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来自:CFA > 2026 Level Ⅲ > Portfolio Construction > Learning Module 4 An Overview of Private Wealth Management 2025-12-09 13:27
现在有勘误了么,针对这道题目?
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融跃答疑王老师    2025-12-09 17:34

致精进的你:

答案有问题,选项b不对,应该选a,,,有勘误,但是完全改了,以下是勘误,

Which of the following investment parameter categories of the IPS is most likely to include Cree’s preference for investments that reflect his environmental and social concerns?
A. Investment parameters
B. Investment objectives

C. Duties and responsibilities


The correct answer is A. Investment parameters would contain limitations on how the portfolio can be invested and this is the most likely place for sustainability-related preferences to be mentioned.
B is incorrect as investment objectives would include short term and long-term goals. C is incorrect as duties and responsibilities would cover things such as the responsibilities of the wealth manager and the IPS review process.

The real talent is resolute aspirations.
真正的才智是刚毅的志向。