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TZXคิดถึง · 2023年04月29日

想知道这道题的知识点在哪儿？

  1. CFA II
  2. FRA

* 问题详情，请 查看题干

NO.PZ202304050100011901

问题如下：

(1) The average return on fixed-income assets for NANLife in 2018 is closest to: (2020 mock A PM 23)

选项：

A.

4.6%.

B.

4.8%.

C.

5.1%.

解释：

The average return on fixed-income assets is calculated as follows: Investment income from fixed income ÷ Average fixed-income assets.

Investment income = Interest income + Gains/losses from fixed-income investments = $6,610 + $300 = $6,910.

Average fixed-income assets including debt securities + Loan and deposits = (½)($8,800 + $141,000) + (½)($9,000 + $130,800) = $144,800.

Average return = 6,910 ÷ 144,800 = 4.8%.

感觉老师课上没讲过这个指标怎么算，为啥这些指标算固收收益？可以把知识点对应的视频发给我吗？

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王园圆_品职助教 · 2023年04月29日

同学你好，请看以下讲义截图，本题对应的固收平均收益率可以参考以下黄色的公式

但是这其实是属于一个比较基本的计算，我们在一级的时候就知道怎么算收益率了哦，这里比较特别的就是分母是需要计算平均资产而不是用期初资产的值，同学可以作为一个补充知识点稍微记忆一下即可

至于你说的为什么算固收，请看下图，题目表格首先强调了investment portfolio，所以下面的就都是公司的投资项目了

而loan and deposits就是存款以及放出的贷款的意思，这就是收利息的一种投资，肯定属于固收

debt securities 就是债券类产品，也肯定属于固收

这个分类都是我们一级的知识点了，同学可以再看看fixed income一级的内容，回忆一下

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NO.PZ202304050100011901 问题如下 (1) The average return on fixeincome assets for NANLife in 2018 is closest to: (2020 moA PM 23) A.4.6%. B.4.8%. C.5.1%. The average return on fixeincome assets is calculatefollows: Investment income from fixeincome ÷ Average fixeincome assets.Investment income = Interest income + Gains/losses from fixeincome investments = $6,610 + $300 = $6,910.Average fixeincome assets inclung securities + Loanposits = (½)($8,800 + $141,000) + (½)($9,000 + $130,800) = $144,800.Average return = 6,910 ÷ 144,800 = 4.8%. 为什么分母要算两年的平均，不是算的2018的return么

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