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ame · 2020年12月05日

关于机构投资者的return objective

return objective具体内容,关于endowment,foudation,insurance,pension plan几个机构投资者的return objecetive,麻烦老师贴一下。

1 个答案

发亮_品职助教 · 2020年12月05日

嗨,爱思考的PZer你好:


Endowment: 

目标概述,所有Endowment通用:maintain the purchasing power of the assets into perpetuity while achieving investment returns sufficient to sustain the spending necessary to support the university budget.

题目具体有相关数据的话,再额外补下面一句,带上题目里的数据:

primary objective is typically to achieve a total real rate of return (after inflation, HEPI) of X% (5%) with expected volatility of Y% (10% ~15% )over the long term (K years).



Foundation(目标是永续存在的Foundation):

The primary investment objective is typically to generate a total real return over consumer price inflation of 5%, plus investment expenses, with a reasonable expected volatility (10%–15% annual standard deviation) over a 3- to 5-year period.



DB Plan:

achieve a long-term target return (usually in nominal) over a specified investment horizon with an appropriate level of risk that allows the plan to meet its contractual liabilities.


DC Plan:

prudently grow assets that will support spending needs in retirement.



Insurance:

目标1、Provide liquidity for the payment of policyholder claims in the normal course of insurance operations.

目标2、grow the Company’s surplus over the long-term.


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