用同學(xué)
2025-06-29 18:44請問如果考試，1,2問最簡單的回答內(nèi)容是什么？
所屬：CFA Level III > Portfolio Construction 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個回答
Simon助教
2025-07-09 13:24
該回答已被題主采納
同學(xué)，上午好。
第一問寫：
Investments in private equity and private real estate equity may be unsuitable，理由：
limited governance resources；capital expenditure requires higher liquidity investments.
第二問寫：
The lower the proportion of active lives, the greater the plan’s liquidity requirement.
Early retirement option lowers the weighted average duration of Plan liabilities.
As a result, the plan’s asset allocation needs to be revised and the proportion of illiquid asset class (i.e. private equity) should be reduced
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