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ytong · 2022年04月19日

题干中 total capital available 的理解

  1. CFA III
  2. 个人IPS

* 问题详情，请 查看题干

NO.PZ201704060100000307

问题如下：

Based on Exhibit 1, and meeting the Barksdales’ target equity allocation for total economic wealth, the financial capital equity allocation should be closest to:

选项：

A.

35.0%.

B.

54.5%.

C.

56.1%.

解释：

C is correct.

The equity allocation of the Barksdale’s financial capital is calculated as follows:

Total economic wealth = Human capital + Financial capital = $2,900,000 +$900,000 = $3,800,000.

Target equity allocation of total economic wealth = $3,800,000 × 40% =$1,520,000

Human capital equity allocation = $2,900,000 × 35% = $1,015,000 Financial capital equity allocation = $1,520,000 – $1,015,000 = $505,000

%Financial capital equity allocation = Financial equity allocation/Total financial capital= $505,000/$900,000 = 0.5611, or 56.1%

表一中最后一行 total capital available 1,000,000怎么理解 ，这一项和FC+HC的总和有什么区别？

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1 个答案

王暄_品职助教 · 2022年04月20日

表中有写total capital avaliable是所有的现金+投资+已有的保险额：

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