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Private Wealth Management - Reading 14: Managing Individual

Q1. Return requirements are those return levels associated with returns needed to meet:

A)   major goals.

B)   secondary goals.

C)   educational goals.

Q2. Risk objectives should be evaluated during which stage of the investment policy statement process? Concurrently with the:

A)   return objectives.

B)   capital market expectations formations.

C)   investment strategy decision.

Q3. Desired return objectives are those return levels associated with:

A)   secondary goals.

B)   major goals.

C)   vacation home goals.

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回复:(mayanfang1)[2009] Session 4: Private Weal...

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