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506623496 · 2023年07月29日

题目理解

NO.PZ2023010407000029

问题如下:

The Ælfheah Group is a US-based company with a relatively small pension plan. Ælfheah’s investment committee (IC), whose members collectively have a relatively basic understanding of the investment process, has agreed that Ælfheah is willing to accept modest returns while the IC gains a better understanding of the process Two key investment considerations for the IC are maintaining low overhead costs and minimizing taxes in the portfolio. Ælfheah has not been willing to incur the costs of in-house investment resources.

Qauhtèmoc Ng is the investment adviser for Ælfheah. He discusses with the IC its goal of diversifying Ælfheah’s portfolio to include alternative assets. Ng suggests considering the following potential investment vehicles:

· Publicly traded US REIT

· Relative value hedge fund

· Tax-efficient angel investment

Ng explains that for the relative value hedge fund alternative, Ælfheah would be investing alongside tax-exempt investors.

Determine which of the potential investment vehicles best meets the investment considerations for Ælfheah. Justify your response. Explain for each investment not selected why the investment considerations are not met.


选项:

解释:


Ng explains that for the relative value hedge fund alternative, Ælfheah would be investing alongside tax-exempt investors.

这句话是什么意思呢?不是说 hedge fund alternative 可以节税吗?

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已采纳答案

伯恩_品职助教 · 2023年07月31日

嗨,爱思考的PZer你好:


比如如果这个基金里都是免税投资者,那么基金经理就不会做一些避税的操作,比如通常为了避税,盈利股票获利了结的情况下,那么同时会卖出亏损的股票,这样少交税。或者为了少交税,那么就减少交易的频率,但是因为投资者都是免税的,那么就可以不用上面的避税操作,而作为正常的纳税投资者就会无故增加税负

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伯恩_品职助教 · 2023年07月29日

嗨,从没放弃的小努力你好:


不是,是说如果投资这个 the relative value hedge fund alternative,这个基金的投资者之前都是免税投资者,由于是免税投资者,基金经理就不用考虑避税的问题了,那么Ælfheah作为一个正常纳税的投资者就不可能享受到避税的一些问题了。

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506623496 · 2023年07月31日

那么Ælfheah作为一个正常纳税的投资者就不可能享受到避税的一些问题了。这句话没明白

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