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xiaoe · 2024年07月17日

虽然不影响结果，但是为什么解析没有计算inv property

  1. CFA II
  2. FRA

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NO.PZ202304050100011902

问题如下：

(2) From 2017 to 2018, the risk related to the investment allocation for NANLife is best described as having shown: (2020 mock A PM 24)

选项：

A.

no change.

B.

a decrease.

C.

an increase.

解释：

When the investment portfolio is examined using a common-size format, the proportion of the portfolio invested in equity securities has increased from 19.0% to 20.6% (see table below) whereas the proportion allocated to loans and deposits and debt securities has decreased. Equity investments are normally riskier than fixed-income investments, which would indicate that the investment portfolio’s asset allocation is riskier in 2018 than in 2017.


虽然不影响结果，但是为什么解析没有计算inv property

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王园圆_品职助教 · 2024年07月18日

哦，同学你看，表格中计算的，投资性房地产从2017年上升到2018年，只涨了0.1%

相对投资性股权类投资的增长幅度（1.6%）来看，几乎可以看作是没有变动的，也就是投资性房地产本身来看，是看不出公司的风险偏好有上升或下降的，所以解析就干脆没有提及了

xiaoe · 2024年07月18日

这里只说了19.0到20.6的这个推导


王园圆_品职助教 · 2024年07月18日

同学你好，你是看错了吗？解析也计算了investment property的呀，请看以下题目解析截图红框部分

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NO.PZ202304050100011902问题如下 (2) From 2017 to 2018, the risk relateto the investment allocation for NANLife is best scribehaving shown: (2020 moA PM 24) A.no change.B.a crease.C.increase. When the investment portfolio is examineusing a common-size format, the proportion of the portfolio investein equity securities hincreasefrom 19.0% to 20.6% (see table below) wherethe proportion allocateto loans anposits ansecurities hcrease Equity investments are normally riskier thfixeincome investments, whiwoulincate ththe investment portfolio’s asset allocation is riskier in 2018 thin 2017. FI investment return从负到正，虽有有improve但占比太小，影响不大。而equity的占比较大，影响结果也更显著。是这么理解吗？

2024-05-08 19:09 1 · 回答

NO.PZ202304050100011902 问题如下 (2) From 2017 to 2018, the risk relateto the investment allocation for NANLife is best scribehaving shown: (2020 moA PM 24) A.no change. B.a crease. C.increase. When the investment portfolio is examineusing a common-size format, the proportion of the portfolio investein equity securities hincreasefrom 19.0% to 20.6% (see table below) wherethe proportion allocateto loans anposits ansecurities hcrease Equity investments are normally riskier thfixeincome investments, whiwoulincate ththe investment portfolio’s asset allocation is riskier in 2018 thin 2017. rivatives 也应该算在risky的investment里么？

2024-05-03 01:06 1 · 回答