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WendyW · 2023年06月03日

可否讲解?

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NO.PZ202109080500000404

问题如下:

With respect to Virginia’s preference for the goal-based investing approach, her comment that is most appropriate is the one dealing with:

选项:

A.risk tolerance. B.growth toward a goal. C.probability of success of a goal.

解释:

Solution

A is correct. Only the comment about risk tolerance specifically addresses goal-based investing, and her statement is correct.

B is incorrect. Straight-line growth is not a feature of goal-based investing; it is a component of the deterministic forecasting method for determining capital sufficiency in which a given return is assumed to compound until the investment horizon is reached.

C is incorrect. Probability of success is not a feature of goal-based investing; it is an outcome of the Monte Carlo method for determining capital sufficiency.

不理解。。。

1 个答案

王暄_品职助教 · 2023年06月03日

关于V对基于目标的投资方法的偏好,她最正确的的评论是针对哪一个


首先理解goal-based investing approach, 所以我们要分层考虑每一个goal,也就是在每一个goal内做到收益风险最优化,所以V说goal-based appraoching允许她为每个目标指定一个风险承受水平,完全正确,因此选择A

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