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來自：CFA > 2026 Level Ⅲ > Portfolio?Construction > Learning Module 4 An Overview of Private Wealth Management 2025-12-09 13:27

現(xiàn)在有勘誤了么，針對這道題目？

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融躍答疑王老師 2025-12-09 17:34

致精進的你:

答案有問題，選項b不對，應(yīng)該選a，，，有勘誤，但是完全改了，以下是勘誤，

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.
真正的才智是剛毅的志向。

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