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程卤蛋蛋 · 2025年01月09日

其他的假设

* 问题详情,请 查看题干

NO.PZ202410180200002503

问题如下:

Explain the assumptions that Sili is making regarding the change in her wealth between the ages of 28 and 35.

选项:

解释:

the most important assumption that Sili is making reflects a belief that one or more of the start-up ventures in which she invests will become quite valuable, but these investments will not yet be liquid during this seven-year time frame. The value of these business interests will account for the USD80 million difference between Sili's net worth and investible net worth. A second assumption is that the value of Sili's financial assets will continue to grow significantly during the stated time period in order for investible net worth to reach USD20 million. A secondary assumption that Sili may be making is that the equity in her real estate assets increases in value significantly.

请问老师这题中她还假设了其他条件,比如收入翻倍、比如期权行权这些,为什么答案中不需要写呢。

往年个人IPS主观题考察的重点是什么呢?做了几题个人IPS的主观题感觉抓不住重点,问的很偏

1 个答案

费费_品职助教 · 2025年01月09日

嗨,从没放弃的小努力你好:


同学你好

这个题目主要是两点:

1是客户假设自己的各项投资涨得都很好,同学提到的收入翻倍都属于这一点。

2是net worth and investible net worth.

个人IPS今年考纲改变较大,课后题又较少,所以我们选取了往年的一些经典题帮助大家了解更多可能得考法和题型。但重点还是在讲义的内容上,这部分以结论为主。建议同学可以多翻看讲义掌握结论,题目以基础班的例题和课后题讲解为辅助

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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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