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kevinzhu · 2020年04月28日

问一道题：NO.PZ2018070201000116 [ CFA I ]

  1. CFA I
  2. Portfolio

问题如下：

Following are some descriptions about the underlying rationale for a written investment policy statement (IPS), which is the most correct?

选项：

A.

A written IPS is created to communicate the plan to achieve success in investment.

B.

The purpose for a written IPS is to protect investment managers from client’s potential lawsuits.

C.

A written IPS is created as an instruction for clients about the proper use and purpose of investments.

解释：

A is correct.

A written IPS is mutually created by clients and portfolio managers and is mainly used to help communicate investment objectives and constraints.

​IPS不能指导客户怎么用钱吗？

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已采纳答案

丹丹_品职答疑助手 · 2020年04月28日

嗨，从没放弃的小努力你好：


同学你好，ips只是投资建议或者投资规划，我们总是假定客户是理性的自由人，通过了解客户的情况，客户这些年的收益目标以及限制写成投资方案，用于基金经理为客户投资或者选择投资标的，并根据投资者的实际情况不断变化。并不是指导客户投资。请知悉


-------------------------------
努力的时光都是限量版，加油！


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