题干 The firm’s policy is to rebalance a portfolio when the asset class weight falls outside of a corridor around the target allocation. The width of each corridor is customized for each client and proportional to the target allocation. Beade recommends wider corridor widths for high-risk asset classes, narrower corridor widths for less liquid asset classes, and narrower corridor widths for taxable clients with high capital gains tax rates.
(Institute 313)
Institute, CFA. 2019 CFA Program Curriculum Level III Volume 3. CFA Institute, 5/2018. VitalBook file.
所提供的引文是一个指南。请在使用之前查看每个引文以确保准确性。
题目
Beade’s suggested change in the corridor width of the rebalancing policy is correct regarding:
high-risk asset classes.
less liquid asset classes.
taxable clients with high capital gains tax rates.
(Institute 315)
Institute, CFA. 2019 CFA Program Curriculum Level III Volume 3. CFA Institute, 5/2018. VitalBook file.
所提供的引文是一个指南。请在使用之前查看每个引文以确保准确性。
我觉得这三个都不对，我记得课件老师讲波动越大，需要更窄的corridor，那么高风险资产不就是波动大的资产吗，应该是用更窄的corridor吧？
