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🌊Yuri🌊 · 2023年08月18日

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.

为什么不选a,a不是应该在第二阶段吗。怎么会在IPS里呢?

相反c选项客户的abili不应该就是出现在IPS里的吗?

1 个答案

Kiko_品职助教 · 2023年08月21日

嗨,从没放弃的小努力你好:


题目问的是不包含在附录里面的是哪个。C选项是IPS的主体部分内容,不是放在附录里面的。附录里面就包含AB这两项。战略配置首先需要在IPS明确怎么配置,之后才能在第二阶段实现。

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努力的时光都是限量版,加油!

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