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卢天悦 · 2023年07月25日

education解释里的8-10年该怎么理解呢,E不是已经18岁了嘛

NO.PZ2022122801000003

问题如下:

Fox is in the process of hiring an asset allocation analyst and has just completed interviewing two candidates, Ambrose Kelly and Catherine Trainor, for the position. The interviews were directed around the case study of Jane Lennon, a fictitious client, described in Exhibit 1.

Exhibit 1 Case Study of Jane Lennon

Fox told the candidates to assume that Lennon would use sub-portfolios to achieve her aspirational goals and asked them to identify which of the sub-portfolios is in the best position to tolerate the greatest risk exposure.

Which of the sub-portfolios dedicated to Lennon’s aspirational goals is in the best position to tolerate the greatest risk exposure? The one dedicated to:

选项:

A.Everett’s education B.

Marshall’s trust

C.

University endowment

解释:

A is correct. Both of the funds planned for the trust and university endowment represent an imminent need (immediate for the trust and within two years for the endowment). The funding needed for education, however, extends over the longest time horizon, possibly as long as 8 to 10 years. Thus, its sub-portfolio would be in the best position to take on the greatest risk.

B is incorrect. Although the special needs trust for Marshall will provide benefits for his entire life, and therefore has a long-time horizon, from Lennon’s perspective it requires immediate funding and should be very liquid and bear little risk.

C is incorrect. Funding of the university endowment involves a short-term time horizon (within two years) so it should bear little risk.

是因为资金需求是每年分散的会throughout college life,然后future practice的时候也会用,所以整体的期限比较长?

1 个答案
已采纳答案

lynn_品职助教 · 2023年07月26日

嗨,从没放弃的小努力你好:


是因为资金需求是每年分散的会throughout college life,然后future practice的时候也会用,所以整体的期限比较长?


对,是这个意思,协会有一些例题会默认我们知道一些“常识”这里的8-10年基于的是美国医学生平均接受教育的时间。考题会更加关注全球背景,如果有这种情况会在题干中说明的,仔细读题就可以啦。


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就算太阳没有迎着我们而来,我们正在朝着它而去,加油!

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