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AM1989 · 2023年06月13日

family office的角色

  1. ESG
  2. The ESG market

NO.PZ2022120703000012

问题如下：

Which of the following groupings are best described as asset owners in the financial system value chain?

选项：

A.Fund managers, endowments and banks

B.Pension funds, insurance companies and foundations

C.Sovereign wealth funds, family offices and investment consultants

解释：

B is correct because asset owners include "pension funds, insurers, banks, sovereign wealth funds, foundations, endowments, family offices, individuals."

A is incorrect because asset managers "act as agent on behalf of clients (asset owners)" and are differentiated from asset owners in the value chain. "The main stakeholders are: Asset owners … Asset managers."

C is incorrect because investment consultants are intermediaries and act between asset owners and asset managers in the value chain by "providing investment advice" , and therefore represent their own category. Also, "the main stakeholders are: Asset owners … Asset managers … Fund promoters." Since asset consultants are fund promoters, they are not part of the asset owner group.

算是promotor 中的 financial services吗？

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净净_品职助教 · 2023年06月13日

嗨，爱思考的PZer你好：


family offices也属于asset owners

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努力的时光都是限量版，加油！

AM1989 · 2023年09月25日

那李老师在经典题第二章 other assets owners 的事情两倍速第6分钟前后的时候，对那道题选项D中family office 的解释就是错的，李老师说是小助手哈，有劳更正

净净_品职助教 · 2023年09月25日

嗨，努力学习的PZer你好：


好的，感谢同学指出，我们会检查视频做出更正！

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加油吧，让我们一起遇见更好的自己！

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