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wawjbng · 2019年11月23日

问一道题:NO.PZ2018091705000099 [ CFA III ]

问题如下图:

选项:

A.

B.

C.

解释:

请问为什么不能选A呢

1 个答案
已采纳答案

包包_品职助教 · 2019年11月25日

嗨,从没放弃的小努力你好:


这道题目实际是考查投资目标部分包括哪些内容。题目是说A同学在准备IPS的investment objective section,然后问哪个应该包含进去。
投资目标主要包括识别资金需求和组合的目标。50万的慈善款项就属于投资目标,risk tolerance属于Investment Parameters不属于投资目标所以不需要包括进去。 我把相关知识点的讲义发上来你看看:

 


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