Activity/Assessment No.

4 - Set A

Name: _________________________________ Date: _______________ Activity/Assessment No. 4 - Set B

BSBA IV-FM Score: ______________
Name: _________________________________ Date: _______________
General Instruction: Write your answer in the blank space before the number. Any erasures, alterations, or BSBA IV-FM Score: ______________
the use of correction tape or white-out will make your answer incorrect. Spelling errors will also be
considered wrong. General Instruction: Write your answer in the blank space before the number. Any erasures, alterations, or
the use of correction tape or white-out will make your answer incorrect. Spelling errors will also be
IDENTIFICATION: Identify what is being asked in the following sentences or questions. considered wrong.

1. Refers to a systematic approach for overseeing and allocating investment funds to achieve specific
financial goals. Funds management strategy TRUE OR FALSE: Write "True" if the statement is correct and "False" if it is incorrect.
2. What is the process of periodically adjusting an investment portfolio to maintain its target asset
allocation called? Rebalancing 11. Behavioral factors in funds management have no impact on the long-term goals of the company.
3. Type of accounts, like 401(k) or Roth IRA, offer tax benefits for minimizing tax liabilities. Tax- False
advantaged accounts 12. Debt management strategies include reducing interest payments to minimize tax liabilities. True
4. Strategy involves selling securities at a loss to offset gains from other investments and reduce tax 13. Tax position management involves both minimizing tax liabilities and maximizing after-tax returns.
liabilities. Tax-loss harvesting True
5. What ratio is used to measure the return of an investment relative to its risk? Sharpe Ratio 14. Cross-border planning includes managing tax implications only within the company’s home
6. Term for distributing investments across various asset classes to reduce overall risk? country. False
Diversification 15. Rebalancing an investment portfolio ensures it stays aligned with the company's risk tolerance and
7. Tax strategy involves delaying the realization of income or capital gains to a future period with objectives. True
potentially lower tax rates. Deferral 16. Efficient funds management is unrelated to a company’s tax position management. False
8. Financial strategy refers to aligning investments with the time frame for achieving specific 17. Tax-loss harvesting involves selling securities that have increased in value. False
financial goals. Investment horizon 18. Diversification in investment strategy helps to reduce risk by spreading investments across multiple
9. Refers to the practice of minimizing tax liabilities in cross-border transactions by managing asset classes. True
financial transactions across jurisdictions. Cross-border planning 19. Tax-efficient funds aim to increase tax liabilities through frequent capital gains distributions. False
10. Tool used to ensure that a funds management strategy adheres to relevant laws and regulations. 20. Market analysis is the process of studying trends and conditions to inform investment decisions.
Compliance and regulation True

TRUE OR FALSE: Write "True" if the statement is correct and "False" if it is incorrect. IDENTIFICATION: Identify what is being asked in the following sentences or questions.

1. Efficient funds management is unrelated to a company’s tax position management. False 11. What ratio is used to measure the return of an investment relative to its risk? Sharpe Ratio
2. Tax-loss harvesting involves selling securities that have increased in value. False 12. Term for distributing investments across various asset classes to reduce overall risk?
3. Diversification in investment strategy helps to reduce risk by spreading investments across multiple Diversification
asset classes. True 13. Tax strategy involves delaying the realization of income or capital gains to a future period with
4. Tax-efficient funds aim to increase tax liabilities through frequent capital gains distributions. False potentially lower tax rates. Deferral
5. Market analysis is the process of studying trends and conditions to inform investment decisions. 14. Financial strategy refers to aligning investments with the time frame for achieving specific
True financial goals. Investment horizon
6. Behavioral factors in funds management have no impact on the long-term goals of the company. 15. Refers to the practice of minimizing tax liabilities in cross-border transactions by managing
False financial transactions across jurisdictions. Cross-border planning
7. Debt management strategies include reducing interest payments to minimize tax liabilities. True 16. Tool used to ensure that a funds management strategy adheres to relevant laws and regulations.
8. Tax position management involves both minimizing tax liabilities and maximizing after-tax returns. Compliance and regulation
True 17. Refers to a systematic approach for overseeing and allocating investment funds to achieve specific
9. Cross-border planning includes managing tax implications only within the company’s home financial goals. Funds management strategy
country. False 18. What is the process of periodically adjusting an investment portfolio to maintain its target asset
10. Rebalancing an investment portfolio ensures it stays aligned with the company's risk tolerance and allocation called? Rebalancing
objectives. True
19. Type of accounts, like 401(k) or Roth IRA, offer tax benefits for minimizing tax liabilities. Tax-
advantaged accounts
20. Strategy involves selling securities at a loss to offset gains from other investments and reduce tax
liabilities. Tax-loss harvesting