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Normy · 2019年10月12日

问一道题:NO.PZ2018091705000105 [ CFA III ]

问题如下图:

哪里可以看出 他有更短的期限

选项:

A.

B.

C.

解释:

2 个答案
已采纳答案

包包_品职助教 · 2019年10月14日

同学你好,题目是问他的投资期限和university endowment相比,投资目标和限制有什么不同。这道题是其实是考查个人客户与机构客户的区别。个人客户的投资期限是短于机构客户的投资期限的。机构客户的投资期限一般是infinite 的 因为机构一般都是永续存在的 

 

今天也要来一杯 · 2019年10月29日

(补充:b.个人投资者的收入来源如工资投资继承的不同,使其涉税种类比机构投资者更多,机构投资者收入来源相对单一;c.个人投资者的目标比机构投资者更多元化,如增值、持续性、个人生命周期的计划、家人需求等)

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