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大鱼 · 2019年12月01日

问一道题:NO.PZ2018091705000063

问题如下:

Hill refers his friend, Richard Morrison, the former CEO of Masury Bridge and Iron (MBI), to Keller to discuss his wealth goals.

Keller realizes that the Morrisons’ decision making is influenced by psychological considerations and decides to use a goal-based planning approach. Keller constructs the table below to simplify the discussion at their next scheduled meeting.

TableMorrison Family Wealth Distribution

Keller tells the Morrisons:

"Diversification is a bedrock investment principle, and there are several tools that can be used to mitigate the risk of a concentrated single stock position."

Identify and describe three tools Keller is referring to in the above statement.

选项:

解释:

The three tools for addressing a concentrated position in a publicly traded common stock include outright sale, monetization, and hedging. With an outright sale, owners can sell the concentrated position, which gives them funds to meet a spending need or reinvest. An outright sale typically results in significant tax liabilities. Monetization strategies provide the owners with funds to spend or reinvest without triggering a taxable event. A loan against the value of a concentrated position is an example of a monetization strategy. The owner of a concentrated position can hedge the value of the concentrated position with derivatives. A long put position is an example of a hedge.

请问如果我按照非上市股票作答,比如引入战投或财务投资人策略,是否给分?

1 个答案

包包_品职助教 · 2019年12月02日

嗨,从没放弃的小努力你好:


这个就要看阅卷人的尺度了

这道题是问降低资产集中程度的三大工具:这三大工具就是直接卖 货币化 和对冲

引入战投或财务投资人策略是属于货币化的具体方法,我觉的应该会给分,但是肯定给不全。

 


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NO.PZ2018091705000063 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. 在equity monetization的方法中就可以写三个tool,short sell against the box、totreturn equity swap、forwarconversion 、equity forwarsale contract...不知道问的是整体层面的,还是细节层面的

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