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天天天儿 · 2024年07月06日

为什么有的项要加总

  1. CFA III
  2. Asset Allocation

* 问题详情，请 查看题干

NO.PZ202206210100000406

问题如下：

Based on an economic balance sheet, the answer to Wong’s question about the underfunding of the endowment (in $ millions) is closest to:

选项：

A.

105.6

B.

55.6

C.

196.6

解释：

B is correct. Based on an economic balance sheet, the endowment will be underfunded by $55.6 million (see calculation below).


A is incorrect. It does not include the $50 million donation as part of the proposal (746.6 – 50.0 – 802.2).

C is incorrect. It does not include the $141 (= $53.2 + $87.8) million in restricted funds (746.6 – 53.2 – 87.8 – 802.2).


比如immediate available fund,以及immediate available fund，restricted to scholarships. 还有最后的pv of contribution, 一个unrestricted一个restricted to scholarships.我理解的是这两类项选一类（比如都选resteicted to scholarships的)放进asset或liability就可以了，为什么都加入或减去呢？

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Lucky_品职助教 · 2024年07月07日

嗨，爱思考的PZer你好：


同学你好：


因为它们并不是同一笔钱。

比如，现在有一笔100万的现金，我会约定这其中有60万，只能用作我孩子出国留学用（immediate available fund，restricted to scholarships），而其余的40万，可以随便花（immediate available fund）。它俩之间并不是包含的关系）

或者说，endowment明天会有多少钱的捐赠，现在就会约定好，这其中有多少比例只能作为发放奖学金，剩下，才可以自由支配，这也就是后面你提到的两个PV之间的区别，它们也不是包含的关系。

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就算太阳没有迎着我们而来，我们正在朝着它而去，加油！

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