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Doveliu · 2019年10月20日

问一道题:NO.PZ2018091705000063 [ CFA III ]

问题如下图:

由于是common stock可以写equity monetization、hedging和yield enhancement么?

1 个答案
已采纳答案

包包_品职助教 · 2019年10月21日

同学你好,如果是common stock可以写equity monetization、hedging和yield enhancement。

但是这道题目问的是several tools that can be used to mitigate the risk of a concentrated single stock position,也就是针对单一股票的风险降低的方法,那就是outright sale, monetization, and hedging.

虽然答案里面有句话说是a concentrated position in a publicly traded common stock ,但是从题目我们是看不出来这个股票是publicly traded common stock。所以我觉得我们就还是把写outright sale, monetization, and hedging. 比较合适

张悦 · 2020年02月29日

我与楼主有同样的疑惑。题目中说mbi is large publicly traded company 为何不能通过这个点判断这个是common stock呢

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2021-07-25 18:06 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 Keller tells the Morrisons: \"versification is a beoinvestment principle, anthere are severtools thcuseto mitigate the risk of a concentratesingle stoposition.\" Intify anscrithree tools Keller is referring to in the above statement. The three tools for aressing a concentrateposition in a publicly tracommon stoinclu outright sale, monetization, anheing. With outright sale, owners csell the concentrateposition, whigives them fun to meet a spenng neeor reinvest. outright sale typically results in significant tliabilities. Monetization strategies provi the owners with fun to spenor reinvest without triggering a taxable event. A loagainst the value of a concentrateposition is example of a monetization strategy. The owner of a concentrateposition chee the value of the concentrateposition with rivatives. A long put position is example of a hee. 老師 這題答案的意思 是針對privately helstocks嗎? 未上市股票那種? 答案好奇怪

2020-11-02 23:40 2 · 回答

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2020-05-05 10:48 1 · 回答

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2019-12-01 23:40 1 · 回答

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2019-11-14 18:33 1 · 回答