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Spencer · 2022年08月20日

40% allocated to equity

NO.PZ2018091705000099

问题如下:

Noèmie Açor works for an international bank as a private wealth adviser. She prepares for two client meetings next week. First, Açor will meet with Winifred Njau, who has recently retired. Njau has made a charitable pledge to a non- profit university endowment, the Udhamini Fund. Açor prepares a draft of the investment objectives section of an investment policy statement (IPS) for Njau using selected client information, which is presented in Exhibit 1.

Based on Exhibit 1, which of the following items is Açor most likely to include in the section of the IPS she is drafting for Njau?

选项:

A.

Moderate risk tolerance

B.

40% allocation to equities

C.

$500,000 charitable pledge in 15 years

解释:

C is correct. Açor is preparing a draft of the investment objectives section of an IPS for Njau. Investment objectives include identifying funding needs and goals for the portfolio. So, Açor should include the $500,000 charitable pledge to Udhamini in 15 years in the investment objectives section of the IPS. Njau’s goal is specific and is an important part of the investment objectives that will drive the preparation of the remainder of the IPS and the execution of the investment strategy.

老师请问,为何B选项不正确呢?40% allocated to equity

1 个答案

王暄_品职助教 · 2022年08月20日

首先锁定题目:Based on Exhibit 1, which of the following items is Açor most likely to include in the section of the IPS she is drafting for Njau?

在结合题目对应的信息点:如下图

我们会发现,实际上,题目是说Acor在准备IPS的【investment objective section】,所以本题问Exhibit 1中哪个应该包含进去。

 

所以本题考查 【Background and investment objectives--投资目标】部分包括哪些内容,而50万的慈善款项就属于投资目标,所以选C。

 


这道题容易忽视的就是题目说A同学在准备IPS的investment objective section这个信息点,所以不容易察觉到题目究竟想考查什么。


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NO.PZ2018091705000099 40% allocation to equities $500,000 charitable plee in 15 years C is correct. Açor is preparing a aft of the investment objectives section of IPS for Njau. Investment objectives inclu intifying funng nee angoals for the portfolio. So, Açor shoulinclu the $500,000 charitable plee to Uamini in 15 years in the investment objectives section of the IPS. Njau’s gois specific anis important part of the investment objectives thwill ive the preparation of the remainr of the IPS anthe execution of the investment strategy. 是说每年要500,000还是15年一共500,000呢

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