2020 CFA L3 原版书 私人财富管理-课后习题.pdfVIP

224 Reading 28 ■ Overview of Private Wealth Management PRACTICE PROBLEMS The following information relates to Questions 1–3 Henlopen McZhao is a private wealth manager. After a successful introductory meet- ing with Nescopeck Cree, she is meeting again with this new client to plan a wealth management strategy. McZhao seeks additional personal information from Cree. McZhao learns that Cree is 45 years old and is currently employed as an attorney. Cree has a number of specific financial goals that he wishes to achieve in the future but has no particular return objective for his portfolio. Because he has been invest- ing for 20 years, Cree is comfortable with moderate levels of market volatility. His employment provides for his current expenses, so Cree’s liquidity requirements are minimal. Cree prefers to have his environmental and social concerns reflected in his investment choices. 1 Discuss additional personal information that McZhao should gather from Cree in order to properly advise this new client. McZhao then focuses on Cree’s financial goals: ■■ Cree wants to fund university expenses for his three children, with the first payment starting in 10 years. Cree does not know what to