问题如下图:
选项:
A.
B.
C.
解释:
请问,关于哪些在IPS的appendices,哪些在主体部分里,在哪里提到?
Wendy_品职助教 · 2019年03月20日
同学,在基础班讲义第72页。
Major components of IPS
•Introduction. This section describes the client.
•Statement of Purpose. This section states the purpose of the IPS.
•Statement of Duties and Responsibilities.
•Procedures. This section explains the steps to take to keep the IPS current and the procedures to follow to respond to various contingencies.
•Investment Objectives.
•Investment Constraints.
•Investment Guidelines. This section provides information about how policy should be executed (e.g., on the permissible use of leverage and derivatives) and on specific types of assets excluded from investment, if any.
•Evaluation and Review.
•Appendices: (A) Strategic Asset Allocation (B) Rebalancing Policy.
NO.PZ2015121801000119问题如下 Whiof the following is least likely to placein the appences to investment polistatement (IPS)?A.Rebalancing Policy.B.Strategic Asset Allocation.C.Statement of ties anResponsibilities.is correct.The major components of IPS are listein Section 2.2 of the reang. Strategic Asset Allocation (also known the poliportfolio) anRebalancing Poliare often incluappences to the IPS. The Statement of ties anResponsibilities, however, is integrpart of the IPS anis unlikely to placein appenx.这个在课程里没讲啊。。。
NO.PZ2015121801000119 问题如下 Whiof the following is least likely to placein the appences to investment polistatement (IPS)? A.Rebalancing Policy. B.Strategic Asset Allocation. C.Statement of ties anResponsibilities. is correct.The major components of IPS are listein Section 2.2 of the reang. Strategic Asset Allocation (also known the poliportfolio) anRebalancing Poliare often incluappences to the IPS. The Statement of ties anResponsibilities, however, is integrpart of the IPS anis unlikely to placein appenx. C放在附录中,怎么能算作是计划步骤呢?比如一份完整的IPS包含了计划部分,执行部分,反馈部分,每一部分都会有附录吗?
NO.PZ2015121801000119 问题如下 Whiof the following is least likely to placein the appences to investment polistatement (IPS)? A.Rebalancing Policy. B.Strategic Asset Allocation. C.Statement of ties anResponsibilities. is correct.The major components of IPS are listein Section 2.2 of the reang. Strategic Asset Allocation (also known the poliportfolio) anRebalancing Poliare often incluappences to the IPS. The Statement of ties anResponsibilities, however, is integrpart of the IPS anis unlikely to placein appenx. 什么是rebalancing policy?
老师,B项应该是ips最核心的内容啊,怎么放附录里呢?