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SUN · 2020年07月14日

官网题第一个case的第一题

对应的题干是这样的

Miller tells Browne, “Chattahoochee provides its services to relatively small institutional investors, typically those with assets of USD20 million–USD100 million. Your primary goal is to attract new clients in our three primary target areas: insurance companies, defined benefit pension funds, and endowments and foundations.”


然后问题和答案

Q. Which characteristic would least likely affect Browne’s ability to attract new clients from his universe of target institutional investors?

  1. Scale
  2. Investment horizon
  3. Regulatory requirements

Solution

A is correct. Small institutional investors, such as those in Browne’s USD20 million–USD100 million universe, typically outsource investment management operations. They lack sufficient scale to hire adequate resources for an investment function. Insurance companies have investment horizons that are different from those of endowments and foundations and defined benefit plans. Each of these types of institutional investors face different regulatory requirements.

这题是什么意思呢?


1 个答案
已采纳答案

发亮_品职助教 · 2020年07月14日

嗨,从没放弃的小努力你好:


这道题不是很规范,了解即可。


然后这道题是这样:Browne他家主要是为小规模的Institutional investors提供服务;也就是小规模的机构投资者可以将一些投资业务外包给Browne;

然后Browne他家的目标客户是:insurance companies,defined benefit pension funds,endowments and foundations


下来题目就问,以下哪一个因素Least likely影响Browne吸引目标客户的能力。

A选项的Scale,因为小规模的基金都会将一些投资业务外包,因此可以理解成Browne目标客户都是小规模的机构客户,包括小规模的insurance 、小规模的DB、小规模的Endowments and foundations。

所以从规模上来看,小规模的insurance companies,defined benefit pension funds,endowments and foundations都有可能会把投资业务外包给Browne,因此Scale这个因素不会影响到Browne吸引到这几家目标机构客户;

B选项的Investment horizon会有影响,因为目标客户这几个机构客户都有不同的投资期,目标客户的投资期有可能和Brown家产品的投资期不匹配,因此从Investment horizon的角度看,Browne有可能吸引不到目标客户。

C选项的Regulatory requirements会影响,因为目标客户这几个机构客户有不同的监管要求,目标客户的监管不一定允许投Brown家的产品。因此从监管要求看,Browne有可能吸引不到目标客户。


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努力的时光都是限量版,加油!


SUN · 2020年07月14日

明白了,谢谢老师

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