猫猫酱 · 2021年08月18日
这道题可以简化为这样回答吗？
Goal-based planning allows the adviser to incorporate psychological considerations into the asset allocation and portfolio construction process and would give Keller a basis to sit down with the Morrisons and identify the significant risk they face from their concentrated position and highlight that their allocations to the personal risk and market risk buckets are inadequate.
王暄_品职助教 · 2021年08月18日
【goal-based approach would allow the advisor to take into consideration of the client's psychological bias and would provide a basis for Keller to persuade the Morrisons that they face significant risk in their concentrated stock position and their asset allocation to personal risk bucket and market risk bucket is inadequate.】
你这段完全没有问题，可以加点数字进去，比如：90% of her assets are in risky budget and only 10% are allocated to the primariy budget
猫猫酱 · 2021年08月18日
我想了想，我可能考场上只能写出这些（语法纠正）：goal-based approach would allow the advisor to take into consideration the client's psychological bias and would provide a basis for Keller to persuade the Morrisons that they face significant risk in their concentrated stock position and their asset allocation to personal risk bucket and market risk bucket is inadequate.
猫猫酱 · 2021年08月18日
我想了想，我可能考场上只能写出这些：goal-based approach would allow the advisor to take into consideration of the client's psychological bias and would provide a basis for Keller to persuade the Morrisons that they face significant risk in their concentrated stock position and their asset allocation to personal risk bucket and market risk bucket is inadequate.
