NO.PZ2021102801000011
问题如下:
Susan Patnode, age 66, was recently widowed and received £2,000,000 from a spousal life insurance policy. Patnode would like to invest the proceeds to generate predictable income to cover her ongoing living expenses.
Patnode is considering three investment managers, Laurbær Partners, Alcanfor Limited, and Mylesten Management, to manage the insurance policy proceeds. All three take an active investment approach. Further information regarding each of the investment manager’s investment philosophy and approach is provided in Exhibit 1
Identify which investment manager is most suitable for Patnode. Justify your response based solely on each manager’s investment philosophy and approach.
选项:
解释:
还是没太明白为什么选第一个人,invest in new theme感觉风险更大一些呀,而且这个人66岁了,需要更稳定的投资。
我一开始觉得第二个人更合适,track the market啥的,能否再详细解释下?