Question: Please help quickly You just finished the first quarter managing a portfolio for a client. The initial investment was $200,000 and at the end of
Please help quickly
You just finished the first quarter managing a portfolio for a client. The initial investment was $200,000 and at the end of the quarter the value was $202,660. Your performance is judged against a combination of U.S. and Non-U.S. equity indices. The U.S. index is the SEP 500 and has a weight of 80%. The Non-U.S. index is the MSCI EAFE and has a weight of 20%. For the quarter. the S\&P 500 Index rose from 1528.35 to 1549.17 and the MSCI EAFE fell from 1234.24 to 1229.47. What is your return from managing the portfolio? (recurring content question) 1.31% 266% 0.32% 2.668 1.33%
Step by Step Solution
There are 3 Steps involved in it
1 Expert Approved Answer
Step: 1 Unlock
Question Has Been Solved by an Expert!
Get step-by-step solutions from verified subject matter experts
Step: 2 Unlock
Step: 3 Unlock
