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宇宙球求 · 2024年04月06日

如何看出投资时间短这个信息的？

  1. CFA III
  2. 个人IPS

NO.PZ2018091705000105

问题如下：

During their meeting, Açor and Bañuq discuss charitable pledges that Udhamini has recently received and the likelihood that Njau will meet her charitable pledge. Bañuq then asks Açor the following question:

“How might my investment objectives and constraints differ from those of a typical university endowment, such as Udhamini?

The day after Açor’s meeting with Bañuq, Açor realizes that her actions in the meeting may have raised an ethical concern.

The most appropriate response to Bañuq’s question is that he has: 


选项：

A.

a shorter time horizon. 

B.

 less significant tax considerations. 

C.

 less diverse investment objectives.

解释：

 A is correct. As a private client, Bañuq is more likely to have a shorter time horizon than that of Udhamini. Thus, Bañuq is likely to be more constrained with respect to risk taking and liquidity. A typical university endowment has a long time horizon, which can theoretically be infinite.

如上

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王暄_品职助教 · 2024年04月07日

这个问题要求分析Bañuq（个人投资）的投资目标与大学捐赠基金如Udhamini（机构投资）的投资目标之间的差异。

个人投资的投资期比机构投资的投资期要短，这是是课程里讲过，且需记忆的，原因是大学捐赠（机构投资）基金通常考虑的是几十年甚至更长时间的投资回报，因为它们的目标是确保机构的长期财务稳定。如果Bañuq的投资目标是短期的，比如几年内，那么他的时间范围就比大学捐赠基金要短。

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