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秋樣 · 2022年04月02日

为什么这道题会有ethical concern？

  1. CFA III
  2. 个人IPS

NO.PZ2018091705000105

问题如下：

During their meeting, Açor and Bañuq discuss charitable pledges that Udhamini has recently received and the likelihood that Njau will meet her charitable pledge. Bañuq then asks Açor the following question:

“How might my investment objectives and constraints differ from those of a typical university endowment, such as Udhamini?

The day after Açor’s meeting with Bañuq, Açor realizes that her actions in the meeting may have raised an ethical concern.

The most appropriate response to Bañuq’s question is that he has: 


选项：

A.

a shorter time horizon. 

B.

 less significant tax considerations. 

C.

 less diverse investment objectives.

解释：

 A is correct. As a private client, Bañuq is more likely to have a shorter time horizon than that of Udhamini. Thus, Bañuq is likely to be more constrained with respect to risk taking and liquidity. A typical university endowment has a long time horizon, which can theoretically be infinite.

这道题的这句话，“raised an ethical concern”，不理解为什么。

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1 个答案

王暄_品职助教 · 2022年04月02日

因为Udhamin是大学的慈善基金嘛，相当于机构客户喽

所以如果回答这个问题“How might my investment objectives and constraints differ from those of a typical university endowment, such as Udhamini”很可能涉及透露客户信息

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