皮同學(xué)
2020-03-08 15:25這里的aspional層為啥不包括衍生品這些風(fēng)險(xiǎn)很大的？
所屬：CFA Level III > Fixed-Income Portfolio 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
Chris Lan助教
2020-03-09 10:34
該回答已被題主采納
同學(xué)你好
衍生品也包括在這個(gè)層級(jí)的。
The third risk bucket can be referred to as the aspirational risk bucket. Here, the goal is the opportunity to increase wealth substantially—to have the possibility of moving upward in the wealth spectrum. Allocations to this bucket are expected to yield above-market returns but with substantial risk of loss of capital. This bucket is where the client would allocate his or her concentrated positions, including privately owned businesses, investment real estate, concentrated stock positions, stock options, and the like.
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