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Sam · 2022年09月13日

假如这题考机构

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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?

1 个答案

lynn_品职助教 · 2022年09月14日

嗨,从没放弃的小努力你好:


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?

首先,goal还是constraint中的liquidity needs我们没有进行区分,与三级中出现的其他一些相悖的知识点不同,liquidity needs虽然出现在两个地方但是同一个科目,知识点之间有区别也有联系,这里更多的就是联系了。

其次,constraint中的liquidity needs我们可以看到像本题一样,会和goals、beliefs放在一起考。

总之,这里其实不太需要区分,我们更多地是注意读题,如果题目是考机构投资者,我们答案中可以提到机构投资者的部分(case中的原文),但知识点其实还是同样的。

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努力的时光都是限量版,加油!

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