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葡萄藤木 · 2020年02月23日

问一道题：NO.PZ2019012201000063

  1. CFA III
  2. Equity

问题如下：

Which fund in Exhibit 1 most likely follows a bottom-up approach?

选项：

A.

Fund 1

B.

Fund 2

C.

Fund 3

解释：

Bottom-up managers evaluate the risk and return characteristics of individual securities and build portfolios based on stock-specific forecasts; Fund 3 follows this exact approach. Example views of bottom-up managers include expecting one auto company to outperform another, expecting a pharmaceutical company to outperform an auto company, and expecting a technology company to outperform a pharmaceutical company. Both bottom-up and top-down managers can be either diversified or concentrated in terms of securities.

这道题不选Fund 2，难道不是因为最后一句using unlit venues when possible?

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1 个答案

maggie_品职助教 · 2020年02月23日

嗨，爱思考的PZer你好：


不是的，FUND2的信息告诉我们选择股票是通过选择style factor来做决策。单光从选择因子上来我们并不能说它是自上而下还是自下而上，因为两种方法都可以是factor based。

我看你报的是全线班，咱们课后题视频已经上线啦，如果有不明白的题目可以去听一下哈。


-------------------------------
虽然现在很辛苦，但努力过的感觉真的很好，加油！


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