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toffee · 2023年05月09日

这样答题可以吗?

NO.PZ2021102801000015

问题如下:

Institutional investment consultant Wilsot Consultants (Wilsot) is reviewing multiple investment managers within a prospective client’s portfolio. Two of the managers, Vaudreuil Capital Management (Vaudreuil) and Pourtir Investments (Pourtir), have similar strategies that show comparable performance on a net-of-fees basis. Assessing the portfolio effects of management fees, a Wilsot analyst reviews both manager contracts to determine their advantages and disadvantages to the client. Checking client fee structures, the analyst notes Vaudreuil’s fees are AUM-based while Pourtir’s are performance-based.

Discuss one advantage and one disadvantage to the client of each manager’s contracted fee structure.

选项:

解释:

Vaudreuil’s fees are AUM-based 

advantages

the fund manager only focus on the AUM to obtain management fee

disadvantages

the fund manager has less effort to outperform the benchmark, only stick to AUM.

 Pourtir’s are performance-based

advantages

the fund managers can obtain incentive fee , whose interest is consistent with investors.

disadvantages

the fund managers may risk more to obtain more incentive fee

1 个答案

笛子_品职助教 · 2023年05月11日

嗨,爱思考的PZer你好:


可以这么回答。简答题意思到位就可以了,只要踩在得分点上就可以拿分。不一定要和答案一模一样。

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