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- 2026-01-30 发布于山西
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2025年CFA一级道德模拟
考试时间：______分钟总分：______分姓名：______
SectionA:CaseStudyQuestions
CaseStudy1:InvestmentManagerandClientRelationship
AlexChenisaPortfolioManageratBlueSkyInvestments,managingaportfolioofequitiesforclientsbasedonanadvisoryfeemodel.AlexhasbeenmanagingClientXsaccountforfiveyears.ClientXisanindividualinvestorwithamoderaterisktolerance.Theportfolioconsistsprimarilyoflarge-captechnologystocks.
Recently,Alexidentifiedasmall,emergingmarketcompanywithsignificantgrowthpotential.Duetothecompanyssizeandlimited
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