NO.PZ2018091705000091
问题如下:
Marion currently holds $750,000 cash and short investment, he then goes to his investment manager Collins for a discussion about his investment portfolio. Based on the calculation, Marion’ human capital is valued at $1.2 million and 30% of it reveals equity-like. Collins determines that an overall target allocation of 45% equity is appropriate for Marion. Therefore in order to meet the target equity allocation for total economic wealth, the financial capital equity allocation for Marion should be closest to:
选项:
A.
44.1%.
B.
69.0%.
C.
63.9%.
解释:
B is correct.
考点: Economic (Holistic) Balance Sheet
解析:Marion的 financial capital equity allocation计算如下:
The equity allocation of the Barksdale’s financial capital is calculated as follows:
Total economic wealth = Human capital + Financial capital = $1,200,000 +$750,000 = $1,950,000.
Target equity allocation of total economic wealth = $1,950,000 × 45% =$877,500
Human capital equity allocation = $1,200,000 × 30% = $360,000 Financial capital equity allocation = $877,500 – $360,000 = $517,500
Financial capital equity allocation = Financial equity allocation/Total financial capital= $517,500/$750,000 = 0.69, or 69%
麻烦问下老师,为啥➗financial asset?谢谢