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:
Client utilizes low-cost passive investments.
A 60/40 asset allocation
Advantages (any one of these is acceptable):
Easy to understand
Low costs
Transparent investments
Low risk of poor manager selection
Disadvantage:
Inability to capture returns over markets, that is, limited value-added potential
题干中有提到有pension