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慢慢 · 2020年01月30日

问一道题:NO.PZ2018091705000099 [ CFA III ]

为什么客户的风险承受能力不被include到IPS当中呢,从题目看也没有讲到只是针对投资目标的分析吧?

问题如下图:

选项:

A.

B.

C.

解释:

1 个答案

包包_品职助教 · 2020年02月03日

嗨,爱思考的PZer你好:


同学你好,这道题目实际是考查投资目标部分包括哪些内容。题目是说A同学在准备IPS的investment objective section,然后问哪个应该包含进去。
投资目标主要包括识别资金需求和组合的目标。50万的慈善款项就属于投资目标,risk tolerance属于Investment Parameters、allocation属于Portfolio Asset Allocation,这两个不属于投资目标所以不需要包括进去。

这道题容易忽视的就是题目说A同学在准备IPS的investment objective section这个信息点,所以不容易get到题目想考查什么

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