开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)｜3.2.5(安卓)APP下载

返回

Ethan · 2022年06月22日

这题答案是不是写太多了……

  1. CFA III
  2. Asset Allocation

* 问题详情，请 查看题干

NO.PZ201805280100000304

问题如下：

Ten years later, Young is considering an early-retirement package offer. The package would provide continuing salary and benefits for three years. The broker recommends a special review of Young’s financial plan to assess potential changes to the existing allocation strategy. Identify the primary reason for the broker’s reassessment of Young’s circumstances. Justify your response.


选项：

解释：

老师，我是这样写的：

  • Change in constraints
  • her goals and belief have no change. but ten years ago, there was not this early-retirement package offer. so it is the change of constraints.


添加评论
1 个答案
已采纳答案

lynn_品职助教 · 2022年06月23日

嗨，从没放弃的小努力你好：


这道题这样写不行的啊，没有写明原因。是这样的同学，建议你听一下何老师的讲解，她都会讲到参考答案太长，怎么写会好一点，一般是在给出的参考答案里面划线。

首先选择Change in constraints。其次，这里需要写明，这个package带来的是环境的变化，环境的变化影响的是constraints，而不是goals and belief。

----------------------------------------------
就算太阳没有迎着我们而来，我们正在朝着它而去，加油！

  • 1

    回答

  • 1

    关注

  • 662

    浏览
相关问题

NO.PZ201805280100000304 问题如下 Ten years later, Young is consiring early-retirement package offer. The package woulprovi continuing salary anbenefits for three years. The broker recommen a specireview of Young’s financiplto assess potentichanges to the existing allocation strategy. Intify the primary reason for the broker’s reassessmentof Young’s circumstances. Justify your response. 如题，可以区分一下这2个的区别吗？2024 MoB session 2 第10个case第3题有个类似的，但是那里选了change in goals，为什么这边要选constraints呢？老师说个人呢circumstance改变算change in goals，包括结婚、退休、有小孩等等，这里不是就是说她考虑要提前退休了吗？另外退休到底应该分到哪一个呢？感觉都说得通，即使个人情况改变，同时也是投资期限改变（和change in constraints有关）。麻烦再帮忙区分一下这两个，谢谢！

2024-08-12 03:57 1 · 回答

NO.PZ201805280100000304 问题如下 Ten years later, Young is consiring early-retirement package offer. The package woulprovi continuing salary anbenefits for three years. The broker recommen a specireview of Young’s financiplto assess potentichanges to the existing allocation strategy. Intify the primary reason for the broker’s reassessmentof Young’s circumstances. Justify your response. 如题

2024-08-10 21:46 1 · 回答

NO.PZ201805280100000304问题如下 Ten years later, Young is consiring early-retirement package offer. The package woulprovi continuing salary anbenefits for three years. The broker recommen a specireview of Young’s financiplto assess potentichanges to the existing allocation strategy. Intify the primary reason for the broker’s reassessmentof Young’s circumstances. Justify your response. 是不是可以放弃掉这个知识点？

2024-01-16 19:24 2 · 回答

NO.PZ201805280100000304 问题如下 Ten years later, Young is consiring early-retirement package offer. The package woulprovi continuing salary anbenefits for three years. The broker recommen a specireview of Young’s financiplto assess potentichanges to the existing allocation strategy. Intify the primary reason for the broker’s reassessmentof Young’s circumstances. Justify your response. Young wants to retire in 15 years anto funher retirement from existing assets. 这句话不是说Young的目标是15年后退休并且能fun的退休生活吗？当然要从change in constraints的time horizon也讲的通，但是她的目标从15年后退休到10年后退休，由此她的风险偏好和也会随之改变，这个角度也讲的通。

2023-07-29 11:48 1 · 回答

NO.PZ201805280100000304问题如下 Ten years later, Young is consiring early-retirement package offer. The package woulprovi continuing salary anbenefits for three years. The broker recommen a specireview of Young’s financiplto assess potentichanges to the existing allocation strategy. Intify the primary reason for the broker’s reassessmentof Young’s circumstances. Justify your response. 如题，几道主观题的考点和自己答案有偏差，这个题是不是出的不太好，还是需要再看下相关知识点？

2022-12-05 16:19 1 · 回答