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4#
发表于 2011-7-11 19:10
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montanidate Wrote:
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> Was Question 7 the "Describe the Port. Manager's
> Two principal Responsibilities" . . . .and other
> various "lists" for other parts of the question?
It had that, role of SAA, and comparing individual and institutional investors, pension plan risk, and institutional constraints.
A and B were pretty straightforward, C was pretty tricky. I put in a general statement along the lines of: "The asset allocation ensures the return requirement is being met according to the risk tolerance stated in the IPS." For D, I stated the main difference was the legal requirements most institutions face, while individuals generally don't have any. The guideline answer was more in the context of what their investment goals are. E was a throw away for me, I put down the following:
Responsibilities:
-Allocate assets in order to produce the required return.
-Not take excessive risk.
Factors
-Financial circumstances
-Tax laws
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