金程問(wèn)答
2023 mock B上午部分第4題，不明白A問(wèn)里rebalancing ratio 是什么，為什么要這么計(jì)算？既然要使BPV target 等于current ，為什么不直接兩個(gè)數(shù)相減？
老師好，這個(gè)B1', B2', B3'，B4' 該怎么算呢？t到1時(shí)刻不是一個(gè)完整的期間。
老師，這道題答案中第一部分說(shuō)的什么意思，這題考察哪個(gè)知識(shí)點(diǎn)呀
老師，這道題幫忙講解下，題目和答案看不懂嗚嗚
老師，這道題里面看不懂這些數(shù)字該用哪個(gè)，幫忙講解下
A)setting fair insurance premiums. CAPM不是求E(R)嗎?它與保費(fèi)有什麼關(guān)係B)determining the economic feasibility of projects. CAPM 能夠推出 E(R)來(lái)協(xié)助判斷項(xiàng)目應(yīng)否做嗎?
為什么要考慮遞延所得稅負(fù)債？前面講increase in operating liability accounts的時(shí)候，說(shuō)的是這部分指的是“不含付息債務(wù)的流動(dòng)負(fù)債”，“不含付息債務(wù)的流動(dòng)負(fù)債”里是包含DTL遞延所得稅負(fù)債的？DTL是流動(dòng)負(fù)債而不是長(zhǎng)期負(fù)債？
這題不是一個(gè)short futures position嗎，既然是short futures，那就是short duration, 那不就是預(yù)期interest rate會(huì)漲嗎
遵循AMC是什么意思？
When a client asks her how she makes investment decisions, Petra Vogler, CFA, tells the client she uses mosaic theory. According to Vogler, the theory involves analyzing public and nonmaterial nonpublic information including the evaluation of statements made to her by company insiders in one-on-one meetings where management discusses new earnings projections not known to the public. Vogler also gathers general industry information from industry experts she has contacted. Vogler violates the CFA Institute Standards of Professional Conduct because of her use of:請(qǐng)問(wèn)付費(fèi)專家報(bào)告這個(gè)屬于馬賽克理論里面哪個(gè)象限的信息?有可能非重大或重大，也有可能非公開(kāi)或者公開(kāi)，不能具體劃分嗎
Simon Jensen, CFA, a portfolio manager, participates in an IPO of PT Tech. Jensen prorates the oversubscribed issue on an odd-lot basis to suitable clients. After the successful IPO, his colleague Todd Durkny, a CFA candidate, initiates coverage of PT Tech and sends her "buy" recommendation to all clients by email. She then calls her premium fee-paying clients to discuss PT Tech in-depth. Whose actions are consistent with the Standards?請(qǐng)問(wèn)這里Jensen違反準(zhǔn)則的原因是因?yàn)樽隽肆銛?shù)交易，而沒(méi)有以最小交易單位交易嗎？謝謝。
在財(cái)報(bào)M2養(yǎng)老金中，operating cost如何計(jì)算，這樣理解是否正確？①在USGAAP下的I/S中，operating cost = Current Service Cost + Amortized Past Service Cost + Amortized Actural Gain / Loss;②在IFRS下的I/S中，operating cost = Current Service Cost + Past Service Cost?
沒(méi)懂為什么違反了loyalty那條
Soft dollar 和 brokerage commissions 的區(qū)別是什么？之前的問(wèn)答中說(shuō)是一樣的，但名字不同??？而且兩者分別是誰(shuí)付給誰(shuí)的，及其如何使用？
可以講一下GIPS與準(zhǔn)則的區(qū)別嗎？
程寶問(wèn)答
