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jvniki · 2023年01月07日

这题第一感觉想选择 两个低,但没有

NO.PZ2018070201000126

问题如下:

In order to write an investment policy statement (IPS) for a client, the manager collected the following information:

  • In each of the past ten years, the client's income was more than $180,000(before tax).
  • She has no dependents.
  • Her life needs are about $45,000 a year.
  • She was anxious about the lack of understanding in the securities market.
  • Her current savings are invested in short-term securities secured by government.
  • According to the standard risk assessment questionnaire, she has low risk tolerance.

Which conclusion is most correct?

选项:

A.

She has low ability to take risk, but a high willingness to take risk.

B.

She has high ability to take risk, but a low willingness to take risk.

C.

She has high ability to take risk and a high willingness to take risk.

解释:

B is correct.

The client has stable, high income and no family. However, her investments were mainly the short-term securities and she has very limited investment understanding, which indicates a low willingness to take risks. Therefor, her ability to take risks is very high, but her willingness to take risks is very low.

  • 这里是不是说她过去十年 税前才18w,但是每一年花费就要4w5.不够呀
  • In each of the past ten years, the client's income was more than $180,000(before tax).
  • She has no dependents.
  • Her life needs are about $45,000 a year.


1 个答案

pzqa27 · 2023年01月07日

嗨,从没放弃的小努力你好:


这里的意思是说年收入是每年18W,因此是绰绰有余的

----------------------------------------------
虽然现在很辛苦,但努力过的感觉真的很好,加油!

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