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金融民工阿聪 · 2023年02月03日

关于tax consideration

  1. CFA III
  2. 个人IPS

NO.PZ2018091705000105

问题如下：

During their meeting, Açor and Bañuq discuss charitable pledges that Udhamini has recently received and the likelihood that Njau will meet her charitable pledge. Bañuq then asks Açor the following question:

“How might my investment objectives and constraints differ from those of a typical university endowment, such as Udhamini?

The day after Açor’s meeting with Bañuq, Açor realizes that her actions in the meeting may have raised an ethical concern.

The most appropriate response to Bañuq’s question is that he has: 


选项：

A.

a shorter time horizon. 

B.

 less significant tax considerations. 

C.

 less diverse investment objectives.

解释：

 A is correct. As a private client, Bañuq is more likely to have a shorter time horizon than that of Udhamini. Thus, Bañuq is likely to be more constrained with respect to risk taking and liquidity. A typical university endowment has a long time horizon, which can theoretically be infinite.

为什么机构的tax issues是less complex呢？

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已采纳答案

王暄_品职助教 · 2023年02月03日

因为机构在做投资的时候，无非资产增值，降低资本利得税，目标较为单一；

而个人的投资目标会有各式各样不同的，有时候想降低资本利得税，有时候想推迟收税，所以相比机构，较为复杂。

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