CFA三級(jí)知識(shí)點(diǎn)相比一二級(jí)是有很大的難度的，需要考生結(jié)合一二級(jí)知識(shí)點(diǎn)做綜合，不知道考生備考2023年CFA三級(jí)考試這個(gè)Client Investment Considerations知識(shí)點(diǎn)學(xué)習(xí)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(dāng)為客戶投資股票時(shí)，首先需要根據(jù)IPS的規(guī)定進(jìn)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(fēng)險(xiǎn)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(huì)在公司對(duì)環(huán)境的影響、社會(huì)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(dá)到社會(huì)和環(huán)境方面的目標(biāo)。

CFA知識(shí)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(shí)學(xué)習(xí)需要的是堅(jiān)持，如果你需要CFA課程和資料可以添加老師微信。