为什么客户的风险承受能力不被include到IPS当中呢,从题目看也没有讲到只是针对投资目标的分析吧?
问题如下图:
选项:
A.
B.
C.
解释:
包包_品职助教 · 2020年02月03日
嗨,爱思考的PZer你好:
同学你好,这道题目实际是考查投资目标部分包括哪些内容。题目是说A同学在准备IPS的investment objective section,然后问哪个应该包含进去。
投资目标主要包括识别资金需求和组合的目标。50万的慈善款项就属于投资目标,risk tolerance属于Investment Parameters、allocation属于Portfolio Asset Allocation,这两个不属于投资目标所以不需要包括进去。
这道题容易忽视的就是题目说A同学在准备IPS的investment objective section这个信息点,所以不容易get到题目想考查什么
相关讲义我截图发上来
-------------------------------加油吧,让我们一起遇见更好的自己!
NO.PZ2018091705000099 问题如下 Noèmie Açor works for internationbank a private wealth aiser. She prepares for two client meetings next week. First, Açor will meet with WinifreNjau, who hrecently retire Njhma a charitable plee to a non- profit university enwment, the Uamini Fun Açor prepares a aft of the investment objectives section of investment polistatement (IPS) for Njusing selecteclient information, whiis presentein Exhibit 1.Baseon Exhibit 1, whiof the following items is Açor most likely to inclu in the section of the IPS she is afting for Njau? A.Morate risk toleran B.40% allocation to equities C.$500,000 charitable plee in 15 years C is correct. Açor is preparing a aft of the investment objectives section of IPS for Njau. Investment objectives inclu intifying funng nee angoals for the portfolio. So, Açor shoulinclu the $500,000 charitable plee to Uamini in 15 years in the investment objectives section of the IPS. Njau’s gois specific anis important part of the investment objectives thwill ive the preparation of the remainr of the IPS anthe execution of the investment strategy. 老师请问,为何B不正确呢?40% allocateto equity
NO.PZ2018091705000099 40% allocation to equities $500,000 charitable plee in 15 years C is correct. Açor is preparing a aft of the investment objectives section of IPS for Njau. Investment objectives inclu intifying funng nee angoals for the portfolio. So, Açor shoulinclu the $500,000 charitable plee to Uamini in 15 years in the investment objectives section of the IPS. Njau’s gois specific anis important part of the investment objectives thwill ive the preparation of the remainr of the IPS anthe execution of the investment strategy. 是说每年要500,000还是15年一共500,000呢
40% allocation to equities $500,000 charitable plee in 15 years C is correct. Açor is preparing a aft of the investment objectives section of IPS for Njau. Investment objectives inclu intifying funng nee angoals for the portfolio. So, Açor shoulinclu the $500,000 charitable plee to Uamini in 15 years in the investment objectives section of the IPS. Njau’s gois specific anis important part of the investment objectives thwill ive the preparation of the remainr of the IPS anthe execution of the investment strategy. 本题放错位置了吧?应该是属于下一部分parts of the investment polistatement的范畴
40% allocation to equities $500,000 charitable plee in 15 years C is correct. Açor is preparing a aft of the investment objectives section of IPS for Njau. Investment objectives inclu intifying funng nee angoals for the portfolio. So, Açor shoulinclu the $500,000 charitable plee to Uamini in 15 years in the investment objectives section of the IPS. Njau’s gois specific anis important part of the investment objectives thwill ive the preparation of the remainr of the IPS anthe execution of the investment strategy. 在讲义的哪部分体现了画框的内容