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努努奔 · 2024年03月16日

asset allocation and SAA

  1. CFA I
  2. Portfolio

NO.PZ2022081802000006

问题如下：

Question With respect to the portfolio management process, asset allocation decisions are most likely made in the:

选项：

A.execution step.

B.planning step.

C.feedback step.

解释：

Solution

A is correct. Asset allocation decisions are made in the execution step.

B is incorrect. Asset allocation decisions are not made in the planning step.

C is incorrect. Asset allocation decisions are not made in the feedback step.

asset allocation为execution step，而strategic asset allocation 是planning对吗？因为有个战略部署所以算计划吗？谢谢老师。

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Kiko_品职助教 · 2024年03月18日

嗨，从没放弃的小努力你好：


是的哦。他这里的asset allocation侧重具体给资产做部署和配置实施了，所以是在execution里面。而strategic asset allocation战略资产配置，偏重确定资产配置的方向和决策，所以在IPS里面是要定下来的。属于planning的步骤。

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