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

學(xué)習(xí)是一個(gè)不斷積累的過(guò)程，每天學(xué)習(xí)一點(diǎn)，每天進(jìn)步一點(diǎn)！為了幫助大家更高效地備考2021年CFA考試，正保會(huì)計(jì)網(wǎng)校每日為大家上新CFA習(xí)題供大家練習(xí)。讓網(wǎng)校與您一起高效備考2021年CFA考試，夢(mèng)想成真！

【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. 

【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.

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)。