这张表格怎么解读?第一列的expected annual return 什么意思?
如果用的是success rate 90%那一列,是不是又设计到了不一定每年都这么低的问题?可能主要还是需要了解一下这个题究竟想问什么
Finally, the team discusses a third client, Roberta Harmon. Harmon just made a cash deposit of $679,000 with a 10-year goal of achieving $775,000. She expressed the desire to meet this goal with 90% certainty without any excess risk. Her IPS allows for the use of equities and fixed-income securities. Exhibit 3 summarizes her investment goal and the characteristics of the investments contained in her IPS.