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自然音 · 2018年12月13日

问一道题:NO.PZ2018091705000062 [ CFA III ]

问题如下图:

请问老师这道题Morrisons’ stated key objective该如何从题目中读取?谢谢。

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品职辅导员_小明 · 2018年12月14日

这个题有一个很明显的资产过度集中问题,就是资产的90%集中在MBI股票,这个很明显,所以导致分散化不足,如果MBI公司的股票表现不好,那么他的资产会收到很大的影响

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Hill refers his frien RicharMorrison, the former CEO of Masury Brie anIron (MBI), to Keller to scuss his wealth goals. Keller realizes ththe Morrisons’ cision making is influencepsychologicconsirations ancis to use a goal-baseplanning approach. Keller constructs the table below to simplify the scussion their next schelemeeting. TableMorrison Family Wealth stribution termine if the current wealth stribution is consistent with the Morrisons’ statekey objective. Justify your response. The Morrisons’ current stribution of wealth is inconsistent with their stateobjective of maintaining their current stanrof living. The Morrison family portfolio h90% of their wealth allocateto Mstock, whifalls into the high risk/high return aspirationrisk bucket, anonly 10% allocateto the personrisk anmarket risk buckets. A significantly greater allocation to the personrisk anmarket risk buckets combinewith versification of the single asset concentration (MBI) woulconsistent with the stategoof maintaining their current stanrof living into retirement. 老师,请问这道题的MBI股票指的是什么类型的股票?我记得讲义里相对有二级市场流通性质的股票和bon是应该在market risk bucket吗?谢谢

2019-11-11 09:10 1 · 回答

Hill refers his frien RicharMorrison, the former CEO of Masury Brie anIron (MBI), to Keller to scuss his wealth goals. Keller realizes ththe Morrisons’ cision making is influencepsychologicconsirations ancis to use a goal-baseplanning approach. Keller constructs the table below to simplify the scussion their next schelemeeting. TableMorrison Family Wealth stribution termine if the current wealth stribution is consistent with the Morrisons’ statekey objective. Justify your response. The Morrisons’ current stribution of wealth is inconsistent with their stateobjective of maintaining their current stanrof living. The Morrison family portfolio h90% of their wealth allocateto Mstock, whifalls into the high risk/high return aspirationrisk bucket, anonly 10% allocateto the personrisk anmarket risk buckets. A significantly greater allocation to the personrisk anmarket risk buckets combinewith versification of the single asset concentration (MBI) woulconsistent with the stategoof maintaining their current stanrof living into retirement. How to intify Morrison's objectives from the information proviabove?

2019-11-05 18:56 1 · 回答