There are many different bond portfolio management strategies,
e.g., passive, indexing, immunization, and
active. explain each strategy...
There are many different bond portfolio management strategies,
e.g., passive, indexing, immunization, and
active. explain each strategy how it can be used to
manage a bond portfolio.
(a) Compare and contrast Active and Passive equity portfolio
management strategies.
(b) Define and discuss the three forms of the Efficient Market
Hypothesis.
(c) What does the Efficient Market Hypothesis imply for the use
of Technical analysis?
(d) What does the Efficient Market Hypothesis imply for the use
of Fundamental analysis?
In active portfolio management, anomaly-based investment
strategies are common. Identify and explain these strategies. Also
explain what would be the main factors that contribute to the high
returns of these strategies.
In active portfolio management, anomaly-based investment
strategies are common. Identify and explain these strategies. Also
explain what would be the main factors that contribute to the high
returns of these strategies.
Discuss active bond portfolio management. Given an inefficient
market, is such portfolio management appropriate? Explain one
active bond management strategy.
In your own words, briefly explain what the difference is
between active and passive immunization. Incorporate the following
terms in your answer: vaccine, antigen, attenuated, primary immune
response, antibodies, serum, and immediate immunity.
Interest Rate Anticipation is one of widely-used active
management strategies for a bond portfolio. Please describe in
details how to apply the interest rate anticipation strategy if the
interest rate is expected to increase or decline.
A.
There are three types of taxable income; 1. active, 2.
portfolio, 3. passive. Describe each (in
your own words) and make sure you understand the tax
implications of these incomes.
B.
Debra Ferguson received the items and amounts of income shown
below during 2016. Help her calculate, (a) her
gross income and (b) that portion (dollar
amount) of her income that is tax
exempt.
Salary
$33,500
Dividends
800
Gift from
mother
500
Child support from
ex-husband
3,600
Interest on savings...
Compare active and passive asset allocation strategies. Explain
in your own words. Which one you think better describe your
personal investment strategy and what would be your act if you were
assigned as portfolio manager of a financial institution?