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Chartered Investment Manager (CIM) Practice Exam · Question

A Canadian investor holds a diversified portfolio of GICs and bonds. The Treynor ratio for this portfolio is 0.08, while the Treynor ratio for their benchmark (Canadian Universe Bond Index) is 0.06. What can be inferred from this comparison?

The Treynor ratio measures excess return per unit of systematic risk (beta). A higher Treynor ratio (0.08 vs 0.06) suggests that the investor's portfolio genera

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Question: A Canadian investor holds a diversified portfolio of GICs and bonds. The Treynor ratio for this portfolio is 0.08, while the Treynor ratio for their benchmark (Canadian Universe Bond Index) is 0.06. What can be inferred from this comparison?

Answer options: ✅ The investor's portfolio generated superior excess return per unit of systematic risk.

  • The investor's portfolio had a higher total risk than the benchmark.
  • The investor's portfolio had a lower beta than the benchmark.
  • The investor's portfolio achieved lower absolute returns than the benchmark.

Correct answer: The investor's portfolio generated superior excess return per unit of systematic risk.

Explanation: The Treynor ratio measures excess return per unit of systematic risk (beta). A higher Treynor ratio (0.08 vs 0.06) suggests that the investor's portfolio generated more excess return for each unit of systematic risk taken compared to the benchmark.

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