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商品編號： 9-293-024 出版日期： 1992/11/17 作者姓名： Perold, Andre F. 商品類別： Finance 商品規格： 12p 再版日期： 1994/12/16 地域： New York 產業： Banking and investment industry 個案年度： 1992 - 1992
商品敘述：
BEA''s enhanced index fund product uses derivatives and cash market securities to find the most efficient way to "track an index." The considerations involve transaction costs, custodial fees, withholding taxes on dividends, and fees from securities lending. In this case, BEA is faced with the task of investing an off-shore portfolio so as to track the S&P 500. The choices include buying the underlying stocks, buying an S&P 500-index-linked note, buying futures or doing an S&P 500 swap, and investing in a variety of short-term fixed-income alternatives.
涵蓋領域：
Financial markets;Fixed income securities;Portfolio management;Securities analysis;Credit and loans;Competitive advantage
相關資料：
Case Teaching Note, (5-295-160), 13p, by Andre F. Perold, Wai Lee;Spreadsheet Supplement, (XLS566), 0p, by Andre F. Perold
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