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little_back · 2022年03月16日

请问老师:没有英文答案吗?

NO.PZ2021060201000021

问题如下:

Zhou is a portfolio manager for an Investment management company,part of portfolio allocate to a private real estate investment company, the investment is managed by a local real estate expert who has a competitive advantage in the market; the expert’s strategy was to purchase distressed local residential housing properties, make strategic property improvements to the property, and then sell them.

Zhou learns that the specialist recently has switched jobs and the investment is now managed by a national real estate company. The company has told their investors that it now plans to invest throughout the region in both distressed housing and commercial properties. The company also extended the holding period for each investment property from the date of the initial capital call due to the complexity of the property renovations, and it changed the interim profit distribution targets.

Discuss the qualitative risk issues that have most likely materialized over the past year.

选项:

解释:

管理层变动的影响表明,zhou 的投资已受到关键人物风险的影响。

• 从本地投资策略到区域投资策略的转变以及投资策略扩展到包括商业地产,都显示了风格漂移。

• 由于物业翻新的复杂性增加,投资风险发生了变化。

• 持有期延长及中期利润分配目标的变化将影响本次投资。

• 管理层变动后的客户/资产周转率现在可能会影响投资业绩。

• 管理层变动可能会改变客户概况,从而对投资业绩产生负面影响。

定性考虑可以让您更好地了解修改后的投资策略以及该投资是否仍然适合 这个组合。 这个组合 的投资受到了关键人物风险的影响,从当地经理到国家公司的管理层变动就表明了这一点。从本地投资策略到区域投资策略的转变以及将策略扩展到包括商业地产,都表明风格发生了变化。

由于翻修的复杂性增加,投资风险发生了变化,在 zhou 管理 的投资组合时,监控公司的风险管理将非常重要。对私人房地产投资的监测发现,国有公司新的管理策略与本地管理人的初始投资策略存在差异,包括更长的持有期限和变更的中期利润分配目标。管理层变动后的客户/资产周转率现在可能会显着影响投资业绩。最后,管理层的变动可能会改变客户的形象,这可能会对投资业绩产生负面影响。

这个考点容易被学员忽略,很少有考题,这个题填补了这个空缺

知识点是从下面的角度考虑

请问老师:没有英文答案吗?

1 个答案

伯恩_品职助教 · 2022年03月16日

嗨,从没放弃的小努力你好:


Zhou’s investment has been affected by key person risk as shown by the effect of the management change.

• Style drift has occurred as shown by the change from a local to a regional investment strategy and the expansion of the investment strategy to include commercial properties.

• The risk of the investment has changed owing to the added complexity of the property renovations.

• The longer holding periods and the change in interim profit distribution targets will affect this investment.

• Client/asset turnover following the management change may now affect the performance of the investment.

• The management change may alter the client profile, which could have a negative effect on investment performance.

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努力的时光都是限量版,加油!

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