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Perhaps · 2020年11月16日

问一道题:NO.PZ201511200300003101

* 问题详情,请 查看题干

问题如下:

Based on Exhibit 1, which of the following items is Açor most likely to include in the section of the IPS she is drafting for Njau?

选项:

A.

Moderate risk tolerance

B.

40% allocation to equities

C.

$500,000 charitable pledge in 15 years

解释:

C is correct. Açor is preparing a draft of the investment objectives section of an IPS for Njau. Investment objectives include identifying funding needs and goals for the portfolio. So, Açor should include the $500,000 charitable pledge to Udhamini in 15 years in the investment objectives section of the IPS. Njau’s goal is specific and is an important part of the investment objectives that will drive the preparation of the remainder of the IPS and the execution of the investment strategy.

请问risk tolerance应该写在ips的哪一部分里?

1 个答案
已采纳答案

王暄_品职助教 · 2020年11月17日

嗨,从没放弃的小努力你好:


如下图(个人IPS强化班讲义)

写在IPS 第二部分:Investment parameters里


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