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@_@ · 2020年08月15日

问一道题:NO.PZ2018070201000116 [ CFA I ]

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.

老师,请问这题是什么意思?

1 个答案

丹丹_品职答疑助手 · 2020年08月16日

嗨,从没放弃的小努力你好:


同学你好,本题是考查ips 的相关概念。a选项可以理解为ips定义,b选项是ips目的,c选项是ips写作目的,具体参见r54-the investment policy。请知悉


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就算太阳没有迎着我们而来,我们正在朝着它而去,加油!


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