🎓CFA Final Prep All Topics

Deck 3 – Private Capital (Equity & Debt)

Card1 / 19
Question

Why can private capital appear more diversified from public markets than it truly is?

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Answer

Appraisal-based smoothed returns understate true correlations.

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Question

Why can private capital diversification benefits weaken հենց when investors need them most?

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Answer

Correlations with public markets tend to rise during stress.

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Question

Why do private debt investments usually offer higher yields than comparable public debt?

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Answer

They compensate for illiquidity, complexity, and credit risk.

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Question

How does mezzanine debt rank relative to senior unsecured debt in the claim hierarchy?

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Answer

Below senior unsecured debt.

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