鄭同學(xué)
2019-09-12 16:18ips中，是否兩個r屬于投資目標(biāo)，另外五個是投資限制呢？
所屬：CFA Level I 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個回答
Vicky助教
2019-09-12 17:03
該回答已被題主采納
同學(xué)你好，
是的。
Investment objectives: risk and return
Return objectives: absolute or relative basis
以上是投資目標(biāo)。
以下是投資限制。
Investment constraints
Liquidity—for cash spending needs (anticipated or unexpected).
Time horizon—the time between making an investment and needing the funds.
Tax concerns—the tax treatments of various accounts, and the investor’s marginal tax bracket.
Legal and regulatory factors—restrictions on investments in retirement, personal, and trust accounts.
Unique circumstances—investor preferences or other factors which has not been considered before.
E.g. religions, ethical behavior.
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追問
謝謝老師。過節(jié)快樂！
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追答
謝謝~中秋節(jié)快樂~
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