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2022-06-03 15:42個人IPS官網(wǎng)題:Joe Boylan Case Scenario這個case中關(guān)于這一問題,Using Exhibits 1 and 2, Marie’s total assets under a holistic balance sheet are closest to,為什么還要將current pension value 加入進來,這個value不是包括在tradition assets中嗎?也沒說是 vested還是unvested?
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個回答
Chris Lan助教
2022-06-06 16:13
該回答已被題主采納
同學(xué)您好
因為在表中,明顯說了,Has no debt, and her total assets calculated using a traditional balance sheet amount to $4 million, which includes $3 million in stocks and bonds and $250,000 in real estate. 這里面是沒有包含current pension value的,也就是說這里所說的traditional assets只是包含了一些金融資產(chǎn)。
