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:
SolutionA 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