ly2023-08-13 12:37:22
老师,您好,机构投资者的管理者需要在哪些方面expertise,哪些只是了解即可,题目如下:When the Benettons searched for a wealth management firm, their objective was to select a firm whose wealth managers had the following attributes: Capital market proficiency, including sector and security expertise Financial planning knowledge, including proficiency in insurance and taxation Portfolio construction ability, including detailed knowledge of asset class risk, return, and correlation问题如下:In their search for a wealth management firm, the attribute that the Benettons are most likely to find in a private wealth manager is: Attribute 1. Attribute 2. Attribute 3.
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Essie2023-08-13 18:29:30
对于私人财富管理公司,最应该具备的能力是组合构件能力,attribute 3,包括对资产类别风险、回报和相关性的详细知识),以及投资工具、基金经理、产品和执行策略的知识。这与投资组合构建密切相关,因为构建一个适当的投资组合需要考虑不同资产类别之间的关联性、风险和回报特性,以达到投资目标和风险承受能力。
A选项错误,私人财富经理需要对资本市场和资产类别有广泛的了解,但他们通常不会成为投资专家,proficiency不是必要条件。
B选项错误,因为财富经理通常不是专业的金融规划领域专家,如保险、税务和财产规划。但是私人财富经理可以了解这些领域的知识可以为客户增加价值。
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