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Weike · 2024年02月29日

可以解释一下B么

  1. CFA I
  2. Portfolio

NO.PZ2018070201000115

问题如下：

Listed are some reasons for a written investment policy statement (IPS) to be created, which is the least important?

选项：

A.

The IPS is created to meet regulatory requirements.

B.

A portfolio manager’s best practice includes creating a written IPS.

C.

A written IPS is created to ensure that the risk and return objectives of client could be accomplished.

解释：

C is correct.

The written IPS is created for a client, but it could not ensure that the clients objectives could be finally achieved.

不应该选最不相关的么，投资经理的业绩有必要包括么

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1 个答案

Kiko_品职助教 · 2024年03月01日

嗨，爱思考的PZer你好：


best practice指的是标准的做法，或者最优的做法。投资经理最好是做IPS写下来留档。所以B是正确的。

C选项是很明显的错误，IPS并不能ensure一个风险或者收益。

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