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Uyis · 2022年04月14日

如题

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?

1 个答案
已采纳答案

吴昊_品职助教 · 2022年04月15日

嗨,爱思考的PZer你好:


这道题是2022年新增的原版书课后题,这一批主观题都来自于practice exam,出题质量不是很高。

回到这道题,确实是没有任何可以找到满足的点。前面的要求和后面选择这个manager的理由毫无关联。李老师在课后题班上说这道题可以直接不用做。出题质量太过于糟糕。具体位置在下图。

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努力的时光都是限量版,加油!