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小米 · 2020年12月01日

问一道题:NO.PZ201710200200000103

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问题如下:

3. Raye believes the previous adviser’s specification for debt is incorrect given that, for purposes of asset allocation, asset classes should be:

选项:

A.

diversifying.

B.

mutually exclusive.

C.

relatively homogeneous.

解释:

C is correct.

In order to effectively specify asset classes for the purpose of asset allocation, assets within an asset class should be relatively homogeneous and have similar attributes. The previous adviser’s specification of the debt asset class includes global investment-grade corporate bonds and real estate. This definition results in a nonhomogeneous asset class.

为什么不选B呢 大盘股和US股 这两个不满足完全互斥啊

1 个答案

Shimin_CPA税法主讲、CFA教研 · 2020年12月02日

嗨,从没放弃的小努力你好:


题目问的是债券,不是股票。 债券里面除了有bond还有房地产,明显违反了 homogeneous 这个要求。


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