岳同學(xué)
2020-11-04 15:41請(qǐng)問關(guān)於goal based這題解答寫得很長(zhǎng)，如果我考試的時(shí)候這樣寫是否不行? 1. The investor allocates a large amount of his capital to assets exposing to high volatility, which might pose too much risk. 2. The amount of assets being located at each level depends on the volatility and probability of achievement of a specific goal. 3. The aspirational bucket should allocate a lower amount of the investor's capital because the asset allocated at this level indicates a lower probability of success and higher volatility. Morrison allocates 90% of his assets to the aspirational bucket, which indicates he is exposed to too much risk.
所屬：CFA Level III > Private Wealth Management 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個(gè)回答
Nicholas助教
2020-11-05 13:55
該回答已被題主采納
同學(xué)，下午好。
以下僅代表個(gè)人觀點(diǎn)：
個(gè)人覺得同學(xué)這里的書寫時(shí)可以的。但是還是要看一下前后文和題目要求，
若前后文描述了具體的每個(gè)層級(jí)應(yīng)該配置或者建議配置的資產(chǎn)，這里應(yīng)該有描述；
如果題目要求分?jǐn)?shù)較高，建議在每個(gè)層級(jí)加上對(duì)應(yīng)的建議，應(yīng)該怎么配置。
致正在努力的你，望能解答你的疑惑~
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