1. Underline the word at right that best describes the client's: 2. Discuss appropriate client objectives: A....
Question:
1. Underline the word at right that best describes the client's:
2. Discuss appropriate client objectives:
A. Risk
B. Return
Transcribed Image Text:
Case Facts Type of mvestorInstututional; endowment Purpose Asset base Statedretum desire Other retum factors Provide anmual scholarships curently totaling $39.5 million $1 bilion 6percent, calculated as spending rate of 4 percent plus previously expected college tuition inflation of 2 percert Revised expectation of college tuition inflation is 3 percent Tax exampt lax concans A. Risk t Below average B. Liquidity requirement Significant C Time horizon Above average Not significant Multistage Single stage D. Overall time horzon Short to intermediate Long-term term E. Tax concem Significant Not signifi
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