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徐威廉 · 2021年07月16日

这题怎么理解?

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NO.PZ201511200300003101

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.

A为什么不行?

徐威廉 · 2021年07月19日

所以本题考查 【Background and investment objectives--投资目标】部分包括哪些内容,而50万的慈善款项就属于投资目标,所以选C。 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,所以不容易察觉到题目究竟想考查什么。

1 个答案
已采纳答案

王暄_品职助教 · 2021年07月17日

首先锁定题目: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?在结合题目对应的信息点:如下图

我们会发现,实际上,题目是说Acor在准备IPS的【investment objective section】,所以本题问Exhibit 1中哪个应该包含进去。

 

所以本题考查 【Background and investment objectives--投资目标】部分包括哪些内容,而50万的慈善款项就属于投资目标,所以选C。

 

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,所以不容易察觉到题目究竟想考查什么。