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蛋黄也酥酥 · 2022年05月20日

这道题哪里说风险目标了

  1. CFA III
  2. Asset Allocation

* 问题详情，请 查看题干

NO.PZ201805280100000302

问题如下：

A broker proposes to Young three portfolios, shown in Exhibit 1. The broker also provides Young with asset class estimated returns and portfolio standard deviations in Exhibit 2 and Exhibit 3, respectively. The broker notes that there is a $500,000 minimum investment requirement for alternative assets. Finally, because the funds in the money market account are readily investible, the broker suggests using that account only for this initial investment round.


Young wants to earn at least 6.0% after tax per year, without taking on additional incremental risk. Young’s capital gains and overall tax rate is 25%.

Determine which proposed portfolio most closely meets Young’s desired objectives. (Circle one.) Justify your response.


选项：

解释：



这道题哪里说风险目标了

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1 个答案

lynn_品职助教 · 2022年05月22日

嗨，从没放弃的小努力你好：


Young wants to earn at least 6.0% after tax per year, without taking on additional incremental risk. 这一句提到风险目标。

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