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勤酱努力奋斗中 · 2025年06月19日

这道题目有视频讲解吗?statement2里面,为何公开市场股票会是低流动性。不理解。

NO.PZ2024102501000002

问题如下:

Laura Powers is a senior investment analyst at Brotley University Foundation and works for the university endowment. Powers is preparing a recommendation to allocate more funds into illiquid investments for a higher potential return and is discussing the rationale with junior analyst Jasper Heard. Heard makes the following statements to Powers:

Statement 1: The endowment should shift funds into private equity and real estate. Specifically, within these asset classes, the endowment should target shorter-term investments. These investments tend to be the most illiquid and offer the highest liquidity premium.

Statement 2: The endowment should consider low liquidity public equity investments because they are shown to be close substitutes for private equity and real estate investments in terms of liquidity premium.

Determine whether Heard’s statements are correct. Justify your response.

选项:

解释:


如题

1 个答案

Lucky_品职助教 · 2025年06月20日

嗨,爱思考的PZer你好:


这道题是portfolio management pathway 机构IPS的原版书课后题,具体的讲解在我下面截图中红框的视频1.3倍速13:26左右开始,同学可以先听一下,如果还有不清楚的地方,我们再继续讨论。


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努力的时光都是限量版,加油!

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