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OCTOPUS · 2018年06月24日

问一道题:NO.PZ2015121801000120 [ CFA I ]

问题如下图:

    

选项:

A.

B.

C.

解释:这里的distinctive needs和constraints有什么区别?感觉都是个性化需求的意思啊



1 个答案

吴昊_品职助教 · 2018年06月25日

客户的个性化需求只是Constraints中的一部分,Constraints中还包括Liquidity、time horizon、tax concerns、legal factor等等。题目问我们的是IPS中哪一个和客户的个性化需求最相关,我们就应该选择和Constraints最相关的,那也就是investment guidelines,investment guidelines描述policy如何执行,其中就包含了policy中的投资限制。

加油~



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