Joe
2022-05-09 14:49老師,圖中原版書這句話怎么理解?The IPS should be reviewed annually; however, revisions should be infrequent, such as when material changes occur in investor circumstances and/or the market environment, as the IPS serves as the foundation for the investment program. 為什么revisions should be infrequent?
所屬:CFA Level III > Private Wealth Management 視頻位置 相關試題
來源: 視頻位置 相關試題
1個回答
Chris Lan助教
2022-05-10 15:49
該回答已被題主采納
同學您好
這句話的意思就是IPS每年要審核,但一般不太需要頻繁修改。審核就是檢查一下組合是不是按IPS的要求在投資,有沒有達成投資效果,而修改是修改IPS中的內(nèi)容。審核和修改內(nèi)容不是一個概念。
