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moon · 2021年12月10日

组合3没有投资private equity，但是题目要求alternative要投资500,000，为什么要选择组合3

  1. CFA III
  2. Asset Allocation

* 问题详情，请 查看题干

NO.PZ201805280100000302

问题如下：

A broker proposes to Young three portfolios, shown in Exhibit 1. The broker also provides Young with asset class estimated returns and portfolio standard deviations in Exhibit 2 and Exhibit 3, respectively. The broker notes that there is a $500,000 minimum investment requirement for alternative assets. Finally, because the funds in the money market account are readily investible, the broker suggests using that account only for this initial investment round.


Young wants to earn at least 6.0% after tax per year, without taking on additional incremental risk. Young’s capital gains and overall tax rate is 25%.

Determine which proposed portfolio most closely meets Young’s desired objectives. (Circle one.) Justify your response.


选项：

解释：



组合3没有投资private equity，但是题目要求alternative要投资500,000，为什么要选择组合3

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1 个答案

郭静_品职助教 · 2021年12月12日

嗨，爱思考的PZer你好：


这句话的意思是，另类资产的投资门槛是50万。也就是说，可以不投另类资产，如果要投就必须投资50万以上。

注意：这个要求并不是客户要求另类投资要投50万，而是broker的要求：如果要买另类产品，必须要50万起步。

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