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圣灵霜子 · 2020年02月10日

问一道题:NO.PZ2018091705000091 [ CFA III ]

问题如下图:

选项:

A.

B.

C.

解释:

请问怎么理解equity-like?

为什么HC会equity like呢?剩下的70%是什么like?

1 个答案
已采纳答案

包包_品职助教 · 2020年02月11日

嗨,从没放弃的小努力你好:


equity like 就是有股票的性质,股票的最大特点就是现金流不稳定。如果工资有风险的话,也就是工资收入并不是确定的话,那就会eqiuty like

剩下的70%是什么我们不得而知,一般是bond like。这里因为只要算equity allocation 所以题目就只给了eqiuty like的比例


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NO.PZ2018091705000091问题如下 Marion currently hol $750,000 cash anshort investment, he then goes to his investment manager Collins for a scussion about his investment portfolio. Baseon the calculation, Marion’ humcapitis value$1.2 million an30% of it reveals equity-like. Collins termines thoverall target allocation of 45% equity is appropriate for Marion. Therefore in orr to meet the target equity allocation for toteconomic wealth, the financicapitequity allocation for Marion shoulclosest to: 44.1%. 69.0%. 63.9%. B is correct. 考点: Economic (HolistiBalanSheet 解析:Marion的 financicapitequity allocation计算如下: The equity allocation of the Barksle’s financicapitis calculatefollows: Toteconomic wealth = Humcapit+ Financicapit= $1,200,000 +$750,000 = $1,950,000. Target equity allocation of toteconomic wealth = $1,950,000 × 45% =$877,500 Humcapitequity allocation = $1,200,000 × 30% = $360,000 Financicapitequity allocation = $877,500 – $360,000 = $517,500 Financicapitequity allocation = Financiequity allocation/Totfinancicapital= $517,500/$750,000 = 0.69, or 69% 麻烦问下老师,为啥➗financiasset?谢谢

2023-08-24 13:40 1 · 回答

NO.PZ2018091705000091 问题如下 Marion currently hol $750,000 cash anshort investment, he then goes to his investment manager Collins for a scussion about his investment portfolio. Baseon the calculation, Marion’ humcapitis value$1.2 million an30% of it reveals equity-like. Collins termines thoverall target allocation of 45% equity is appropriate for Marion. Therefore in orr to meet the target equity allocation for toteconomic wealth, the financicapitequity allocation for Marion shoulclosest to: 44.1%. 69.0%. 63.9%. B is correct. 考点: Economic (HolistiBalanSheet 解析:Marion的 financicapitequity allocation计算如下: The equity allocation of the Barksle’s financicapitis calculatefollows: Toteconomic wealth = Humcapit+ Financicapit= $1,200,000 +$750,000 = $1,950,000. Target equity allocation of toteconomic wealth = $1,950,000 × 45% =$877,500 Humcapitequity allocation = $1,200,000 × 30% = $360,000 Financicapitequity allocation = $877,500 – $360,000 = $517,500 Financicapitequity allocation = Financiequity allocation/Totfinancicapital= $517,500/$750,000 = 0.69, or 69% 讲义上说如果hc更像bon那就要多投equity

2023-08-18 08:08 2 · 回答

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2021-03-02 08:49 1 · 回答

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2020-08-01 20:40 1 · 回答