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TRACY · 2023年10月24日

老师可否给出这题对应的讲义

NO.PZ2022081802000074

问题如下:

Question The strategic asset allocation and portfolio rebalancing policy are most likely addressed in which section of an investment policy statement?

选项:

A.Appendices

B.Investment objectives

C.Procedures

解释:

Solution

A is correct. Information related to strategic asset allocation and portfolio rebalancing policy would be placed in the appendices of an investment policy statement.

B is incorrect because this section contains information on the client’s objectives when investing.

C is incorrect because this section contains information on the steps to take to keep the investment policy statement current and the procedures to follow to respond to various contingencies.

基础班或者强化班的都可以

1 个答案

Kiko_品职助教 · 2023年10月25日

嗨,从没放弃的小努力你好:


基础班讲义90页

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加油吧,让我们一起遇见更好的自己!

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