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孙胖胖学CFA · 2018年11月28日

问一道题:NO.PZ201805280100000202 第2小题

* 问题详情,请 查看题干

问题如下图:

    

选项:

A.

B.

C.

解释:




请问这题为什么不考虑60/40 (8% rebalancce range) overall SAA? B 和 C都超过了这个range.


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已采纳答案

Shimin_CPA税法主讲、CFA教研 · 2018年11月28日

退休账户的分配比例是60/40,但这部分钱Martin已经从原来的retirement savings拿出来了,另有用途,用于捐赠。

而这道题问的是给捐赠的钱做资产配置,所以要基于新的目标,aspirational and low priority,所以可以承担高风险,且不用担心本金损失。

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2024-11-05 10:52 1 · 回答

NO.PZ201805280100000202 老师您好,我想问下分配给sub-portfolio的15%比例是占退休账户的么?另外,这笔钱是来自退休账户中和继承来的不矛盾吧?

2021-03-28 13:35 1 · 回答

1、怎么看出慈善是长期目标呢? 2、三个都超出设定的范围了啊。

2020-01-25 21:12 1 · 回答