CFA Level 1:風(fēng)險(xiǎn)-收益的權(quán)衡；客戶承擔(dān)風(fēng)險(xiǎn)的能力

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來(lái)源: 正保會(huì)計(jì)網(wǎng)校編輯：大耳朵圖圖 2020/09/08 10:06:11　字體：大小

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【CFA習(xí)題】

In the context of strategic asset allocation, adding asset classes with low correlation will most likely improve a portfolio's risk-return trade-off as long as the stand-alone risk of the added asset class:

A. does not exceed its diversification effect.

B. equals its diversification effect.

C. exceeds its diversification effect.

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【答案】

【解析】

In general, adding assets classes with low correlation improves the risk–return trade-off as long as the stand-alone risk of the added asset class does not exceed its diversification effect.

【CFA習(xí)題】

You are preparing an investment policy statement for a client who manages her own successful marketing consultancy. Her annual income is approximately $500,000. She describes herself as a finance novice. Most of her savings are invested in bank term deposits and short-term government securities. In her responses to the standard risk assessment questionnaire, she strongly agrees with the statements that she "feels more comfortable putting money in a bank account than in the stock market." Also, she "thinks of the word 'risk' as being a 'loss'". Based on this information, your client's ability and willingness to take risk can best be described as:

A. high ability and low willingness.

B. high ability and willingness.

C. low ability and high willingness.

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【答案】

【解析】

By accessing this mock exam, you agree to the following terms of use: This mock exam is provided to currently- registered CFA candidates. Candidates may view and print the exam for personal exam preparation only. The following activities are strictly prohibited and may result in disciplinary and/or legal action: accessing or permitting access by anyone other than currently-registered CFA candidates; copying, posting to any website, emailing, distributing and/or reprinting the mock exam for any purpose. Although the client owns a successful business and has a high income, she exhibits above-average risk aversion, indicating that her ability to take risk is high but her willingness to take risk is low.

有時(shí)候，你必須一個(gè)人走，這不是孤獨(dú)，而是選擇。我們時(shí)時(shí)刻刻都在選擇，你選擇過(guò)什么樣的生活就需要付出什么樣的代價(jià)。既然選擇了CFA，就要朝著它勇敢向前，每天進(jìn)步一點(diǎn)點(diǎn)，基礎(chǔ)扎實(shí)一點(diǎn)點(diǎn)，通過(guò)考試也就會(huì)更容易一點(diǎn)點(diǎn)。