NO.PZ202410180200002201
问题如下:
Which of the following investment parameter categories of the IPS is least likely to include Cree’s preference for investments that reflect his environmental and social concerns?
选项:
A.
Asset class preference
B.
Other investment preferences
C.
Constraints
解释:
The correct answer is A because this "Asset class preference" category lists the main asset classes included in the client's portfolio. These asset class preferences are often described in the context of risk, return, and income characteristics, such as short-term debt investments/ non-US stocks/ Global real estate securities. B and C is incorrect when a client expresses preferences for investments that meet socially responsible investing (SRI), ESG investment standards, or are otherwise acceptable or unacceptable due to religious, ethical, or personal preferences or beliefs, they should be noted at other investment preferences and constrains.
没看懂,为什么不选C,