开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)｜3.2.5(安卓)APP下载

返回

秋樣 · 2022年04月02日

为什么这道题会有ethical concern？

  1. CFA III
  2. 个人IPS

NO.PZ2018091705000105

问题如下：

During their meeting, Açor and Bañuq discuss charitable pledges that Udhamini has recently received and the likelihood that Njau will meet her charitable pledge. Bañuq then asks Açor the following question:

“How might my investment objectives and constraints differ from those of a typical university endowment, such as Udhamini?

The day after Açor’s meeting with Bañuq, Açor realizes that her actions in the meeting may have raised an ethical concern.

The most appropriate response to Bañuq’s question is that he has: 


选项：

A.

a shorter time horizon. 

B.

 less significant tax considerations. 

C.

 less diverse investment objectives.

解释：

 A is correct. As a private client, Bañuq is more likely to have a shorter time horizon than that of Udhamini. Thus, Bañuq is likely to be more constrained with respect to risk taking and liquidity. A typical university endowment has a long time horizon, which can theoretically be infinite.

这道题的这句话，“raised an ethical concern”，不理解为什么。

添加评论
1 个答案

王暄_品职助教 · 2022年04月02日

因为Udhamin是大学的慈善基金嘛，相当于机构客户喽

所以如果回答这个问题“How might my investment objectives and constraints differ from those of a typical university endowment, such as Udhamini”很可能涉及透露客户信息

  • 1

    回答

  • 0

    关注

  • 701

    浏览
相关问题

NO.PZ2018091705000105 问题如下 ring their meeting, Açor anBañuq scuss charitable plees thUamini hrecently receiveanthe likelihoothNjwill meet her charitable plee. Bañuq then asks Açor the following question:“How might my investment objectives anconstraints ffer from those of a typicuniversity enwment, suUamini?The y after Açor’s meeting with Bañuq, Açor realizes thher actions in the meeting mhave raiseethicconcern.The most appropriate response to Bañuq’s question is thhe has: A.a shorter time horizon. less significant tconsirations. less verse investment objectives. A is correct. a private client, Bañuq is more likely to have a shorter time horizon ththof Uamini. Thus, Bañuq is likely to more constrainewith respeto risk taking anliquity. A typicuniversity enwment ha long time horizon, whictheoretically infinite. 如上

2024-04-06 16:10 1 · 回答

NO.PZ2018091705000105 问题如下 ring their meeting, Açor anBañuq scuss charitable plees thUamini hrecently receiveanthe likelihoothNjwill meet her charitable plee. Bañuq then asks Açor the following question:“How might my investment objectives anconstraints ffer from those of a typicuniversity enwment, suUamini?The y after Açor’s meeting with Bañuq, Açor realizes thher actions in the meeting mhave raiseethicconcern.The most appropriate response to Bañuq’s question is thhe has: A.a shorter time horizon. less significant tconsirations. less verse investment objectives. A is correct. a private client, Bañuq is more likely to have a shorter time horizon ththof Uamini. Thus, Bañuq is likely to more constrainewith respeto risk taking anliquity. A typicuniversity enwment ha long time horizon, whictheoretically infinite. 完全看不懂，考点是什么？

2024-01-14 21:01 1 · 回答

NO.PZ2018091705000105 问题如下 ring their meeting, Açor anBañuq scuss charitable plees thUamini hrecently receiveanthe likelihoothNjwill meet her charitable plee. Bañuq then asks Açor the following question:“How might my investment objectives anconstraints ffer from those of a typicuniversity enwment, suUamini?The y after Açor’s meeting with Bañuq, Açor realizes thher actions in the meeting mhave raiseethicconcern.The most appropriate response to Bañuq’s question is thhe has: A.a shorter time horizon. less significant tconsirations. less verse investment objectives. A is correct. a private client, Bañuq is more likely to have a shorter time horizon ththof Uamini. Thus, Bañuq is likely to more constrainewith respeto risk taking anliquity. A typicuniversity enwment ha long time horizon, whictheoretically infinite. 为什么机构的tissues是less complex呢？

2023-02-03 12:23 1 · 回答

NO.PZ2018091705000105问题如下ring their meeting, Açor anBañuq scuss charitable plees thUamini hrecently receiveanthe likelihoothNjwill meet her charitable plee. Bañuq then asks Açor the following question:“How might my investment objectives anconstraints ffer from those of a typicuniversity enwment, suUamini?The y after Açor’s meeting with Bañuq, Açor realizes thher actions in the meeting mhave raiseethicconcern.The most appropriate response to Bañuq’s question is thhe has: A.a shorter time horizon. less significant tconsirations. less verse investment objectives. A is correct. a private client, Bañuq is more likely to have a shorter time horizon ththof Uamini. Thus, Bañuq is likely to more constrainewith respeto risk taking anliquity. A typicuniversity enwment ha long time horizon, whictheoretically infinite.个人投资者要更分散投资吗？

2022-08-10 09:01 1 · 回答

NO.PZ2018091705000105问题如下 ring their meeting, Açor anBañuq scuss charitable plees thUamini hrecently receiveanthe likelihoothNjwill meet her charitable plee. Bañuq then asks Açor the following question:“How might my investment objectives anconstraints ffer from those of a typicuniversity enwment, suUamini?The y after Açor’s meeting with Bañuq, Açor realizes thher actions in the meeting mhave raiseethicconcern.The most appropriate response to Bañuq’s question is thhe has: A.a shorter time horizon. less significant tconsirations. less verse investment objectives. A is correct. a private client, Bañuq is more likely to have a shorter time horizon ththof Uamini. Thus, Bañuq is likely to more constrainewith respeto risk taking anliquity. A typicuniversity enwment ha long time horizon, whictheoretically infinite.我没理解到是考察个人和机构，这个点是怎么判断出来的？

2022-08-07 11:09 1 · 回答