NO.PZ202301040900002701
问题如下:
(1) Should these companies improve or reduce investment risk relevant to the asset allocation?
选项:
A.
X: improve investment risk Y: improve investment risk Z: reduce investment risk
B.
X: improve investment risk Y: reduce investment risk Z: improve investment risk
C.
X: reduce investment risk Y: reduce investment risk Z: improve investment risk
解释:
第一,overfunded plan在做资产配置时,可以选择保守的投资策略。第二,underfunded plan需要根据能否contribute来分情况讨论:若可以contribute,则可以选择保守策略,若不能contribute,则需要投高风险产品来尽量达到支出要求。此题主要考察funded status在资产配置方面的区别,注意和下一题的比较。
如题,所以是越不满足fund asset越需要提高investment risk吗