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Chartered Investment Manager (CIM) Practice Exam · Question

Which tactical asset allocation strategy involves shifting portfolio weights towards asset classes that are expected to outperform the market in the near term, often based on short-term market forecasts?

Tactical asset allocation is an active management strategy that attempts to capitalize on short-term market opportunities by deliberately deviating from the str

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Question: Which tactical asset allocation strategy involves shifting portfolio weights towards asset classes that are expected to outperform the market in the near term, often based on short-term market forecasts?

Answer options: ✅ Momentum

  • Buy-and-hold
  • Rebalancing
  • Dollar-cost averaging

Correct answer: Momentum

Explanation: Tactical asset allocation is an active management strategy that attempts to capitalize on short-term market opportunities by deliberately deviating from the strategic asset allocation. Momentum strategies fit this description, as they involve chasing recent trends.

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