开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)|3.2.5(安卓)APP下载

little_back · 2022年08月28日

请老师解答一下C答案。

NO.PZ2019012201000056

问题如下:

Regulas Funds: Invests in a combination of global equity securities from 5–10 different countries. Portfolio weights are adjusted to take advantage of companies that appear to have the best near-term growth prospects.

Clickman asks Leeter how Regulas Funds determines its equity selections. Leeter says that Regulas uses monthly data from non-traditional, but measurable, sources to determine the influence of customer and government attitudes toward a firm and its products. Leeter also notes that Regulas compares its performance relative to an equity benchmark customized to its strategy and that the factors tend to be more volatile than traditional market factors. He also states that the fund does tend to suffer in performance when exchange rates are volatile.


Using Exhibit 1 and the equity selection process of Regulas Funds, the strategy will most likely benefit from:


选项:

A.

a portfolio overlay

B.

a new benchmark

C.

using annual rebalancing

解释:

Regulas Funds will benefit from a portfolio overlay of derivative securities to eliminate exchange rate risk.

B is incorrect. Regulas uses a custom benchmark that is already appropriate for its strategy.

C is incorrect. Annual rebalancing is too infrequent given the volatile nature of the factors used by Regulas.

题干哪里可以判断annual Rebalance频率高或者低?

1 个答案
已采纳答案

笛子_品职助教 · 2022年08月29日

嗨,爱思考的PZer你好:


题干哪里可以判断annual Rebalance频率高或者低?

这里有一个near -growth的词汇。

Regulas Funds: Invests in a combination of global equity securities from 5–10 different countries. Portfolio weights are adjusted to take advantage of companies that appear to have the best near-term growth prospects.


这家公司是在5-10个不同的国家,寻找近期高增长的公司。既然是近期高增长,那么以annual Rebalance,频率就太低了。



----------------------------------------------
就算太阳没有迎着我们而来,我们正在朝着它而去,加油!

  • 1

    回答
  • 3

    关注
  • 745

    浏览
相关问题

NO.PZ2019012201000056 问题如下 RegulFun: Invests in a combination of globequity securities from 5–10 fferent countries. Portfolio weights are austeto take aantage of companies thappeto have the best near-term growth prospects.Clickmasks Leeter how RegulFun termines its equity selections. Leeter says thReguluses monthly ta from non-trational, but measurable, sources to termine the influenof customer angovernment attitus towara firm anits procts. Leeter also notes thRegulcompares its performanrelative to equity benchmark customizeto its strategy anththe factors tento more volatile thtrationmarket factors. He also states ththe funes tento suffer in performanwhen exchange rates are volatile.Using Exhibit 1 anthe equity selection process of RegulFun, the strategy will most likely benefit from: A.a portfolio overl B.a new benchmark C.using annurebalancing RegulFun willbenefit from a portfolio overlof rivative securities to eliminate exchangerate risk.B is incorrect.Reguluses a custom benchmark this alrea appropriate for its strategy.C is incorrect.Annurebalancing is too infrequent given the volatile nature of the factorsuseRegulas. 请

2024-01-16 15:20 1 · 回答

NO.PZ2019012201000056问题如下RegulFun: Invests in a combination of globequity securities from 5–10 fferent countries. Portfolio weights are austeto take aantage of companies thappeto have the best near-term growth prospects.Clickmasks Leeter how RegulFun termines its equity selections. Leeter says thReguluses monthly ta from non-trational, but measurable, sources to termine the influenof customer angovernment attitus towara firm anits procts. Leeter also notes thRegulcompares its performanrelative to equity benchmark customizeto its strategy anththe factors tento more volatile thtrationmarket factors. He also states ththe funes tento suffer in performanwhen exchange rates are volatile.Using Exhibit 1 anthe equity selection process of RegulFun, the strategy will most likely benefit from:A.a portfolio overlB.a new benchmark C.using annurebalancing RegulFun willbenefit from a portfolio overlof rivative securities to eliminate exchangerate risk.B is incorrect.Reguluses a custom benchmark this alrea appropriate for its strategy.C is incorrect.Annurebalancing is too infrequent given the volatile nature of the factorsuseRegulas. 这道题在问什么,没理解这道题的意义

