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cui1130 · 2022年04月13日

A的说法有问题啊，IPS并不能保证投资一定成功啊

  1. CFA I
  2. Portfolio

NO.PZ2018070201000116

问题如下：

Following are some descriptions about the underlying rationale for a written investment policy statement (IPS), which is the most correct?

选项：

A.

A written IPS is created to communicate the plan to achieve success in investment.

B.

The purpose for a written IPS is to protect investment managers from client’s potential lawsuits.

C.

A written IPS is created as an instruction for clients about the proper use and purpose of investments.

解释：

A is correct.

A written IPS is mutually created by clients and portfolio managers and is mainly used to help communicate investment objectives and constraints.

A的说法有问题啊，IPS并不能保证投资一定成功啊

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1 个答案

Kiko_品职助教 · 2022年04月14日

嗨，爱思考的PZer你好：


是的，IPS并不能保证成功，但IPS的目的就是基金经理为了能成功达到客户的投资目标而双方协定的。

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