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标题: Reading 16: Life-Cycle Investing－LOS b [打印本页]

作者: tycoon 时间: 2008-9-17 11:59 标题: [2008] Session 4－Reading 16: Life-Cycle Investing－LOS b

CFA Institute Area 3-5, 7, 12, 14-18: Portfolio Management
Session 4: Private Wealth Management
Reading 16: Life-Cycle Investing
LOS b: Explain how changes in the ratio of discretionary wealth to total assets can affect an investor's asset allocation.

作者: tycoon 时间: 2008-9-17 12:00

An investors wealth classification is determined by the:

A) ratio of assets to liabilities.
B)
amount of discretionary wealth relative to total assets.
C) sum of real assets, financial assets, and the present value of future savings.
D) investors age and total financial assets.

Answer and Explanation

An investors wealth classification is determined by the amount of discretionary wealth relative to the investors total assets.

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