2021 Envestnet Advisor Summit - INV-004 - CE Quiz

Model Portfolios: Build It or Buy It – That is the Question

To receive continuing education credits for the session you just watched, please complete the quiz below. If you receive a passing score of 80% or higher, Envestnet will submit your information for CE credit on your behalf.

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This session is currently approved for one (1) CFP® credit and one (1) CIMA® credit.

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* 1. First Name:

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* 2. Last Name:

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* 3. Email:

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* 4. CFP Program ID:

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* 5. CIMA Program ID:

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* 6. What did Broadridge size the model portfolio industry at the end of 2020?

$4.8 Trillion

$4.6 Trillion

$2.4 Billion

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* 7. Broadridge projected the model portfolio industry to reach ________in 2025?

$8 Trillion

$$6.5 Trillion

$10 Trillion

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* 8. In the recent Natixis Study what percentage of advisors said that model portfolios provide a more consistent client experience?

25%

55%

75%

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* 9. A recent study by FP Transitions found that advisors that use third party models nearly___ the number of new clients each year?

Double

Triple

Quadruple

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* 10. The FP Transitions study also found that when using model portfolios advisors more than ______their annual asset growth?

Triple

Double

Cut in half

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* 11. What are the benefits in using ETFs in model portfolios?

Low cost

Tax Efficient

All of the above

None of the above

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* 12. Dynamic Asset Allocation is a portfolio management strategy that frequently_____

adjusts the mix of asset classes to suit market conditions

shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors

allocates a portfolio similar to a market index and applies a similar weighting as that index

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* 13. Absolute Return Strategy seeks to make positive returns by __________

by employing investment management techniques that differ from traditional mutual funds

by employing traditional investments

by employing 100% cash

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* 14. Which services are expected to be performed by advisors in the future?

Investments

Insurance

Concierge Services

All of the above

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* 15. What does ESG stand for?

Environmental, Social, and Governance

Environmental, Structure and Governance

Environment, Social and Giving