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Fullhouse007 · 2022年07月13日

求问money market account

  1. CFA III
  2. Asset Allocation

* 问题详情，请 查看题干

NO.PZ201805280100000305

问题如下：

Young decides to accept the retirement offer. Having very low liquidity needs, she wants to save part of the retirement payout for unforeseen costs that might occur more than a decade in the future. The broker’s view on long term stock market prospects is positive and recommends additional equity investment.

Determine which of Young’s accounts (education, retirement, reallocated money market, or unexpected needs) is best suited for implementing the broker’s recommendation.

选项：

解释：

求问：这里投资equity是长期持有目的，所以应放在流动性需求相对差的account，题目中money market account顾名思义应该是货币类及投资流动性较好资产的账户，这个如何理解

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lynn_品职助教 · 2022年07月14日

嗨，从没放弃的小努力你好：


首先这是一个账户名称的问题，题干中没有提到这个账户有限制只能投货币市场产品，其次这个账户主要想告诉我们的是它是taxable account，我们正确判断出题人的意图即可。

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