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吉啊啊啊 · 2025年06月18日

为什么这个不是LDI model呢

* 问题详情,请 查看题干

NO.PZ202301040900001001

问题如下:

(1) Identify the current investment approach (i.e., model) utilized forWhatsit’s existing pension plan. Justify your response and identifyone advantage and one disadvantage for this approach.

解释:

Whatsit uses the Norway model.

Justification:

Ÿ Client utilizes low-cost passive investments.

Ÿ A 60/40 asset allocation

Advantages (any one of these is acceptable):

Ÿ Easy to understand

Ÿ Low costs

Ÿ Transparent investments

Ÿ Low risk of poor manager selection

Disadvantage:

Ÿ Inability to capture returns over markets, that is, limited value-added potential

题干中有提到有pension

0 个答案