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Melodyxie · 2019年11月11日

问一道题：NO.PZ201511200300000801

  1. CFA III
  2. 个人IPS

* 问题详情，请 查看题干

问题如下：

1. What is the expected future accumulation in 15 years assuming these parameters hold for that time period?

选项：

A.

£1,930,929.

B.

£1,962,776.

C.

£1,994,447.

解释：

B is correct.

r* = r(1–pdtd–piti–pcgtcg)

= 0.06*[1–(0.30)(0.15)–(0.20)(0.35)–(0.40)(0.25)]

= 0.0471 or 4.71 percent

T* = tcg(1–pd–pi–pcg)/(1–pdtd–piti–pcgtcg)

= tcg(1–0.30–0.20–0.40)/[1–(0.30)(0.15)–(0.20)(0.35)–(0.40)(0.25)]

= 0.0318

FVIFTaxable = £1,000,000[(1 + r*)n(1–T*) + T*]

= £1,000,000[(1 + 0.0471)15(1–0.0318) + 0.0318]

= £1,962,776

No.PZ201511200300000801

1. What is the expected future accumulation in 15 years assuming these parameters hold for that time period?

正确答案是: B

A

£1,930,929.

B

£1,962,776.

C

INCORRECT£1,994,447.

数据统计

做对次数: 962

做错次数: 450

正确率: 68.13%

解析

B is correct.

r* = r(1–pdtd–piti–pcgtcg)

= 0.06*[1–(0.30)(0.15)–(0.20)(0.35)–(0.40)(0.25)]

= 0.0471 or 4.71 percent

T* = tcg(1–pd–pi–pcg)/(1–pdtd–piti–pcgtcg)

= tcg(1–0.30–0.20–0.40)/[1–(0.30)(0.15)–(0.20)(0.35)–(0.40)(0.25)]

= 0.0318

FVIFTaxable = £1,000,000[(1 + r*)n(1–T*) + T*]

= £1,000,000[(1 + 0.0471)15(1–0.0318) + 0.0318]

= £1,962,776


这题我不是很理解，上课好像也没有相关例题

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1 个答案

包包_品职助教 · 2019年11月12日

同学你好，这道题是关于Blend Taxing Environments的计算的。

你可以听下这道例题的讲解，和这道题很类似，Blend Taxing Environments这节视频里面

 

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相关问题

NO.PZ201511200300000801 £1,962,776. £1,994,447. B is correct. r* = r(1–ppiti–pcgtcg) = 0.06*[1–(0.30)(0.15)–(0.20)(0.35)–(0.40)(0.25)] = 0.0471 or 4.71 percent T* = tcg(1–ppi–pcg)/(1–ppiti–pcgtcg) = tcg(1–0.30–0.20–0.40)/[1–(0.30)(0.15)–(0.20)(0.35)–(0.40)(0.25)] = 0.0318 FVIFTaxable = £1,000,000[(1 + r*)n(1–T*) + T*] = £1,000,000[(1 + 0.0471)15(1–0.0318) + 0.0318] = £1,962,776 老师帮忙看看

2021-05-19 22:18 1 · 回答

NO.PZ201511200300000801 不存在unrealiaze capitgain吗 ？我看利息+分红+ capitgain占比之和为90%（30%+40%+20%），难道不应该计算还有10%的unrealiaze capitgain吗？这样才能保证各部分的占比之和为100%。

2021-02-16 15:58 1 · 回答

£1,962,776. £1,994,447. B is correct. r* = r(1–ppiti–pcgtcg) = 0.06*[1–(0.30)(0.15)–(0.20)(0.35)–(0.40)(0.25)] = 0.0471 or 4.71 percent T* = tcg(1–ppi–pcg)/(1–ppiti–pcgtcg) = tcg(1–0.30–0.20–0.40)/[1–(0.30)(0.15)–(0.20)(0.35)–(0.40)(0.25)] = 0.0318 FVIFTaxable = £1,000,000[(1 + r*)n(1–T*) + T*] = £1,000,000[(1 + 0.0471)15(1–0.0318) + 0.0318] = £1,962,776T*的分子部分视频就没听懂什么意思，麻烦老师一下T*分子部分t*（1-Pi-PPcg）含义是什么？我的理解是unrealizecapitgain的税收？但是为什么分子要用未实现的capitgain的税收，怎么理解

2020-09-23 14:38 1 · 回答

£1,000,000[(1 + 0.0471)15(1–0.0318) + 0.0318] 怎么算不出题目的数字啊，能否说一下计算器怎么按

2020-08-05 17:03 1 · 回答

FVIFTaxable = £1,000,000[(1 + r*)n(1–T*) + T*] 老师前面[(1 + r*)n(1–T*)我都看得懂，最后这个+ T*]为什么要加上去？

2020-01-22 20:50 1 · 回答