劉同學(xué)
2024-08-16 17:56bc怎么區(qū)分用處
所屬:CFA Level I > Portfolio Management 視頻位置 相關(guān)試題
來(lái)源: 視頻位置 相關(guān)試題
1個(gè)回答
葛王璐助教
2024-08-16 21:14
該回答已被題主采納
同學(xué)你好,IPS有以下幾個(gè)部分:
Introduction:describes the client
Statement of Purpose:states the purpose of the IPS
Statement of Duties and Responsibilities:各方的責(zé)任和義務(wù)
Procedures: explains the steps to take to keep the IPS
Investment Objectives:通常指的是return和risk;
Investment Constraints.:如time horizon,tax,legal,liquidity,unique;
Investment Guidelines:provides information about how policy should be executed,如:是否允許使用杠桿、衍生品,以及不允許投資的特定類(lèi)型資產(chǎn)(如果有的話(huà))
Evaluation and Review:投資結(jié)果反饋指引
Appendices: 包括Strategic Asset Allocation和 Rebalancing Policy.
