Which of the following investment parameters categories of an IPS is least likely to include a client’s preferences for investments that reflect his environmental and social concerns?
- A.Asset class preferences
- B.Other investment preferences
- C.Constraints
B is correct. The “Other investment preferences” category typically includes legacy holdings such as shares of stock of a former employer or an investment the client wishes to make countering the wealth manager’s advice. A is incorrect because it represents a category that may include a client’s preference for environmentally and socially oriented investments. C is incorrect because it represents a category that may include client’s preferences for environmentally and socially oriented investments.
官网给的答案是B, 请问是不是官网错了，答案应该选A? 谢谢
