YW
2025-02-02 13:35這個第四題 投資fixed income為啥需要投行? 不是找private banking應該更合適嗎?
所屬:CFA Level III > Private Wealth Pathway 視頻位置 相關(guān)試題
來源: 視頻位置 相關(guān)試題
1個回答
Vincent助教
2025-02-05 08:45
該回答已被題主采納
你好
在“The role of other advisers and consultants”中,有個知識點,Personal/Commercial/Investment Banking Services,其中投行銀行家有4個服務,其中之一是以下
Investment Opportunities: may identify investments that align with a client’s financial objectives. This could range from private placements (on the buy side) to specialized investment funds that offer attractive growth or income potential.
用私募工具投資,題干中提到了用私募工具投資,這是Privatebanker的特征
