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七七 · 2024年03月27日

mission回答supporting spending needs of the endowment可以得分么?原文表述好复杂

NO.PZ2019100901000015

问题如下:

The Prometheo University Scholarship Endowment (the Endowment) was established in 1950 and supports scholarships for students attending Prometheo University. The Endowment’s assets under management are relatively small, and it has an annual spending policy of 6% of the five-year rolling asset value.

Formulate the investment objectives section of the investment policy statement for the Endowment

选项:

解释:

The mission of the Prometheo University Scholarship Endowment is to provide scholarships for students attending the university. In order to achieve this mission, the Endowment must maintain the purchasing power of the assets in perpetuity while achieving investment returns sufficient to sustain the level of spending necessary to support the scholarship budget. Therefore, the investment objective of the endowment should be to achieve a total real rate of return (after inflation) of at least 6% with a reasonable level of risk.

No.PZ2019100901000015 (问答题)

1 个答案

lynn_品职助教 · 2024年03月29日

嗨,从没放弃的小努力你好:


mission回答supporting spending needs of the endowment可以得分么?原文表述好复杂


加上一个into perpetuity更好,因为要考虑通胀。


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