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Anderson · 2025年02月02日

关于pension plan objective主观题表述


参考答案:The investment objective of Burger Shack’s pension plan is to grow the plan’s assets in line with the plan’s liabilities, which will be achieved at the 7% annual rate of return that matches the rate used by the plan actuaries. 


我写的:

The investment objective of Burger Shack’s pension plan is to achieve a long-term targe rate at 7% by using publicily trading investment vehicles with appropriate level of risk to allow the plan to maintain 100% funded status and meet its contractual liability.


我的问题

1)我写的可以吗?


2) 怎么感觉参考答案这个表述方式在之前课程里面没有见过?


3)pension里面是不是有两个objective的陈述需要记忆?


这是我课上记得:investment objective: achieve a long-term target return over a specified investment horizon with an appropriate level of risk that allows the plan to meet its contractual liabilities


risk objective:

  1. minimize shortfall risk
  2. minimize contribution
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