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silviaws · 2021年09月14日

investment objectives

R28课后题关于投资目标

课后题给的答案如下:

Investment Objectives:

  • Purpose: Support Patel’s lifestyle in retirement (higher priority), provide for family’s needs (higher priority), fund philanthropic activities (lower priority), provide inheritance for children (lower priority)
  • Anticipated annual need: €200,000, with annual increases for inflation
  • Annual need met with: Income from small business (approx. €120,000), pension (€50,000 with annual inflation increases), portfolio distributions
  • Intent to purchase of €1.4 million vacation home in three years
  • Zik should assist in quantifying philanthropic and bequest goals and determining how to fund the vacation home purchase.

想问下,intent to purchase of 1.4 million vacation home in three years 为什么不在purpose里?


1 个答案

王暄_品职助教 · 2021年09月15日

因为Purpose中是priority的程度及较为长远的目标,而purchase vacation home是短期的在三年内的,所以单独列了出来。

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