岳同學(xué)
2020-11-02 10:56請(qǐng)問有關(guān)於這題goal achievement, process consistency, and portfolio performance 這樣寫可以嗎? goal achievement. 1. The manager is successful to achieve the goal because the portfolio achieved a better-than-expected return with an acceptable level of risk; 2. According the capital sufficiency analysis, the portfolio is likely to meet the client’s need. process consistency. 1. The portfolio has consistently delivered a desired result over the investment horizon, which suggests the manager achieved the goal based on the skills; 2. The manager followed the investment guideline stated in the IPS in terms of rebalancing the portfolio and communicating with the client. portfolio performance. 1. The portfolio delivered a better-than-expected result because the return is higher than the target and the expenses are reduced.
所屬：CFA Level III > Private Wealth 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
Nicholas助教
2020-11-02 17:09
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同學(xué)，下午好。
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