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北匈奴人 · 2024年01月14日

完全看不懂，考点是什么？

  1. CFA III
  2. 个人IPS

NO.PZ2018091705000105

问题如下：

During their meeting, Açor and Bañuq discuss charitable pledges that Udhamini has recently received and the likelihood that Njau will meet her charitable pledge. Bañuq then asks Açor the following question:

“How might my investment objectives and constraints differ from those of a typical university endowment, such as Udhamini?

The day after Açor’s meeting with Bañuq, Açor realizes that her actions in the meeting may have raised an ethical concern.

The most appropriate response to Bañuq’s question is that he has: 


选项：

A.

a shorter time horizon. 

B.

 less significant tax considerations. 

C.

 less diverse investment objectives.

解释：

 A is correct. As a private client, Bañuq is more likely to have a shorter time horizon than that of Udhamini. Thus, Bañuq is likely to be more constrained with respect to risk taking and liquidity. A typical university endowment has a long time horizon, which can theoretically be infinite.

完全看不懂，考点是什么？

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1 个答案

王暄_品职助教 · 2024年01月15日

本题考察的是个人投资者和机构投资者的区别，因为A同学问：我的投资目标和限制与大学捐赠基金（如Udhamini）有何不同

题目问，针对这个问题，以下哪一个答案最正确

选项A：更短的投资期限（正确，个人投资者的投资期限相对于机构投资者的投资期限更短）

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