CFA Level 3 | Goals-based Asset Allocation: Minimum Expectation Returns

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  • เผยแพร่เมื่อ 8 ก.พ. 2025

ความคิดเห็น • 9

  • @mkbutinini3271
    @mkbutinini3271 4 ปีที่แล้ว +3

    thank you so much, you changed my life for this kind of knowledge

    • @FabianMoa
      @FabianMoa  4 ปีที่แล้ว

      Happy to hear that, MK!

  • @simfinso858
    @simfinso858 4 ปีที่แล้ว +2

    Very nicely Explained.You are a senior to me in knowledge I must admit that.Respect to Your work.A nice channel on Advance level of Finance. Keep doing Your work.we are following.Thanks

    • @FabianMoa
      @FabianMoa  4 ปีที่แล้ว

      Thanks a ton, SIMFINSO. Keep up the good work with your channel too.

  • @j787ploeder8
    @j787ploeder8 2 ปีที่แล้ว +4

    shouldn't you convert the annual expected return like this?: (1+ annual return)^15 ? because now you are summing returns, which doens't give the same result as compounding.

  • @mismattched
    @mismattched 3 ปีที่แล้ว +1

    why do we find MER as a simple return instead of a compounded value? ie (1+0.56.7410)^(1/15) - 1?

  • @leonard04123
    @leonard04123 5 หลายเดือนก่อน

    Ya why is the returns not geomatrically compounded? e.g.(1+annual)^15 haha other den that very clear!

  • @alexh.4842
    @alexh.4842 3 ปีที่แล้ว

    Why can't we just directly use the annual mean& std, like (8.2%-1.65*10.4%) to get the 95% probability one-year MER?

    • @FabianMoa
      @FabianMoa  3 ปีที่แล้ว

      Because the time horizon is more than 1 year, so you have to scale the return and std deviation based on the time horizon to get the minimum return that can be achieved 95% of the time, then you annualize it