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Victutu · 2020年02月21日

问一道题：NO.PZ2018070201000116 [ CFA I ]

  1. CFA I
  2. Portfolio

问题如下：

Following are some descriptions about the underlying rationale for a written investment policy statement (IPS), which is the most correct?

选项：

A.

A written IPS is created to communicate the plan to achieve success in investment.

B.

The purpose for a written IPS is to protect investment managers from client’s potential lawsuits.

C.

A written IPS is created as an instruction for clients about the proper use and purpose of investments.

解释：

A is correct.

A written IPS is mutually created by clients and portfolio managers and is mainly used to help communicate investment objectives and constraints.

B为啥不对？也是保护投资经理啊
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1 个答案

星星_品职助教 · 2020年02月21日

同学你好，

IPS的主要目的是指导客户进行投资。虽然也可以起到保护基金经理的作用，但这个不是目的。

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