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?