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toffee · 2023年05月07日

这题完全答偏了?

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NO.PZ202110280100000703

问题如下:

Identify the conditions under which the adviser would find style analysis most useful.

选项:

解释:

The adviser would find style analysis most useful, whether it be returns-based (RBSA) or holdings-based (HBSA), when applied to strategies that hold publicly-traded securities where pricing is frequent. It can be applied to other strategies (hedge funds and private equity, for example), but the insights drawn from a style analysis of such strategies are more likely to be used for designing additional lines of inquiry in the course of due diligence rather than for confirmation of the investment process.

In addition, style analysis, whether returns-based or holdings-based, must be meaningful, accurate, consistent, and timely in order to be useful. Accordingly, style analysis would be most useful to Connell in understanding most of the asset classes in the funds he is considering, including the equities and bonds. However, it would be less meaningful for evaluating the venture capital assets since they are not traded and are thus illiquid.

style analysis classify two types

the holding based style analysis is useful when the holding information is available,which is most accurate.

the return based style analysis is useful when the holding information is not available. it is based on the portfolio return throuh a certain period to recognize which factor contribute to return.

2 个答案

pzqa015 · 2023年05月09日

嗨,爱思考的PZer你好:


trading这门课内容比较多,面面俱到的掌握到的确很难,但需要提醒同学的是,考试时候一定把问题读懂了,其实这道题我觉着主要是你对题目问的没理解清楚,trading的有些问题,可以在文章中找到答案。

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虽然现在很辛苦,但努力过的感觉真的很好,加油!

pzqa015 · 2023年05月08日

嗨,从没放弃的小努力你好:


有点偏了,题目问的是什么时候用style analysis更合适,你答的是style analysis的分类以及两类方法适用的情形。

你看答案说,在策略是持有公开交易的金融产品时候(有公允价格),用style analysis是更合适的。这句话就回答到点上了,如果你写上这句话,再写上你那两条,会更好。

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努力的时光都是限量版,加油!

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