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Dang.D · 2023年05月03日

rebalancing policy怎么理解呢

NO.PZ2018070201000119

问题如下:

The appendix of an investment policy statement least likely includes:

选项:

A.

Strategic asset allocation.

B.

Rebalancing policy.

C.

Statement of duties and responsibilities.

解释:

C is correct.

The appendix of an IPS often include strategic asset allocation (also known as the policy portfolio) and rebalancing policy, while the statement of duties and responsibilities is an integral part of the IPS and is least likely to be placed in the appendix.

 rebalancing policy怎么理解呢,麻烦老师解释一下

1 个答案
已采纳答案

Kiko_品职助教 · 2023年05月05日

嗨,爱思考的PZer你好:


rebalancing policy是指调整组合的策略,比如我们给投资者分配的是40%投资股票,60%投资债券,随着股票市场越来越好,债券市场越来越差,我们的组合可能就变成60%股票和40%债券了,此时需要把组合的权重调整回去,这个叫rebalancing。那么rebalancing的依据就是rebalancing policy

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虽然现在很辛苦,但努力过的感觉真的很好,加油!

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