he may decline invest aggressively?

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NO.PZ202410180200004803

问题如下：

Discuss one potential conflict of interest for Yates as Green’s wealth manager

解释：

A conflict of interest could arise as Green’s entire estate, less the $100,000 payments ($200,000 total) to his two daughters will go to the Green Giving Charity, which Yates manages. Yates might be inclined to invest more aggressively with Green’s assets to potentially increase the net funds coming to the charity upon Green’s passing. Disclosure to the client would be the best course of action.

是因为怕投资失败？留给慈善机构的就少了？

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1 个答案

费费_品职助教 · 2025年04月22日

嗨，努力学习的PZer你好：

作为基金会的管理者，耶茨可能会希望基金会获得尽可能多的资金。如果他管理的基金会资金充足，将有助于基金会开展更多的慈善活动，提升基金会的影响力和声誉，这对耶茨在基金会的工作业绩和个人形象都有好处。因此，耶茨可能会不自觉地倾向于对格林的个人资产采取更激进的投资策略。激进的投资策略虽然有可能带来更高的回报，但同时也伴随着更高的风险。如果投资成功，格林的资产增值，那么格林去世后基金会所能获得的遗产就会增加。然而，如果投资失败，格林的资产遭受损失，可能会影响到他实现其他财务目标，如维持退休后的生活水平、为女儿提供购房首付等。

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