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atate2007

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tT
发表于 2013-4-1 14:28 | 只看该作者

IPS - Estate Planning and Unique Circumstances

part, all, property, children, personal
Anyone have any idea why on page 124 of the CFA text (book 2) they treat transfer of personal property, family foundations, gifts to children as part of Legal and Regulatory, but the example a few pages later (page 129) sticks all of it under Unique Circumstances?

 

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bleach

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发表于 2013-4-1 14:29 | 只看该作者
Unique Circumstances could be just about anything.

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lunarfollies

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发表于 2013-4-1 14:29 | 只看该作者
there is alot of overlap, usually if your in doubt, state it in each section you think it belongs.
The big ones for unique are:
large low basis stock holding
lack of diversity
correlation of human/financial capital
desire to stay away from certain industries (tobacco, alcohol)
aversion to losses below x amount (also part of risk obviously)
always list home and other assets not considered in the portfolio
thats all i can think of off the top of my head.

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