CFA三級考試Client Investment Considerations知識點學(xué)習的如何？

CFA三級知識點相比一二級是有很大的難度的，需要考生結(jié)合一二級知識點做綜合，不知道考生備考2023年CFA三級考試這個Client Investment Considerations知識點學(xué)習的如何？

The decision to include equities or the kinds of equities to include in a portfolio also depends on client investment considerations as outlined in the investment policy statement (IPS).當為客戶投資股票時，首先需要根據(jù)IPS的規(guī)定進行投資（RRTTLLU）。

（1）Clients with a high risk tolerance may prefer growth-oriented companies, while clients with a low risk tolerance may prefer stable, well-established companies that pay dividends.根據(jù)客戶的風險偏好決定投資類型；

（2）Client constraints may include environmental, social, and governance (ESG) considerations and religious beliefs.客戶還會在公司對環(huán)境的影響、社會影響、治理水平等方面有要求。

Negative screening (exclusionary screening),which excludes companies or sectors that do not meet client standards.排除掉不符合要求的；

Positive screening(i.e., best-in-class screening), which seeks to uncover companies or sectors that rank most favorably with clients.選擇zui符合要求的；

Thematic investing, which screens equities based on a specific theme, such as climate change.主題投資，投資于相關(guān)概念的股票。

Impact investing, which is a related approach that seeks to achieve targeted social or environmental objectives.通過投資達到社會和環(huán)境方面的目標。

CFA知識掌握不是一蹴而就的，需要考生不斷的積累，在備考CFA考試中遇到什么問題可以在線咨詢，CFA知識學(xué)習需要的是堅持，如果你需要CFA課程和資料可以添加老師微信。