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Lily · 2022年09月20日

请问为什么选C?

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NO.PZ202109080500000301

问题如下:

In their search for a wealth management firm, the attribute that the Benettons are most likely to find in a private wealth manager is:

选项:

A.Attribute 1. B.Attribute 2. C.Attribute 3.

解释:

Solution

C is correct. In order to construct client portfolios, a private wealth manager requires a thorough understanding of asset class risks and returns, correlation among asset classes, and knowledge of investment vehicles, managers, products, and implementation strategies.

A is incorrect. In most cases, wealth managers must have a broad understanding of capital markets and asset classes, but it is unlikely that they will be investment specialists.

B is incorrect. Wealth managers are typically not experts in specialized financial planning fields, such as insurance, taxation, and estate planning. However, wealth managers who have a working knowledge in these fields can add value for clients and more effectively interact with other professionals who serve the clients.

根据选项来看,这几项都是technical skills,为什么会选C呢,具体的区别点是什么?

2 个答案
已采纳答案

王暄_品职助教 · 2022年09月20日

本题考察的是【Technical Skii and Soft Skill for Portfolio Managers】

根据文章内容,可以看出他们需要找portfolio manager来为退休后的生活进行规划。所以对于他们来说,他们需要的manager,要擅长构建portfolio,熟练分析return, risk, correlation从而构建组合。

 

而针对attribute 1【Capital market proficiency, including sector and security expertise】,本身就错误,根据书本内容,Capital market proficiency的定义如下:

 

针对Attribute 2,本身句子没错,但是本case中,他们并不most likely想找一个熟悉保险和税收的manager,他们仅仅是想找一个manager对他们的退休生活来创建一个portoflio。

 

综上所述,选择attribute C

Lily · 2022年09月20日

请问skills这部分需要掌握到这么详细么

王暄_品职助教 · 2022年09月21日

请问skills这部分需要掌握到这么详细么

不用一字一句记住,但至少知道每个skill代表什么,能反应出来给的相关语句对不对