蔡同學(xué)
2021-11-05 21:59IPS百題CASE2Q1為什么有些資產(chǎn)要exclude?
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
Chris Lan助教
2021-11-08 14:10
該回答已被題主采納
同學(xué)你好
因?yàn)檫@個(gè)題讓我們算的是 primary capital 。
Richards also owns investment real estate in the form of a warehouse unrelated to MTL, as well as 70,000 common shares of publicly traded Cintas (CTAS) that he inherited. He wants these two items to be considered concentrated positions.
他的資產(chǎn)中,這三個(gè)部分都是過于集中的資產(chǎn),而過于集中的資產(chǎn)都算在aspirational層級中。
