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cy g. · 2025年06月27日

问一下老师，在写答案的时候， 没有写mission 只写了三个objectives， 可以拿到全分么？

  1. CFA III
  2. 机构IPS

NO.PZ2019100901000015

问题如下：

The Prometheo University Scholarship Endowment (the Endowment) was established in 1950 and supports scholarships for students attending Prometheo University. The Endowment’s assets under management are relatively small, and it has an annual spending policy of 6% of the five-year rolling asset value.

Formulate the investment objectives section of the investment policy statement for the Endowment

选项：

解释：

The mission of the Prometheo University Scholarship Endowment is to provide scholarships for students attending the university. In order to achieve this mission, the Endowment must maintain the purchasing power of the assets in perpetuity while achieving investment returns sufficient to sustain the level of spending necessary to support the scholarship budget. Therefore, the investment objective of the endowment should be to achieve a total real rate of return (after inflation) of at least 6% with a reasonable level of risk.

如题

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Lucky_品职助教 · 2025年06月27日

嗨，爱思考的PZer你好：


这些机构投资者里面，只有Endowment是有Mission的，所以如果考到的是针对Endowment，那就必须先写mission，再写objective。没有mission是一定会扣分的。但是其他的机构投资者类型，都不需要写mission.

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