one page about Mutual Fund
User Generated
zbun55
Economics
Description
one page about Mutual Fund one page about Mutual Fund
User generated content is uploaded by users for the purposes of learning and should be used following Studypool's honor code & terms of service.
This question has not been answered.
Create a free account to get help with this and any other question!
24/7 Homework Help
Stuck on a homework question? Our verified tutors can answer all questions, from basic math to advanced rocket science!
Most Popular Content
FIN 683 Ashford University Bond Index and Portfolio Investment Analysis Report
Prepare a report to the client from your Client Bond Portfolio Role Play discussion forum in Week 1 on a proposed fixed-in ...
FIN 683 Ashford University Bond Index and Portfolio Investment Analysis Report
Prepare a report to the client from your Client Bond Portfolio Role Play discussion forum in Week 1 on a proposed fixed-income portfolio (attached).
At this time, you may replace any one or all of the bonds in the portfolio, but you must include at least six bonds and no more than eight bonds in your final portfolio. You may include corporate bonds, asset-backed securities, U.S. Treasury securities, non-sovereign U.S. government bonds (e.g., city or state bonds), or quasi-government bonds. You may apportion the bonds any way you want; however, no single bond can be less than 5% of the portfolio and no single bond can be more than 50% of the portfolio.
As a reminder, here is the client:
The Client: This client is 52-years-old, has no debt, and has significant assets under management with the firm. The client has allocated 2% portion of their assets for individual bond investing. This segment of the portfolio is held in the client’s retirement accounts, and the client expects to retire at age 65. The client has an average risk tolerance.
.
In your report,
Define at least three investment objectives for the fixed-income portfolio.
Produce a table identifying the chosen bonds, the primary characteristics of the bonds (including the rating), and the weights of the bonds in the portfolio.
Using the spot rates you used in your Yield Curve and Forecast Report from Week 2, provide an analysis to the client on the arbitrage-free valuation of two bonds in the portfolio (use only non-convertible corporate bonds from the portfolio).
This should be presented as the sum of the present values of expected future values using the benchmark spot rates.
Compare the arbitrage-free valuation to the current market value of the two chosen bonds.
State your conclusion as to whether an arbitrage-free opportunity exists for these two bonds.
Calculate the duration of the portfolio.
Explain any changes to the bond portfolio that occurred in Week 4 or Week 6.
Identify one bond index to use as a benchmark for this portfolio. Be sure to explain how the bond index compares in terms of market value risk and income risk.
Identify characteristics of the bond index that will cause the bond index performance to vary from the client bond portfolio.
Calculate the tracking risk of this bond portfolio versus the chosen index, based on five years of returns for the bonds and the indexes through the current date.
Identify one to three bond index funds that would be appropriate for the client, based on their defined investment objectives.
Recommend one of the following options to the client:
Implement the bond portfolio.
Implement the bond index fund portfolio.
4 pages
Principles Of Microeconomics Course Reflection 1
This term has been on the of most interesting ones in the past few years. The course, Principles of Microeconomics, is not ...
Principles Of Microeconomics Course Reflection 1
This term has been on the of most interesting ones in the past few years. The course, Principles of Microeconomics, is not only full of insights into ...
ECO 1000 Rasmussen How GDP of US May Influence the Sale of Smartphones Questions
You are a junior executive of a new cellular phone carrier called Technologies of the Future (TOF) that competes in the sa ...
ECO 1000 Rasmussen How GDP of US May Influence the Sale of Smartphones Questions
You are a junior executive of a new cellular phone carrier called Technologies of the Future (TOF) that competes in the same market as Verizon Wireless, AT&T, and T-Mobile. You are asked to write a professional document that discusses the concepts below.Define Gross Domestic Product (GDP).Differentiate between Real GDP and Nominal GDP.Explain how the GDP of the U.S. may influence the sale of smartphones by TOF.What percentage of the GDP is attributed to the sale of cellular phones (including carrier services) in the United States?Define the Human Development Index (HDI).Explain if the HDI has an influence on the sale of smartphones in the U.S.Which aspect of the HDI might influence the sale of smartphones?Identify the target audience for the sale of smartphones in the U.S.
9 pages
Demand Estimation
Based on the above computation, Price Elasticity was attained as – 1.19. this means that a 1% rise in price of an item w ...
Demand Estimation
Based on the above computation, Price Elasticity was attained as – 1.19. this means that a 1% rise in price of an item will make total ...
