CFA论坛 » 【CFA学习难点答疑解惑】 » Ethics Standard V Investm Analysis, Recommendations & Action

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发表于 2013-4-17 19:08 | 只看该作者

Ethics Standard V Investm Analysis, Recommendations & Action

Investment, security, between, exactly

V. Investment Analysis, Recommendations and Action
V(B). Communication with Clients and Prospective Clients
? Must distinguish between opinions and facts and include the basic characteristics of the security being analyzed, portfolio structuring scheme etc.
Question - what exactly is portfolio structuring scheme? Can someone give an example? Thanks.

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发表于 2013-4-17 19:09 | 只看该作者

My guess would be the IPS by which the asset allocation and Portfolio is structured.

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