CFA三级考试Client Investment Considerations知识点学习的如何？

CFA三级知识点相比一二级是有很大的难度的，需要考生结合一二级知识点做综合，不知道考生备考2023年CFA三级考试这个Client Investment Considerations知识点学习的如何？

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).当为客户投资股票时，首先需要根据IPS的规定进行投资（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.根据客户的风险偏好决定投资类型；

（2）Client constraints may include environmental, social, and governance (ESG) considerations and religious beliefs.客户还会在公司对环境的影响、社会影响、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.选择zui符合要求的；

Thematic investing, which screens equities based on a specific theme, such as climate change.主题投资，投资于相关概念的股票。

Impact investing, which is a related approach that seeks to achieve targeted social or environmental objectives.通过投资达到社会和环境方面的目标。

CFA知识掌握不是一蹴而就的，需要考生不断的积累，在备考CFA考试中遇到什么问题可以在线咨询，CFA知识学习需要的是坚持，如果你需要CFA课程和资料可以添加老师微信。