Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

11. A financial institution accepts an $85,000 deposit from a customer on which it guarantees to pay 8% compounded annually for ten years. The only

image text in transcribed
11. A financial institution accepts an $85,000 deposit from a customer on which it guarantees to pay 8% compounded annually for ten years. The only investments available to the institution are five-year zero coupon bonds and preferred stocks with a fixed dividend rate of 8%, both yielding 8%. The institution develops an investment policy using the following reasoning: (i) The duration of the five-year zero coupon bonds is 5. (ii) The duration of the preferred stock is 13.5. (iii) The duration of the obligation to the customer is 10. (iv) Taking the weighted average of the durations, the amount invested in five-year zero coupon bonds is chosen to be 13.5 - 10 * (85,000) = $35,000 13.5 - 5 while the amount invested in preferred stock is chosen to be 10-5 * (85,000) = $50,000 13.5 - 5 Verify that this investment strategy is optimal under immunization theory, assuming the customer leaves the funds on deposit for the full ten-year period. 11. A financial institution accepts an $85,000 deposit from a customer on which it guarantees to pay 8% compounded annually for ten years. The only investments available to the institution are five-year zero coupon bonds and preferred stocks with a fixed dividend rate of 8%, both yielding 8%. The institution develops an investment policy using the following reasoning: (i) The duration of the five-year zero coupon bonds is 5. (ii) The duration of the preferred stock is 13.5. (iii) The duration of the obligation to the customer is 10. (iv) Taking the weighted average of the durations, the amount invested in five-year zero coupon bonds is chosen to be 13.5 - 10 * (85,000) = $35,000 13.5 - 5 while the amount invested in preferred stock is chosen to be 10-5 * (85,000) = $50,000 13.5 - 5 Verify that this investment strategy is optimal under immunization theory, assuming the customer leaves the funds on deposit for the full ten-year period

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

The Budget Bible Budgeting Made Simple

Authors: Jessica Charise Brant, Adrienne Homet Hand

ISBN: 979-8218059880

More Books

Students also viewed these Accounting questions

Question

Explain how cultural differences affect business communication.

Answered: 1 week ago

Question

List and explain the goals of business communication.

Answered: 1 week ago