开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)｜3.2.5(安卓)APP下载

返回

tinylumpy · 2025年01月28日

Asset allocation decisions 和Strategic asset allocation

  1. CFA I
  2. Portfolio

NO.PZ2022081802000006

问题如下：

Question With respect to the portfolio management process, asset allocation decisions are most likely made in the:

选项：

A.execution step. B.planning step. C.feedback step.

解释：

Solution

A is correct. Asset allocation decisions are made in the execution step.

B is incorrect. Asset allocation decisions are not made in the planning step.

C is incorrect. Asset allocation decisions are not made in the feedback step.

请问老师，以下两者的区别理解对吗：

Asset allocation decisions 是在execution阶段

Strategic asset allocation则是在planning阶段

添加评论
1 个答案

Kiko_品职助教 · 2025年01月30日

嗨，从没放弃的小努力你好：


是的。你理解的是对的。

planning阶段的Strategic asset allocation战略资产配置，偏重确定资产配置的方向和决策，倾向于指导性的规定，或者一些客户的特殊要求等等。这类。而不是真的开始分配。

真正的开始分配就是在execution的这一步，侧重具体给资产做部署和配置实施，即需要决定各个资产在组合中的权重。就是这里的Asset allocation decisions

----------------------------------------------
虽然现在很辛苦，但努力过的感觉真的很好，加油！

  • 1

    回答

  • 0

    关注

  • 6

    浏览
相关问题

NO.PZ2022081802000006 问题如下 QuestionWith respeto the portfolio management process, asset allocation cisions are most likely ma in the: A.execution step. B.planning step. C.feeastep. SolutionA is correct. Asset allocation cisions are ma in the execution step.B is incorrect. Asset allocation cisions are not ma in the planning step.C is incorrect. Asset allocation cisions are not ma in the feeastep. Strategic asset allocation是在plan阶段吧？

2024-07-27 21:45 1 · 回答

NO.PZ2022081802000006问题如下QuestionWith respeto the portfolio management process, asset allocation cisions are most likely ma in the:A.execution step.B.planning step.C.feeastep.SolutionA is correct. Asset allocation cisions are ma in the execution step.B is incorrect. Asset allocation cisions are not ma in the planning step.C is incorrect. Asset allocation cisions are not ma in the feeastep.asset allocation为execution step，而strategic asset allocation 是planning对吗？因为有个战略部署所以算计划吗？谢谢老师。

2024-03-16 21:19 1 · 回答

NO.PZ2022081802000006 问题如下 QuestionWith respeto the portfolio management process, asset allocation cisions are most likely ma in the: A.execution step. B.planning step. C.feeastep. SolutionA is correct. Asset allocation cisions are ma in the execution step.B is incorrect. Asset allocation cisions are not ma in the planning step.C is incorrect. Asset allocation cisions are not ma in the feeastep. 不得先计划好投在各类资产上的比例吗？

2023-02-04 17:51 2 · 回答