Solution-Constructed a fixed income portfolio for client

Constructed a fixed income portfolio for client

Assignment Help Finance Basics

Reference no: EM132569724

In January 2020, you have constructed a fixed income portfolio for your client (according to his needs) with two bond investment funds:

Orix Global Bond Funds (OGBF), is a passively managed fund tracking International Bonds Index (IBI). Sonari Index Fund (SIF), is an actively managed bond portfolio and its designed to beat the IBI.

The performance review of your client's bond portfolio shows that six months return for IBI, OGBF and SIF are 3.25%, 3.55% and 3.10%. He made the following two statements:

i. "OGBF is a well-managed fund."

ii. "Although, I expected that SIF to outperform IBI, Alas! The fund should be divested."

State if you agree or disagree with each of your client's statements and provide one reason for each of your answer in accordance with the bond portfolio management strategies

Reference no: EM132569724

Questions Cloud

What is Koch adjusted basis in machine : Machine 2's adjusted basis was $55,100 at the time of the exchange. What is Koch's adjusted basis in machine 2 after the exchange

Describe how roy adaptation model aligns with theory : Describe how Roy's adaptation model aligns with theory-Do nurses that work in regulated hospitals with positive nurse staff ratios experience less nurse burnout

What the impact would be on the fair value of a stock option : Indicate what the impact would be on the fair value of a stock option if each of the following inputs of the Black-Scholes model was increased

What amounts of non current future tax liability : Temporary difference, Explain what amounts of non current future tax liability and current future tax asset will be shown on the balance sheet?

Constructed a fixed income portfolio for client : In January 2020, you have constructed a fixed income portfolio for your client (according to his needs) with two bond investment funds:

What is the amount and character of Butte gain or loss : Butte bought the machine for $54,100 several years ago and has claimed $12,050 of depreciation expense on the machine. What is the amount and character

Research the effects of interrupted sleep on cognition : Begin by selecting a topic in nursing or medicine that is of interest to you. Next, use PICOT to format possible research questions about that topic.

How to prepare the journal entries to record income taxes : How to Prepare the journal entries to record income taxes for 2020. (To record current tax expense.), (To record deferred tax expense.)

What is the total amortization amount Daschle may deduct : Daschle LLC completed some research and development during June of the current year. What is the total amortization amount Daschle may deduct

User Account

All Pages

Constructed a fixed income portfolio for client

Reference no: EM132569724

Reference no: EM132569724

Questions Cloud

Reviews

Write a Review

Finance Basics Questions & Answers

Financial reporting and analysis

A report on financial accounting

Describe the types of financial ratios

Differences between sole proprietorship and corporation

Prepare a cash budget statement

What are the implied interest rates

State pricing theory and no-arbitrage pricing theory

Small business administration

Effect of financial leverage

Evaluate the basis for the payment to the lender

Importance of opps, ipps, mpfs and dmepos

Time value of money

Assured A++ Grade

Academics

Major Subjects

Majors

Get In Touch

TERMS & POLICIES

HELP & SUPPORT