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卓越 · 2025年03月06日

我这样回答可以吗？

  1. CFA III
  2. Trading&Performance

NO.PZ2021102801000011

问题如下：

Susan Patnode, age 66, was recently widowed and received £2,000,000 from a spousal life insurance policy. Patnode would like to invest the proceeds to generate predictable income to cover her ongoing living expenses.

Patnode is considering three investment managers, Laurbær Partners, Alcanfor Limited, and Mylesten Management, to manage the insurance policy proceeds. All three take an active investment approach. Further information regarding each of the investment manager’s investment philosophy and approach is provided in Exhibit 1

Identify which investment manager is most suitable for Patnode. Justify your response based solely on each manager’s investment philosophy and approach.

选项：

解释：

Patnode's goal is generating the predictable income to cover onging living expense.

Laurbar Partner's philosophy is measruing the contribution of each to performance, which meet the requirement of predicatble income.

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1 个答案

王暄_品职助教 · 2025年03月06日

您好，可以的

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