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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:
- minimize shortfall risk
- minimize contribution