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shero · 2025年07月07日

老师,请问这样回答可以吗

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NO.PZ202301040900001002

问题如下:

(2) Recommend a new investment approach based for the Whatsit’s pension plan that is most likely to outperform the market. Justify your response and identify one advantage and one disadvantage of this approach.

选项:

解释:

Whatsit should use the endowment model.

Justification (either two of these is acceptable):

Ÿ Long time horizon

Ÿ High risk tolerance

Ÿ Relatively small liquidity needs

Ÿ Stuart’s experience with external managers to help with investment

Advantage:

Ÿ Ability to capture alpha and outperform the market over a long-time horizon, that is, high value-added potential.

Disadvantages (either one of these is acceptable):

Ÿ The endowment model is costly because of high alternative exposure, active management and outsourcing compared to a passive approach.

Difficult to implement if fund has large asset size.

1、 endowment model 

2、To enhance the return,the fund can allocate some alternatives. 

The average age of the workforce remains low. employees currently taking distributions from the fund represent approximately 5% of the total workforce. the investment horizon can be very long so they can investment in alternative.

3、The advantage is that it has a high value-added potential 

The disadvantage is that it is expensive.

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