering its underlying asset holdings. This application of derivatives is best described as:

Answer options:

  • Speculation.
  • Arbitrage. ✅ Hedging.
  • Leverage.

Correct answer: Hedging.

Explanation: Hedging involves using derivatives to mitigate or offset potential losses from adverse price movements in an underlying asset or portfolio component.

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