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CFA考试(Level Ⅰ) - 相关题库
单选题 编号:2692763
1. An analyst is checking the information from his two clients William and Robert. William has been retired and is primarily concerned with achieving an investment return no less than the rate of inflation. Jules York is just in this mid-age and primarily concerned with his portfolio long term prospects setting a proper balance between capital gains and current income. Which of the following investment objectives is most appropriate for William and Robert, respectively?
  William       Robert
  • A.Current income    Capital appreciation
  • B.Capital preservation  Total return
  • C.Capital preservation  Capital appreciation

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