Product code: Accounts-AW382
Homework Assignment I
Please use Word and Excel. Hand-written work will not be accepted.
A bond portfolio manager manages a small bond portfolio of approximately $10 million US dollars. The client requires a yield on the portfolio equal to the benchmark’s yield plus 100 bp The client also requires that a maximum allocation to high yield or junk bonds be 15% of the portfolio.
The portfolio manager actively manages duration in order to take advantage of volatility and also to prevent loss of principal. The portfolio manager does not maintain cash balances. Minimum allocation to one bond issue is 2.5%, maximum allocation is 10%, for investment grade, 5% otherwise.
Attached is a spreadsheet with 42 issues with various characteristics. It is the inventory of a sell-side firm the manager does business with.
Please explain the manager’s sentiment.Limit your answer to one page of text.
What is the meaning of her comment? What do you suppose is their outlook for the economy and interest rates? Please limit your answer to one page of text.
The given economic quality represents the following things:- a) Economy is in growing phase b) The groth rate looks stable c) All economic standards are stable
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Objective of this assignment
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