Greta, an elderly investor, has a degree of risk aversion of A = 3 when applied...

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Finance

Greta, an elderly investor, has a degree of risk aversion ofA = 3 when applied to return on wealth over a 3-yearhorizon. She is pondering two portfolios, the S&P 500 and ahedge fund, as well as a number of 3-year strategies. (All ratesare annual, continuously compounded.) The S&P 500 risk premiumis estimated at 6% per year, with a SD of 21%. The hedge fund riskpremium is estimated at 9% with a SD of 38%. The return on each ofthese portfolios in any year is uncorrelated with its return or thereturn of any other portfolio in any other year. The hedge fundmanagement claims the correlation coefficient between the annualreturns on the S&P 500 and the hedge fund in the same year iszero, but Greta believes this is far from certain.


a-1.

Assuming the correlation between the annual returns on the twoportfolios is indeed zero, what would be the optimal assetallocation? (Do not round intermediate calculations. Roundyour answers to 2 decimal places. Omit the "%" sign in yourresponse.)


  S&P%
  Hedge%


a-2.

What is the expected return on the portfolio? (Do notround intermediate calculations. Round your answer to 2 decimalplaces. Omit the "%" sign in your response.)


  Expected return%


a-3.

What should be Greta’s capital allocation? (Do not roundintermediate calculations. Round your answers to 2 decimal places.Omit the "%" sign in your response.)


  S&P%
  Hedge%
  Risk-free asset%

Answer & Explanation Solved by verified expert
4.1 Ratings (458 Votes)
Here the annual SP risk premium X 6 and the annual hedge fund risk premium Y 9 Also the risk or SD of SP L 21 and the risk or SD of the hedge fund M 38 Also    See Answer
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Greta, an elderly investor, has a degree of risk aversion ofA = 3 when applied to return on wealth over a 3-yearhorizon. She is pondering two portfolios, the S&P 500 and ahedge fund, as well as a number of 3-year strategies. (All ratesare annual, continuously compounded.) The S&P 500 risk premiumis estimated at 6% per year, with a SD of 21%. The hedge fund riskpremium is estimated at 9% with a SD of 38%. The return on each ofthese portfolios in any year is uncorrelated with its return or thereturn of any other portfolio in any other year. The hedge fundmanagement claims the correlation coefficient between the annualreturns on the S&P 500 and the hedge fund in the same year iszero, but Greta believes this is far from certain.a-1.Assuming the correlation between the annual returns on the twoportfolios is indeed zero, what would be the optimal assetallocation? (Do not round intermediate calculations. Roundyour answers to 2 decimal places. Omit the "%" sign in yourresponse.)  S&P%  Hedge%a-2.What is the expected return on the portfolio? (Do notround intermediate calculations. Round your answer to 2 decimalplaces. Omit the "%" sign in your response.)  Expected return%a-3.What should be Greta’s capital allocation? (Do not roundintermediate calculations. Round your answers to 2 decimal places.Omit the "%" sign in your response.)  S&P%  Hedge%  Risk-free asset%

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