开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)|3.2.5(安卓)APP下载

Doveliu · 2019年10月20日

问一道题:NO.PZ2018091705000063 [ CFA III ]

问题如下图:

由于是common stock可以写equity monetization、hedging和yield enhancement么?

1 个答案
已采纳答案

包包_品职助教 · 2019年10月21日

同学你好,如果是common stock可以写equity monetization、hedging和yield enhancement。

但是这道题目问的是several tools that can be used to mitigate the risk of a concentrated single stock position,也就是针对单一股票的风险降低的方法,那就是outright sale, monetization, and hedging.

虽然答案里面有句话说是a concentrated position in a publicly traded common stock ,但是从题目我们是看不出来这个股票是publicly traded common stock。所以我觉得我们就还是把写outright sale, monetization, and hedging. 比较合适

张悦 · 2020年02月29日

我与楼主有同样的疑惑。题目中说mbi is large publicly traded company 为何不能通过这个点判断这个是common stock呢

  • 1

    回答
  • 1

    关注
  • 446

    浏览
相关问题

NO.PZ2018091705000063 Hill refers his frien RicharMorrison, the former CEO of Masury Brie anIron (MBI), to Keller to scuss his wealth goals. Keller realizes ththe Morrisons’ cision making is influencepsychologicconsirations ancis to use a goal-baseplanning approach. Keller constructs the table below to simplify the scussion their next schelemeeting. TableMorrison Family Wealth stribution Keller tells the Morrisons: \"versification is a beoinvestment principle, anthere are severtools thcuseto mitigate the risk of a concentratesingle stoposition.\" Intify anscrithree tools Keller is referring to in the above statement. The three tools for aressing a concentrateposition in a publicly tracommon stoinclu outright sale, monetization, anheing. With outright sale, owners csell the concentrateposition, whigives them fun to meet a spenng neeor reinvest. outright sale typically results in significant tliabilities. Monetization strategies provi the owners with fun to spenor reinvest without triggering a taxable event. A loagainst the value of a concentrateposition is example of a monetization strategy. The owner of a concentrateposition chee the value of the concentrateposition with rivatives. A long put position is example of a hee. 在equity monetization的方法中就可以写三个tool,short sell against the box、totreturn equity swap、forwarconversion 、equity forwarsale contract...不知道问的是整体层面的,还是细节层面的

2021-07-25 18:06 1 · 回答

Hill refers his frien RicharMorrison, the former CEO of Masury Brie anIron (MBI), to Keller to scuss his wealth goals. Keller realizes ththe Morrisons’ cision making is influencepsychologicconsirations ancis to use a goal-baseplanning approach. Keller constructs the table below to simplify the scussion their next schelemeeting. TableMorrison Family Wealth stribution Keller tells the Morrisons: \"versification is a beoinvestment principle, anthere are severtools thcuseto mitigate the risk of a concentratesingle stoposition.\" Intify anscrithree tools Keller is referring to in the above statement. The three tools for aressing a concentrateposition in a publicly tracommon stoinclu outright sale, monetization, anheing. With outright sale, owners csell the concentrateposition, whigives them fun to meet a spenng neeor reinvest. outright sale typically results in significant tliabilities. Monetization strategies provi the owners with fun to spenor reinvest without triggering a taxable event. A loagainst the value of a concentrateposition is example of a monetization strategy. The owner of a concentrateposition chee the value of the concentrateposition with rivatives. A long put position is example of a hee. 老師 這題答案的意思 是針對privately helstocks嗎? 未上市股票那種? 答案好奇怪

2020-11-02 23:40 2 · 回答

Hill refers his frien RicharMorrison, the former CEO of Masury Brie anIron (MBI), to Keller to scuss his wealth goals. Keller realizes ththe Morrisons’ cision making is influencepsychologicconsirations ancis to use a goal-baseplanning approach. Keller constructs the table below to simplify the scussion their next schelemeeting. TableMorrison Family Wealth stribution Keller tells the Morrisons: \"versification is a beoinvestment principle, anthere are severtools thcuseto mitigate the risk of a concentratesingle stoposition.\" Intify anscrithree tools Keller is referring to in the above statement. The three tools for aressing a concentrateposition in a publicly tracommon stoinclu outright sale, monetization, anheing. With outright sale, owners csell the concentrateposition, whigives them fun to meet a spenng neeor reinvest. outright sale typically results in significant tliabilities. Monetization strategies provi the owners with fun to spenor reinvest without triggering a taxable event. A loagainst the value of a concentrateposition is example of a monetization strategy. The owner of a concentrateposition chee the value of the concentrateposition with rivatives. A long put position is example of a hee. 三大工具是指已经涨价后如何消除concentrateposition带来的risk,如何看出来本题问的是涨价后?如果我回答goal-baseasset location antransfer给不给分呢?

2020-05-05 10:48 1 · 回答

Hill refers his frien RicharMorrison, the former CEO of Masury Brie anIron (MBI), to Keller to scuss his wealth goals. Keller realizes ththe Morrisons’ cision making is influencepsychologicconsirations ancis to use a goal-baseplanning approach. Keller constructs the table below to simplify the scussion their next schelemeeting. TableMorrison Family Wealth stribution Keller tells the Morrisons: \"versification is a beoinvestment principle, anthere are severtools thcuseto mitigate the risk of a concentratesingle stoposition.\" Intify anscrithree tools Keller is referring to in the above statement. The three tools for aressing a concentrateposition in a publicly tracommon stoinclu outright sale, monetization, anheing. With outright sale, owners csell the concentrateposition, whigives them fun to meet a spenng neeor reinvest. outright sale typically results in significant tliabilities. Monetization strategies provi the owners with fun to spenor reinvest without triggering a taxable event. A loagainst the value of a concentrateposition is example of a monetization strategy. The owner of a concentrateposition chee the value of the concentrateposition with rivatives. A long put position is example of a hee. 请问如果我按照非上市股票作答,比如引入战投或财务投资人策略,是否给分?

2019-12-01 23:40 1 · 回答

Hill refers his frien RicharMorrison, the former CEO of Masury Brie anIron (MBI), to Keller to scuss his wealth goals. Keller realizes ththe Morrisons’ cision making is influencepsychologicconsirations ancis to use a goal-baseplanning approach. Keller constructs the table below to simplify the scussion their next schelemeeting. TableMorrison Family Wealth stribution Keller tells the Morrisons: \"versification is a beoinvestment principle, anthere are severtools thcuseto mitigate the risk of a concentratesingle stoposition.\" Intify anscrithree tools Keller is referring to in the above statement. The three tools for aressing a concentrateposition in a publicly tracommon stoinclu outright sale, monetization, anheing. With outright sale, owners csell the concentrateposition, whigives them fun to meet a spenng neeor reinvest. outright sale typically results in significant tliabilities. Monetization strategies provi the owners with fun to spenor reinvest without triggering a taxable event. A loagainst the value of a concentrateposition is example of a monetization strategy. The owner of a concentrateposition chee the value of the concentrateposition with rivatives. A long put position is example of a hee. 第三种方法为什么不是yielenhancement?而是outright sale呢?

2019-11-14 18:33 1 · 回答