Your client chooses to invest 70% of a portfolio in your fund and 30% in a T-bill
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Your client chooses to invest 70% of a portfolio in your fund and 30% in a T-bill money market fund. What is the expected value and standard deviation of the rate of return on his portfolio?
You manage a risky portfolio with expected rate of return of 18% and standard deviation of 28%. The T-bill rate is 8%.
A portfolio is a grouping of financial assets such as stocks, bonds, commodities, currencies and cash equivalents, as well as their fund counterparts, including mutual, exchange-traded and closed funds. A portfolio can also consist of non-publicly...
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Answer Expected return 15 Standard deviation 196 Calculations Expected re...View the full answer
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Hemant Pareek
Conducted trainings at various levels during my corporate exposure, trainings were in the field of finance and corporate finance
As Part of corporate investment banking department as team leader
? Provided audit support for financial reporting
? Conducted trainings at various levels for conceptual understanding of complex processes
? Advised and Integrated automated and manual checks in models for error reduction
As Part of corporate finance department in business valuation team
? Performed valuation analysis in relation to merger, demerger, impairment on a wide range of public and private entities within various industries
? Prepared valuation models involving - discounted cash flow analysis (FCFF and FCFE models), Comparable company analysis, Comparable transaction analysis, Sum of the parts (SOTP) valuation methodology and sensitivity analysis
? Prepared additional schedules for clarity i.e. depreciation schedule, working capital schedule, intangibles schedule, debt schedule, investment schedule, taxation schedule etc.
? Performed Purchase Price Allocations (PPA) of assets and liabilities that have been acquired consequent to a transaction.
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