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H. · 2020年05月10日

问一道题:NO.PZ2015121801000118 [ CFA I ]

问题如下:

The section of the investment policy statement (IPS) that provides information about how policy may be executed, including investment constraints, is best described as the:

选项:

A.

Investment Objectives.

B.

Investment Guidelines.

C.

Statement of Duties and Responsibilities.

解释:

B  is correct.

The major components of an IPS are listed in Section 2.2 of the reading. Investment Guidelines are described as the section that provides information about how policy may be executed, including investment constraints .Statement of Duties and Responsibilities "detail[s] the duties and responsibilities of the client, the custodian of the client’s assets, the investment managers, and so forth." Investment Objectives is "a section explaining the client’s objectives in investing."

请问这题的C是属于哪块的内容?附录吗?还是主体?如果是主体是哪部分呢?

1 个答案
已采纳答案

丹丹_品职答疑助手 · 2020年05月10日

嗨,努力学习的PZer你好:


同学你好,本题是要求选择ips里面存在的部分,是b项。而c选项不属于ips部分,请知悉


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