开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)｜3.2.5(安卓)APP下载

返回

Joshua · 2018年10月24日

问一道题：NO.PZ201704060100000307 第7小题

  1. CFA III
  2. 个人IPS

* 问题详情，请 查看题干

问题如下图：

    

选项：

A.

B.

C.

感觉该题考察点是life insurance，这应该归入什么类别呢？

解释：



添加评论
1 个答案
已采纳答案

品职辅导员_小明 · 2018年10月25日

这个题考的是holistic B/S

其实就是在问你，如果考虑了HC的影响，如何配置FC

计算过程你应该会吧，在课后题讲解，李老师有详细讲到

  • 1

    回答

  • 0

    关注

  • 292

    浏览
相关问题

NO.PZ201704060100000307 问题如下 Baseon Exhibit 1, anmeeting the Barksles’ target equity allocation for toteconomic wealth, the financicapitequity allocation shoulclosest to: A.35.0%. 54.5%. 56.1%. C is correct. The equity allocation of the Barksle’s financicapitis calculatefollows: Toteconomic wealth = Humcapit+ Financicapit= $2,900,000 +$900,000 = $3,800,000. Target equity allocation of toteconomic wealth = $3,800,000 × 40% =$1,520,000 Humcapitequity allocation = $2,900,000 × 35% = $1,015,000 Financicapitequity allocation = $1,520,000 – $1,015,000 = $505,000 %Financicapitequity allocation = Financiequity allocation/Totfinancicapital= $505,000/$900,000 = 0.5611, or 56.1% 虽然没有提是什么样的life insuarnce， 但是如果是whole life insuance不应该算上去的嘛，因为肯定死了陪这么多

2023-08-22 00:49 1 · 回答

NO.PZ201704060100000307问题如下 Baseon Exhibit 1, anmeeting the Barksles’ target equity allocation for toteconomic wealth, the financicapitequity allocation shoulclosest to: A.35.0%. 54.5%. 56.1%. C is correct. The equity allocation of the Barksle’s financicapitis calculatefollows: Toteconomic wealth = Humcapit+ Financicapit= $2,900,000 +$900,000 = $3,800,000. Target equity allocation of toteconomic wealth = $3,800,000 × 40% =$1,520,000 Humcapitequity allocation = $2,900,000 × 35% = $1,015,000 Financicapitequity allocation = $1,520,000 – $1,015,000 = $505,000 %Financicapitequity allocation = Financiequity allocation/Totfinancicapital= $505,000/$900,000 = 0.5611, or 56.1% ​这个题干里头没有找到FC是90000啊

2022-05-07 13:27 1 · 回答

NO.PZ201704060100000307问题如下 Baseon Exhibit 1, anmeeting the Barksles’ target equity allocation for toteconomic wealth, the financicapitequity allocation shoulclosest to: A.35.0%. 54.5%. 56.1%. C is correct. The equity allocation of the Barksle’s financicapitis calculatefollows: Toteconomic wealth = Humcapit+ Financicapit= $2,900,000 +$900,000 = $3,800,000. Target equity allocation of toteconomic wealth = $3,800,000 × 40% =$1,520,000 Humcapitequity allocation = $2,900,000 × 35% = $1,015,000 Financicapitequity allocation = $1,520,000 – $1,015,000 = $505,000 %Financicapitequity allocation = Financiequity allocation/Totfinancicapital= $505,000/$900,000 = 0.5611, or 56.1% 请问是否保险理赔后的金额都不算financicapital？

2022-04-23 15:23 1 · 回答

NO.PZ201704060100000307问题如下 Baseon Exhibit 1, anmeeting the Barksles’ target equity allocation for toteconomic wealth, the financicapitequity allocation shoulclosest to: A.35.0%. 54.5%. 56.1%. C is correct. The equity allocation of the Barksle’s financicapitis calculatefollows: Toteconomic wealth = Humcapit+ Financicapit= $2,900,000 +$900,000 = $3,800,000. Target equity allocation of toteconomic wealth = $3,800,000 × 40% =$1,520,000 Humcapitequity allocation = $2,900,000 × 35% = $1,015,000 Financicapitequity allocation = $1,520,000 – $1,015,000 = $505,000 %Financicapitequity allocation = Financiequity allocation/Totfinancicapital= $505,000/$900,000 = 0.5611, or 56.1% 表一中最后一行 totcapitavailable 1,000,000怎么理解 ，这一项和FC+HC的总和有什么区别？

2022-04-19 09:57 1 · 回答

NO.PZ201704060100000307 54.5%. 56.1%. C is correct. The equity allocation of the Barksle’s financicapitis calculatefollows: Toteconomic wealth = Humcapit+ Financicapit= $2,900,000 +$900,000 = $3,800,000. Target equity allocation of toteconomic wealth = $3,800,000 × 40% =$1,520,000 Humcapitequity allocation = $2,900,000 × 35% = $1,015,000 Financicapitequity allocation = $1,520,000 – $1,015,000 = $505,000 %Financicapitequity allocation = Financiequity allocation/Totfinancicapital= $505,000/$900,000 = 0.5611, or 56.1% 请问2900000的humcapital怎么来的？然后解答中的40%和35%怎么来的？

2021-08-05 23:55 1 · 回答