问题如下图:
选项:
A.
B.
C.
解释:
老师,A项读着感觉怪怪的,不对吧。。。。
C为什么不对呢?
Shimin_CPA税法主讲、CFA教研 · 2018年10月07日
A选项正确,IPS是用于客户和基金经理的沟通的,并且是基金经理为了达到客户的投资目标而双方协定的。
C翻译一下就知道问题了,C说IPS是指导客户正确的使用投资以及投资的目的,事实上IPS不能指导客户怎么用钱,这两项应当是客户自己决定的,比如说这笔钱用于养老,还是用于日常开支。
remoo · 2020年01月14日
讲课时,应该提到过,IPS本质就是保护基金经理的?
Shimin_CPA税法主讲、CFA教研 · 2020年01月14日
IPS的本质是基金经理给客户做的投资策划书,目的还是要给客户投资理财。由于IPS里面职责,权利义务等分的很清,所以如果投资失误也可以明确是谁的责任,所以从这个角度保护了基金经理。但是这并不是IPS的本质目的。
NO.PZ2018070201000116 问题如下 Following are some scriptions about the unrlying rationale for a written investment polistatement (IPS), whiis the most correct? A.A written IPS is createto communicate the plto achieve success in investment. B.The purpose for a written IPS is to proteinvestment managers from client’s potentilawsuits. C.A written IPS is createinstruction for clients about the proper use anpurpose of investments. A is correct.A written IPS is mutually createclients anportfolio managers anis mainly useto help communicate investment objectives anconstraints. 何老师强调好几次啊
NO.PZ2018070201000116 问题如下 Following are some scriptions about the unrlying rationale for a written investment polistatement (IPS), whiis the most correct? A.A written IPS is createto communicate the plto achieve success in investment. B.The purpose for a written IPS is to proteinvestment managers from client’s potentilawsuits. C.A written IPS is createinstruction for clients about the proper use anpurpose of investments. A is correct.A written IPS is mutually createclients anportfolio managers anis mainly useto help communicate investment objectives anconstraints. 个人不理解为什么C会错
NO.PZ2018070201000116问题如下Following are some scriptions about the unrlying rationale for a written investment polistatement (IPS), whiis the most correct?A.A written IPS is createto communicate the plto achieve success in investment.B.The purpose for a written IPS is to proteinvestment managers from client’s potentilawsuits.C.A written IPS is createinstruction for clients about the proper use anpurpose of investments.A is correct.A written IPS is mutually createclients anportfolio managers anis mainly useto help communicate investment objectives anconstraints.B为什么不对,老师上课说ips就是为了让cfa收到保护的啊
NO.PZ2018070201000116问题如下Following are some scriptions about the unrlying rationale for a written investment polistatement (IPS), whiis the most correct? A.A written IPS is createto communicate the plto achieve success in investment. B.The purpose for a written IPS is to proteinvestment managers from client’s potentilawsuits. C.A written IPS is createinstruction for clients about the proper use anpurpose of investments. A is correct.A written IPS is mutually createclients anportfolio managers anis mainly useto help communicate investment objectives anconstraints.A的说法有问题啊,IPS并不能保证投资一定成功啊
The purpose for a written IPS is to proteinvestment managers from client’s potentilawsuits. A written IPS is createinstruction for clients about the proper use anpurpose of investments. A is correct. A written IPS is mutually createclients anportfolio managers anis mainly useto help communicate investment objectives anconstraints. 老师,请问这题是什么意思?