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mino酱是个小破货 · 2025年03月21日

烦请老师帮忙看下是否可以这么回答，谢谢老师

  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：

Laurbær Partners is most suitable for Patnode. Patnode would like to invest the proceeds to generate predictable income to cover her ongoing living expenses.Laurbær Partners emphasizes on measuring the contribution of each to performacne. Alcanfor limited's return is not stable and so does the Mylesten Management.

不明白考什么，硬写

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1 个答案

王暄_品职助教 · 2025年03月22日

您好我觉得你的答案完全正确没有问题

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