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Fun with Schweser Ethics...
Jill Tillman, CFA, has a client who wishes to invest in private equity. The client’s total portfolio is $80 million. The client wants to invest $10 million in private equity, wants to keep the money invested for 7-10 years, and does not need liquidity. Tillman should:
A) invest the client’s money because private equity has the desired properties.
B) not invest the money because it represents too much of the client’s portfolio.
C) not invest the money because private equity requires a longer holding period than specified by the client. |
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发表于 2013-3-31 13:15
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