張同學
2020-05-03 17:33Grey recommends the purchase of a mutual fund that invests solely in long-term US Treasury bonds. He makes the following statements to his clients: I. “The payment of the bonds is guaranteed by the US government; therefore, the default risk of the bonds is virtually zero.” II. “If you invest in the mutual fund, you will earn a 10% rate of return each year for the next several years based on historical performance of the market.” Did Grey’s statements violate the CFA Institute Code and Standards?老師，您好，根據(jù)答題解析，對于此題我還不是很理解。答題解析中說：Statement 2的表述“will”這個詞代表了主觀想法并不是客觀觀點，但是題目中的“based on historical performance of the market”說明，是基于歷史的情況所做出的判斷。我不太理解解析中的主觀判斷是以什么為依據(jù)。 關(guān)于Statement 1中的Guarranteed，是不是意味著只要和美國國債有關(guān)的任何投資產(chǎn)品都是零風險？ 謝謝
所屬：CFA Level I > Ethical and Professional Standards 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個回答
Bingo助教
2020-05-06 14:10
該回答已被題主采納
同學你好。
如果題目中說由某政府機構(gòu)兜底，可以說它沒有風險。
關(guān)于表述2：you will earn a 10% rate of return each year for the next several years based on historical performance of the market.
根據(jù)歷史業(yè)績說你未來會獲得10%的受益是不可以的。
過去的業(yè)績不代表未來的業(yè)績。
未來會賺錢還是虧錢無法確定。
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