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猫猫酱 · 2021年08月11日

R28个人IPS

课后题7.8.老李都只讲了识别,没有讲justification and explanation,答案又是一大堆一大堆的,请问这两题应该怎么回答?

1 个答案

王暄_品职助教 · 2021年08月13日

第七题:

要求我们识别客户的种类,运用【结论证据解释】进行解答。

对于写出的客户种类首先定义其内容,然后结合文中给出的客户特性,论证结果。

比如针对Stage 1 可以将答案缩成如下:

During this stage, Sili’s portfolio will be relatively small and he will not be able to afford to pay the fees of a traditional wealth management firm.Robo-advisers support advanced asset allocation techniques, implement typically with exchange-traded funds or mutual funds, and are lower-cost alternatives for relatively small portfolios.


第八题:

同理,我们使用【结论证据解释】进行解答

举例:

A mortality table allows for estimating the present value of retirement spending needs by associating each outflow with a probability based on life expectancy.

Sili uses a mortality table to determine the probability that he will live to a certain age. This information allows him to predict his anticipated inflation-adjusted retirement spending according to the probability that he will be living in a given year.


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