What was the portfolios return attributbale

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Reference no: EM132065275

1. What is the present value of $992 to be received in 13.5 years from today if our discount rate is 3.5 percent? Future Value (FV) 992 Interest Rate (i) 0.035 Number of years (n) 13.5 Answer-

Please show exact entries into the Excel cells

2. Preform portfolio analysis for the following portfolio. the portfolios retrun is 6.37%. Their benchmark allocation is 40% equities, 50% bonds and 10% cash. the return for their benchmark indices are 7.89% for equities, 4.56% for the bonds and 0.65% for the money markets. their actual allocations during the period were 49% in equities, 36% in bonds and 15% in cash. The portfolios actual returns in were 8.62% in equity, 5.69% in bonds and 0.68% in cash. What was the portfolios return attributbale to:

a. asset allocation

b. security selection

Reference no: EM132065275

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