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Betty · 2024年07月10日

manager self-identifcation是top down还是bottom up?

  1. CFA III
  2. Equity

NO.PZ2019012201000060

问题如下：

Dewey asks Sardar to perform a bottom-up style analysis of the Purity Fund based on the aggregation of attributes from individual stocks in the portfolio. Dewey plans to include the results of this style analysis in a profile he is preparing for the fund. The analysis performed by Sardar on the Purity Fund can be best described as being based on:

选项：

A.

a holdings-based approach

B.

manager self-identifcation

C.

a returns-based style analysis

解释：

A is correct. Dewey asks Sardar to perform a bottom-up style analysis of the Purity Fund based on the aggregation of attributes from individual stocks in the portfolio, which describes a holdings-based approach to style analysis. The overall equity investment style is an aggregation of attributes from individual stocks in the portfolio, weighted by their positions.

manager self-identifcation是top down还是bottom up?

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1 个答案

笛子_品职助教 · 2024年07月10日

嗨，爱思考的PZer你好：


manager self-identifcation是top down还是bottom up?

基金经理自己说自己是什么风格。原版书并未manager self-identifcation进行归类。

既然原版书并没有给出分类的结论，则解题的时候，可以认为：既不是top down，也不是bottom up。

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NO.PZ2019012201000060问题如下wey asks Sarr to perform a bottom-up style analysis of the Purity Funbaseon the aggregation of attributes from invistocks in the portfolio. wey plans to inclu the results of this style analysis in a profle he is preparing for the fun The analysis performeSarr on the Purity Funcbest scribebeing baseon: A.a holngs-baseapproa B.manager self-intifcation C.a returns-basestyle analysis A is correct. wey asks Sarr to perform a bottom-up style analysis of the Purity Funbaseon the aggregation of attributes from invistocks in the portfolio, whiscribes a holngs-baseapproato style analysis. The overall equity investment style is aggregation of attributes from invistocks in the portfolio, weightetheir positions. 如标题。holng base是bottom up，那return base能否说是top-wn的？翻了一下讲义，好像没有找到这种说法。

2023-12-01 09:42 1 · 回答

manager self-intifcation a returns-basestyle analysis A is correct. wey asks Sarr to perform a bottom-up style analysis of the Purity Funbaseon the aggregation of attributes from invistocks in the portfolio, whiscribes a holngs-baseapproato style analysis. The overall equity investment style is aggregation of attributes from invistocks in the portfolio, weightetheir positions. 请问什么情况下选b呢。

2021-03-18 16:26 1 · 回答

 aggregation of attributes from invistocks，这个说的不是把每个股票的return的贡献汇总起来吗？

2020-10-20 19:13 1 · 回答

老師 請問有這樣一說嗎 return base就是top wn?

2020-10-03 19:21 3 · 回答