HLTH 4530 Walden Heart Disease African Americans & Asian American Matrix Template
Access the U.S. Department of Health and Human Services Office of Minority Health (2016) provided in this week’s reading ...
HLTH 4530 Walden Heart Disease African Americans & Asian American Matrix Template
Access the U.S. Department of Health and Human Services Office of Minority Health (2016) provided in this week’s reading :https://minorityhealth.hhs.gov/omh/browse.aspx?lvl=2&lvlid=26Select three of the five populations provided in the database, and compare profiles for these three populations.Reflect on how the three populations you selected might approach the management of heart disease.Reflect on heart disease risk factors for the three populations you selected.Consider how access to healthcare, Medicare, or Medicaid programs may impact heart disease and health outcomes for these populations.Part 1: Heart Disease Comparison Grid the Week 2 Matrix Template document attachedComplete the template by addressing the following:Describe the demographics for each of the three populations you selected. Be specific and provide examples.Explain at least three heart disease risk factors that may impact each of the three populations you selected. Be specific, and provide examples.Describe which social determinants of health most impact each of the three populations you selected for the management of heart disease, and explain why. Be specific, and provide examples.Part 2: Narrative SummaryIn a 2-page narrative summary, address the following:Explain what conclusions you might draw, regarding the management of heart disease and chronic illnesses for the populations you selected.Explain how healthcare access and health insurance programs (including Medicare and Medicaid) might help to address the heart disease risk factors and the social determinants of health for each of the populations you selected.
Similar Content
Minnesota School of Business Financial Literacy Summary Essay
Lusardi Swiss Journal of Economics and Statistics
https://doi.org/10.1186/s41937-019-0027-5
(2019) 155:1
CONFERENCE KEY ...
ECON New York University Natural Log of Monthly Wages Econometrics Discussion
and the question from the data given in the attachment. find that attachment below...
FINANCE 2360 Finance Information Systems and Management Science Questions
Finance, Information Systems, & Management Science
FINANCE 2360 ASSIGNMENT #5
DUE FRIDAY, June 11, 2021 BEFORE 12:00 noon....
Make a 150 words short response for each of the following students discussions
Discussion A:When the credit crisis occurred in 2008, bond markets took a huge hit as well. Stocks and bonds were almost u...
Columbia Southern University Medical Malpractice Presentation
Instructions
When a health care professional or health care organization causes injury to a patient through negligence and...
Introduction to Financial Management Report: Capital Budgeting (Komorebi 27.09.22)
The assignments in FINM1416 consist of two components: an individual component (50%) and a group component (50%).The indiv...
Research Paper.edited
The Belt and Road initiative is aimed at investing in ports, airports, roads, and railways in Asia, Europe, and Africa to ...
Economics Problem Set 2
The two countries are in equilibrium since the exchange takes place on a scale of 1 apple for 2 The value of imports is eq...
Tmp 2656 Current Market Conditions Competitive Analysis1744977899
When venturing into a new product, it is always necessary to consider the current market conditions and the competitors cu...
Related Tags
Book Guides
The Eyes Were Watching God
by Zora Neale Hurston
The English Patient
by Michael Ondaatje
Shattered - Inside Hillary Clintons Doomed Campaign
by Amie Parnes and Jonathan Allen
The Mayor of Casterbridge
by Thomas Hardy
The BFG
by Roald Dahl
Of Mice and Men
by John Steinbeck
Their Eyes Were Watching God
by Zora Neale Hurston
The Iliad
by Homer
Get 24/7
Homework help
Our tutors provide high quality explanations & answers.
Post question
Most Popular Content
FIN 683 Ashford University Bond Index and Portfolio Investment Analysis Report
Prepare a report to the client from your Client Bond Portfolio Role Play discussion forum in Week 1 on a proposed fixed-in ...
FIN 683 Ashford University Bond Index and Portfolio Investment Analysis Report
Prepare a report to the client from your Client Bond Portfolio Role Play discussion forum in Week 1 on a proposed fixed-income portfolio (attached).
At this time, you may replace any one or all of the bonds in the portfolio, but you must include at least six bonds and no more than eight bonds in your final portfolio. You may include corporate bonds, asset-backed securities, U.S. Treasury securities, non-sovereign U.S. government bonds (e.g., city or state bonds), or quasi-government bonds. You may apportion the bonds any way you want; however, no single bond can be less than 5% of the portfolio and no single bond can be more than 50% of the portfolio.
As a reminder, here is the client:
The Client: This client is 52-years-old, has no debt, and has significant assets under management with the firm. The client has allocated 2% portion of their assets for individual bond investing. This segment of the portfolio is held in the client’s retirement accounts, and the client expects to retire at age 65. The client has an average risk tolerance.
