NO.PZ201805280100000202
问题如下：
The most appropriate asset allocation for the Martins’ new charitable gift sub-portfolio is:
选项：
A.40% equities/60% bonds.
B.70% equities/30% bonds.
C.100% equities/0% bonds.
解释：
C is correct.
The Martins’ sub- portfolio is aspirational and a low priority. Investors are usually willing to take more risk on lower- priority, aspirational portfolios. The charitable gift will be made from their estate, which indicates a long time horizon. In addition, the Martins want the highest return possible.Therefore, the highest allocation to equities is most appropriate.
考点：revising the strategic asset allocation
解析：原文中“making a charitable gift to their alma mater from their estate”，意思是捐赠来自于他们的遗产，因此投资期很长；并且还提到low- priority goal ，要求highest return，所以可以配置一些激进的投资产品，承担高风险。C选项100%投资股票是最合适的选择。
老师您好，我想问下分配给sub-portfolio的15%比例是占退休账户的么？另外，这笔钱是来自退休账户中和继承来的不矛盾吧？
