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阿里 · 2024年10月12日

关于Mandate的定义在讲义中具体什么位置

NO.PZ2024010509000034

问题如下:

A document that sets out an asset owner’s risk-adjusted return target, time horizon, and ESG investment beliefs for a fund manager is best described as an investment:

选项:

A.recommendation. B.mandate. C.approach.

解释:

B is correct. A document that sets out an asset owner’s investment goals and beliefs for use by a fund manager in understanding the asset owner’s needs is called an investment mandate. Using the investment mandate, fund managers develop suitable investment approaches. Investment recommendations are usually developed by analysts to explain why a particular security is suitable for a portfolio.

关于Mandate的定义具体是怎么描述的,在讲义中具体什么位置?

1 个答案

王岑 · 2024年10月12日

嗨,努力学习的PZer你好:


同学你好,

对mandate的描述是:the contract between the fund manager and the client。定义位于水印版讲义的第66页。

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就算太阳没有迎着我们而来,我们正在朝着它而去,加油!

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