An investment policy statement for a firm’s short-term cash management function would least appropriately include :()A.a list of permissible securities.B.procedures to follow if the investment guidelines are violated.C.limits on the proportion of the
投资政策说明书的主要内容：界定客户的投资目标；界定投资的限制条件；根据投资目标与限制条件，制定投资策略。所以说明书是一个类似于协议性质的正式文件，主要目的是起到规范投资经理的投资行为的作用，以保护投资人的权益。
百度试题 题目10-3 investment policy statement A.投资策略 B.投资策略说明书 C.投资合同相关知识点: 试题来源: 解析 B investment policy statement:“投资策略说明书”。是一份用于指导投资过程的策略书反馈 收藏
An investment policy statement (IPS) is a document drafted between aportfolio managerand a client that outlines general rules for the manager. This statement provides the general investment goals and objectives of a client and describes the strategies that the manager should employ to meet these obj...
;;: Investment Policy Statement___ [Plan Name] ___ Dated1 Table of ContentsInvestment Policy Di
William Bonney, CFA, is writing an investment policy statement for one of his high net worth clients, Joey Rook. Rook is a retiree who receives Social Security benefits but because he was self-employed, has no pension income. He has a portfolio of 1.2 million and recently purchased a vacati...
executive who manages the investment activities and investment portfolio of a company, college, or other type of organization. They must be knowledgeable about finance and investing and must be able to lead others to achieve the investment goals set by the investment policy statement and their ...
中文投资政策声明 英语 翻译Investment Policy Statement IPS缩写是投资政策声明的意思,IPS全写Investment Policy Statement。 IPS缩写可能还有其它意思,请根据自身行业、属性核对选择IPS正确的英文缩写及全写。 参考资料: 1.百度翻译:投资政策声明 2.有道翻译:投资政策声明...
A is correct. Because the return objective specifies a target return relative to the FTSE 100 Index, the objective is best described as a relative return objective.【释义】因为回报目标指定了一个相对于富时100指数的目标回报,这个目标最好被描述为一个相对回报目标。B说的是绝对的收益目标,C说的是基于...
InvestmentPolicyStatement 系统标签: investmentstatementpolicyportfoliokarpassets InvestmentPolicyStatement For xxx I. INTRODUCTION PurposeofthisPolicyStatement InvestmentObjective II. INFORMATIONABOUTTHEPORTFOLIO III. RESPONSIBLITIESOFxxxANDTHEINVESTMENTCONSULTANT IV. RESPONSIBILITIESOFTHEINVESTMENTMANAGER ...