Seeblick Cemetery Foundation Case Scenario
The mandate of Pool 2 also consists of two primary goals:
- A goal that the overall stock portfolio should consist of mature companies that have stable net incomes and high dividend yields
- A goal of expressing strong views on many major corporate issues through proxy voting
Q. Which of the following index methodologies is most appropriate to use as a benchmark for the overall stock portfolio described in Pool 2?
- Factor based
- Capitalization weighted
- Fundamentally weighted
Solution
A is correct. The value risk factor is associated with mature companies that have stable net incomes and high dividend yields. This factor-based method would create the most appropriate benchmark for the Pool 2 equity portfolio.
请问这题mature company/through proxy voting不是large cap不选B吗。。或者stable net incomes and high dividend yields不是fundamental么。。该怎么理解？谢谢
