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Alex · 2025年01月07日

个人IPS - 主观题题型

* 问题详情,请 查看题干

NO.PZ202410180200002503

问题如下:

Explain the assumptions that Sili is making regarding the change in her wealth between the ages of 28 and 35.

选项:

解释:

the most important assumption that Sili is making reflects a belief that one or more of the start-up ventures in which she invests will become quite valuable, but these investments will not yet be liquid during this seven-year time frame. The value of these business interests will account for the USD80 million difference between Sili's net worth and investible net worth. A second assumption is that the value of Sili's financial assets will continue to grow significantly during the stated time period in order for investible net worth to reach USD20 million. A secondary assumption that Sili may be making is that the equity in her real estate assets increases in value significantly.

老师,请问在个人IPS这个科目主观题会考到这道题的题型吗?感觉有点无从下手...

1 个答案

费费_品职助教 · 2025年01月08日

嗨,努力学习的PZer你好:


同学你好

个人IPS这部分主要以讲义上的结论为主,课后题可以参考李老师的讲解,有一些需要咱们重点掌握,有一些比如这道题,更多的是了解一种考法,一旦遇到类似的题目能够知道如何写。

这道题目有两点:

1.根据题干表述,客户假设自己的投资会大涨。可以从文章中看出,客户现在22岁,因此之后所有阶段的情况都是她的假设,she believes/expects/will 等,并不是真实发生的,也就是说如果要达成客户的目标,需要满足什么条件

2.net worth 和 investible net worth不同

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加油吧,让我们一起遇见更好的自己!

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NO.PZ202410180200002503 问题如下 Explain the assumptions thSili is making regarng the change in her wealth between the ages of 28 an35. the most important assumption thSili is making reflects a belief thone or more of the start-up ventures in whishe invests will become quite valuable, but these investments will not yet liquiring this seven-yetime frame. The value of these business interests will account for the US0 million fferenbetween Sili's net worth aninvestible net worth. A seconassumption is ththe value of Sili's financiassets will continue to grow significantly ring the statetime perioin orr for investible net worth to reaUS0 million. A seconry assumption thSili mmaking is ththe equity in her reestate assets increases in value significantly. A seconassumption is ththe value of Sili's financiassets will continue to grow significantly ring the statetime perioin orr for investible net worth to reaUS0 million. A seconry assumption thSili mmaking is ththe equity in her reestate assets increases in value significantly.不动产是流动性很差的资产啊,investible net worth只统计流动性好的资产,为啥投资不动产的升值部分会影响investible net worth?另一个问题是什么叫equity in her reestate assets,投资不动产跟Equity有啥关系?

2024-12-19 13:33 1 · 回答

NO.PZ202410180200002503 问题如下 Explain the assumptions thSili is making regarng the change in her wealth between the ages of 28 an35. the most important assumption thSili is making reflects a belief thone or more of the start-up ventures in whishe invests will become quite valuable, but these investments will not yet liquiring this seven-yetime frame. The value of these business interests will account for the US0 million fferenbetween Sili's net worth aninvestible net worth. A seconassumption is ththe value of Sili's financiassets will continue to grow significantly ring the statetime perioin orr for investible net worth to reaUS0 million. A seconry assumption thSili mmaking is ththe equity in her reestate assets increases in value significantly. 1.题干中提到“plans to use her option procee to purchase reestate anmake selecteinvestments in other start-up ventures”,为什么这边只提ventures?2.提了ventures,为什么还要提but后面的这句话,和提问有什么关系?3.business interests是指ventures么?4.Sili's net worth 和investible net worth,分别是指什么意思,一个是20,一个是100,数据哪里来的 5.第二个假设,为什么只提20?没看懂

2024-10-25 10:36 1 · 回答