[問題] CFA3級的問題....

看板CFAiafeFSA (精算師/基金經理人/銀行家)作者 (人的相識都有起點和終點)時間16年前 (2009/04/24 16:27), 編輯推噓1(101)
留言2則, 2人參與, 最新討論串1/1
在教材第4本有關fixed-incom portfolio之中,在immunization策略下有提到 ,immunization target rate of return is less than yield to maturity if the yield cure is upward-sloping; immunization target rate of return is larger than yield to maturity if the yield curve is downward-sloping because the higher reinvestment return. 想請問,為什麼在downward-sloping的yield curve下,reinvestment rate is higher; 而 upward-sloping yield curve, reinvestment return is lower? -- ※ 發信站: 批踢踢實業坊(ptt.cc) ◆ From: 140.112.4.234

04/24 19:07, , 1F
你得配合負債的到期日作再投資,無法投資那麼長期的資產了.
04/24 19:07, 1F

04/25 17:47, , 2F
剛才好不容易想通了,大概懂了,謝謝你的回答
04/25 17:47, 2F
文章代碼(AID): #19yNVclD (CFAiafeFSA)
文章代碼(AID): #19yNVclD (CFAiafeFSA)