2024-01-06 19:47 1 · 回答

NO.PZ2019012201000056问题如下RegulFun: Invests in a combination of globequity securities from 5–10 fferent countries. Portfolio weights are austeto take aantage of companies thappeto have the best near-term growth prospects.Clickmasks Leeter how RegulFun termines its equity selections. Leeter says thReguluses monthly ta from non-trational, but measurable, sources to termine the influenof customer angovernment attitus towara firm anits procts. Leeter also notes thRegulcompares its performanrelative to equity benchmark customizeto its strategy anththe factors tento more volatile thtrationmarket factors. He also states ththe funes tento suffer in performanwhen exchange rates are volatile.Using Exhibit 1 anthe equity selection process of RegulFun, the strategy will most likely benefit from:A.a portfolio overlB.a new benchmark C.using annurebalancing RegulFun willbenefit from a portfolio overlof rivative securities to eliminate exchangerate risk.B is incorrect.Reguluses a custom benchmark this alrea appropriate for its strategy.C is incorrect.Annurebalancing is too infrequent given the volatile nature of the factorsuseRegulas. 如题怎么看出BM是合适的?

2023-09-22 17:12 1 · 回答

NO.PZ2019012201000056 问题如下 RegulFun: Invests in a combination of globequity securities from 5–10 fferent countries. Portfolio weights are austeto take aantage of companies thappeto have the best near-term growth prospects.Clickmasks Leeter how RegulFun termines its equity selections. Leeter says thReguluses monthly ta from non-trational, but measurable, sources to termine the influenof customer angovernment attitus towara firm anits procts. Leeter also notes thRegulcompares its performanrelative to equity benchmark customizeto its strategy anththe factors tento more volatile thtrationmarket factors. He also states ththe funes tento suffer in performanwhen exchange rates are volatile.Using Exhibit 1 anthe equity selection process of RegulFun, the strategy will most likely benefit from: A.a portfolio overl B.a new benchmark C.using annurebalancing RegulFun willbenefit from a portfolio overlof rivative securities to eliminate exchangerate risk.B is incorrect.Reguluses a custom benchmark this alrea appropriate for its strategy.C is incorrect.Annurebalancing is too infrequent given the volatile nature of the factorsuseRegulas. 这边详解写说overlay可以对冲汇率风险, 但题目问的不是说他对增长有潜在预期吗? 不应该是针对增长预期的短期调整吗? 为何是针对汇率对冲?

2023-02-13 22:59 3 · 回答

NO.PZ2019012201000056 问题如下 RegulFun: Invests in a combination of globequity securities from 5–10 fferent countries. Portfolio weights are austeto take aantage of companies thappeto have the best near-term growth prospects.Clickmasks Leeter how RegulFun termines its equity selections. Leeter says thReguluses monthly ta from non-trational, but measurable, sources to termine the influenof customer angovernment attitus towara firm anits procts. Leeter also notes thRegulcompares its performanrelative to equity benchmark customizeto its strategy anththe factors tento more volatile thtrationmarket factors. He also states ththe funes tento suffer in performanwhen exchange rates are volatile.Using Exhibit 1 anthe equity selection process of RegulFun, the strategy will most likely benefit from: A.a portfolio overl B.a new benchmark C.using annurebalancing RegulFun willbenefit from a portfolio overlof rivative securities to eliminate exchangerate risk.B is incorrect.Reguluses a custom benchmark this alrea appropriate for its strategy.C is incorrect.Annurebalancing is too infrequent given the volatile nature of the factorsuseRegulas. 这个考察是哪个知识点?

2022-11-20 20:17 1 · 回答