l3 13 concentrated single asset positions

This class was created by Brainscape user Steven Popovic. Visit their profile to learn more about the creator.

Decks in this class (12)

a explain investment risks associated with a concentrated position in a single asset and discuss the appropriateness of reducing such risks;
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b describe typical objectives in managing concentrated positions;
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c discuss tax consequences and illiquidity as considerations affecting the management of concentrated positions in publicly traded common shares, privately held businesses, and real estate;
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d discuss capital market and institutional constraints on an investor’s ability to reduce a concentrated position;
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e discuss psychological considerations that may make an investor reluctant to reduce his or her exposure to a concentrated position;
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f describe advisers’ use of goal- based planning in managing concentrated positions;
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g explain uses of asset location and wealth transfers in managing concentrated positions;
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h describe strategies for managing concentrated positions in publicly traded common shares;
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i discuss tax considerations in the choice of hedging strategy;
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j describe strategies for managing concentrated positions in privately held businesses;
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k describe strategies for managing concentrated positions in real estate;
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l evaluate and recommend techniques for tax efficiently managing the risks of concentrated positions in publicly traded common stock, privately held businesses, and real estate.
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More about
l3 13 concentrated single asset positions

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