CFA Level 3
Equity Portfolio Management

Replication Methods in Passive Equity Investing

Easy Passive Equity Investing Replication Methods

John is a portfolio manager responsible for a fund that aims to replicate the performance of the S&P 500 index using a passive investment strategy. To achieve this objective, he considers various replication methods that can help him maintain the fund's exposure to the index. Understanding the characteristics of these replication methods is crucial for John to effectively manage the fund.

Which of the following replication methods is primarily based on holding a representative sample of securities that reflects the overall index?

Hint

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