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little_back · 2021年05月06日

请问老师: fund2的哪句的表述可以判断不是bottom up?

  1. CFA III
  2. Equity

NO.PZ2019012201000063

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.

请问老师: fund2的哪句的表述可以判断不是bottom up?

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2 个答案

maggie_品职助教 · 2021年05月08日

嗨，从没放弃的小努力你好：


你的理解正确，这道题只能用排除法。

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加油吧，让我们一起遇见更好的自己！

maggie_品职助教 · 2021年05月08日

嗨，从没放弃的小努力你好：


我猜测你应该是被fund2中”target individual security“ 这半句话给迷惑住了。需要注意的是我们不管是自上而下还是自下而上，基金经理分析的目的最终都要落实到选个股上（target individual security），只是分析的角度不同。不要一看到 individual就是自下而上。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。而这里fund 3的描述就很明显是bottom up ,它基于个股自身特殊的情况来做预测。因此选C.

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虽然现在很辛苦，但努力过的感觉真的很好，加油！

little_back · 2021年05月08日

也就是说没有能判断fund2不是bottom up 的描述。

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