.
In your report,
Define at least three investment objectives for the fixed-income portfolio.
Produce a table identifying the chosen bonds, the primary characteristics of the bonds (including the rating), and the weights of the bonds in the portfolio.
Using the spot rates you used in your Yield Curve and Forecast Report from Week 2, provide an analysis to the client on the arbitrage-free valuation of two bonds in the portfolio (use only non-convertible corporate bonds from the portfolio).
This should be presented as the sum of the present values of expected future values using the benchmark spot rates.
Compare the arbitrage-free valuation to the current market value of the two chosen bonds.
State your conclusion as to whether an arbitrage-free opportunity exists for these two bonds.
Calculate the duration of the portfolio.
Explain any changes to the bond portfolio that occurred in Week 4 or Week 6.
Identify one bond index to use as a benchmark for this portfolio. Be sure to explain how the bond index compares in terms of market value risk and income risk.
Identify characteristics of the bond index that will cause the bond index performance to vary from the client bond portfolio.
Calculate the tracking risk of this bond portfolio versus the chosen index, based on five years of returns for the bonds and the indexes through the current date.
Identify one to three bond index funds that would be appropriate for the client, based on their defined investment objectives.
Recommend one of the following options to the client:
Implement the bond portfolio.
Implement the bond index fund portfolio.
4 pages
Principles Of Microeconomics Course Reflection 1
This term has been on the of most interesting ones in the past few years. The course, Principles of Microeconomics, is not ...
Principles Of Microeconomics Course Reflection 1
This term has been on the of most interesting ones in the past few years. The course, Principles of Microeconomics, is not only full of insights into ...
ECO 1000 Rasmussen How GDP of US May Influence the Sale of Smartphones Questions
You are a junior executive of a new cellular phone carrier called Technologies of the Future (TOF) that competes in the sa ...
ECO 1000 Rasmussen How GDP of US May Influence the Sale of Smartphones Questions
You are a junior executive of a new cellular phone carrier called Technologies of the Future (TOF) that competes in the same market as Verizon Wireless, AT&T, and T-Mobile. You are asked to write a professional document that discusses the concepts below.Define Gross Domestic Product (GDP).Differentiate between Real GDP and Nominal GDP.Explain how the GDP of the U.S. may influence the sale of smartphones by TOF.What percentage of the GDP is attributed to the sale of cellular phones (including carrier services) in the United States?Define the Human Development Index (HDI).Explain if the HDI has an influence on the sale of smartphones in the U.S.Which aspect of the HDI might influence the sale of smartphones?Identify the target audience for the sale of smartphones in the U.S.
9 pages
Demand Estimation
Based on the above computation, Price Elasticity was attained as – 1.19. this means that a 1% rise in price of an item w ...
Demand Estimation
Based on the above computation, Price Elasticity was attained as – 1.19. this means that a 1% rise in price of an item will make total ...
HLTH 4530 Walden Heart Disease African Americans & Asian American Matrix Template
Access the U.S. Department of Health and Human Services Office of Minority Health (2016) provided in this week’s reading ...
HLTH 4530 Walden Heart Disease African Americans & Asian American Matrix Template
Access the U.S. Department of Health and Human Services Office of Minority Health (2016) provided in this week’s reading :https://minorityhealth.hhs.gov/omh/browse.aspx?lvl=2&lvlid=26Select three of the five populations provided in the database, and compare profiles for these three populations.Reflect on how the three populations you selected might approach the management of heart disease.Reflect on heart disease risk factors for the three populations you selected.Consider how access to healthcare, Medicare, or Medicaid programs may impact heart disease and health outcomes for these populations.Part 1: Heart Disease Comparison Grid the Week 2 Matrix Template document attachedComplete the template by addressing the following:Describe the demographics for each of the three populations you selected. Be specific and provide examples.Explain at least three heart disease risk factors that may impact each of the three populations you selected. Be specific, and provide examples.Describe which social determinants of health most impact each of the three populations you selected for the management of heart disease, and explain why. Be specific, and provide examples.Part 2: Narrative SummaryIn a 2-page narrative summary, address the following:Explain what conclusions you might draw, regarding the management of heart disease and chronic illnesses for the populations you selected.Explain how healthcare access and health insurance programs (including Medicare and Medicaid) might help to address the heart disease risk factors and the social determinants of health for each of the populations you selected.
Earn money selling
your Study Documents