问题如下:
Which of the following is most likely to be included in the component of an IPS that defines the investment objectives?
选项:
A.The investor's risk willingness and ability.
B.The permitted asset types and leverage to be used.
C.The investor's unique needs and preferences.
解释:
A is correct.
The investment objectives mainly include an investor's return requirements and risk tolerance.
想问一下关于specific types of assets 在investment guidelines里面 与 investment constraints 里的unique needs的区别。两个不是都是在说clients对于投资的一些喜好吗?这两个不太会区分