金同學(xué)
2023-06-29 17:01怎樣提高達到goal成功率的方法?麻煩老師用英語寫出來。謝謝
所屬:CFA Level III > Asset Allocation and Related Decisions in Portfolio 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
Essie助教
2023-06-30 09:47
該回答已被題主采納
你好,1. select appropriate investment products based on the characteristics of the goal, the future cash outlay required, and the size of the investment used to cover potential future cash flow requirements.
2. making goal-based allocation in advance, longer investment horizon.
