NO.PZ2023010407000028
问题如下:
Ingerðria Greslö is an adviser with an investment management company
and focuses on asset allocation for the company’s high-net-worth investors. She
prepares for a meeting with Maarten Pua, a new client who recently inherited a
$10 million portfolio solely comprising public equities.
Greslö meets with Pua and proposes that she create a multi-asset portfolio by selling a portion of his equity holdings and investing the proceeds in another asset class. Greslö advises Pua that his investment objective should be to select an asset class that has a high potential to fulfill two functional roles: risk diversification and capital growth. Greslö suggests the following three asset classes:
·
Public real estate
·
Private real assets (timber)
·
Equity long/short hedge funds
Determine
the most appropriate equity-related hedge fund strategy that Shaindy should
employ. Justify your response.
解释:
请问老师什么时候才会考虑配置hedge fund ?它提供的资本回报比林地这种实物资产要低吗?