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dada · 2020年09月14日

问一道题:NO.PZ2018091705000099 [ CFA III ]

问题如下:

Noèmie Açor works for an international bank as a private wealth adviser.  She prepares for two client meetings next week. First, Açor will meet with Winifred Njau, who has recently retired. Njau has made a charitable pledge to a non- profit university endowment, the Udhamini Fund. Açor prepares a draft of the investment objectives section of an investment policy statement (IPS) for Njau using selected client information, which is presented in Exhibit 1.

Based on Exhibit 1, which of the following items is Açor most likely to include in the section of the IPS she is drafting for Njau?

选项:

A.

Moderate risk tolerance

B.

40% allocation to equities

C.

$500,000 charitable pledge in 15 years

解释:

C is correct. Açor is preparing a draft of the investment objectives section of an IPS for Njau. Investment objectives include identifying funding needs and goals for the portfolio. So, Açor should include the $500,000 charitable pledge to Udhamini in 15 years in the investment objectives section of the IPS. Njau’s goal is specific and is an important part of the investment objectives that will drive the preparation of the remainder of the IPS and the execution of the investment strategy.

在讲义的哪部分体现了画框的内容

1 个答案

王暄_品职助教 · 2020年09月15日

嗨,努力学习的PZer你好:


基础班讲义第55页INVESTMENT OBJECTIVES部分讲到,本题的500,000属于量化了具体目标。


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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

2022-08-20 16:28 1 · 回答

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

2021-09-26 22:01 1 · 回答

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

2020-09-29 13:14 1 · 回答

为什么客户的风险承受能力不被inclu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?

2020-01-30 23:26 1 · 回答