笨同學(xué)
2019-06-07 19:53case2第3題 為什么不是因為市場波動小才降低rebalance屏旅的？然后答案寫的我也不明白什么calendar rebalancing 第5題 答案看不明白 不是問expected benefits嗎 怎么回答變risk了。
所屬：CFA Level III 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個回答
Paul助教
2019-06-11 10:16
該回答已被題主采納
同學(xué)你好，根據(jù)第三題case中相關(guān)描述：Truck will recommend moving the Hardings' international equity holdings to a more cost-effective passive fund. This move can be done without a tax consequence because the bulk of their assets are held in a tax-deferred retirement account. Although the new fund has a similar risk level and country exposure to the old, it offers significantly lower trading costs, especially for holding periods of greater than 90 trading days. Truck makes a note to discuss the option of converting their portfolio to a semiannual rebalancing strategy.這里說道最大的不同不是風(fēng)險，而是交易成本，風(fēng)險和之前是類似。
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追答
同學(xué)你好，第五題問的不是好處，而是會產(chǎn)生的預(yù)期影響。
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