Find the account time-weighted return

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Question: Winter Asset Management manages institutional and individual accounts, including the account of the Mientkiewicz family. This account was initially valued at $1 M. One month later it was worth $1.08 M. (a) Assuming no external cash flows and the reinvestment of all income, what is the return for the month? (b) If the account received a $50,000 contribution at the beginning of the month (which would be added to the original $1 M), but the final value is still $1.08 M, what is the return? (c) Repeat part (b), but assume the $50,000 is contributed at the end of the month. (d) Assume that the account received a contribution of $30,000 on day 5 and a contribution of $20,000 on day 16. The daily pricing system on the account tells us that the values on these dates (including the contributions) were $1,045,000 on day 5 and $1,060,000 on day 16. Find the 3 subperiod returns for the month. (e) Given the cash flows in part (d), find the account's time-weighted return. (f) Given the cash flows in part (d), find the account's money-weighted return.

Reference no: EM133348905

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