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:
假如这种题考机构投资者,然后题目说机构投资者由于外部因素导致自身经营情况出现问题,影响对fund 的资助,那如何区分是goal还是constraint中的liquidity needs?