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DZ杰 · 2022年07月23日

$500,000 minimum investment requirement for alternative assets 组合3没有alternative assets不是不满足这个要求吗,为什么可以选

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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.


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解释:



 $500,000 minimum investment requirement for alternative assets 组合3没有alternative assets不是不满足这个要求吗,为什么可以选

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已采纳答案

lynn_品职助教 · 2022年07月25日

嗨,从没放弃的小努力你好:


The broker notes that there is a $500,000 minimum investment requirement for alternative assets.

这句的意思是broker指出,另类资产最低投资要求是50万起。说明另类不投就不投,要投就是50万起。就像我们买私募基金,最起码要100万起步。

如果是客户要求,最低配置50万以上的另类,它会站在客户的角度来讲,比方说Young要求要投资50万以上的另类产品。这整一段都不是站在客户的角度来介绍,而是站在broker的角度介绍产品和建议。

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就算太阳没有迎着我们而来,我们正在朝着它而去,加油!

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