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一只雪梨 · 2021年05月27日

不是很明白这道题考点

* 问题详情,请 查看题干

NO.PZ201511200300003101

问题如下:

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.

请问其他选项为什么不能选呢

1 个答案

伯恩_品职助教 · 2021年05月28日

嗨,爱思考的PZer你好:


同学你好,这个问题问什么项目必须包含在IPS的撰写中,你文章中写了 他在写IPS的 objective

B和C是IPS的其它部分,分别IPS的项目2和3,风险承受能力和资产分配。而不是投资目标,这样理解了吗?

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