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7. An investor owns an equity portfolio worth 20 million and decides to hedge the value of her position with stock index futures contracts. The

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7. An investor owns an equity portfolio worth 20 million and decides to hedge the value of her position with stock index futures contracts. The current value of the relevant futures contract is 5225 index points. Each futures contract is valued at 10 per index point. The variance of the change in the price of the spot portfolio over the life of the hedge is estimated to be 0.3969. The variance of the change in the futures price over the life of the hedge is estimated to be 0.3481. The coefficient of correlation between the spot price change and futures price change is 0.85. What is (i) the minimum variance hedge ratio (to the nearest 0.01) and (ii) the number of contracts (to the nearest full contract) to be bought or sold when the minimum variance hedge calculated for part() is adopted? (Ignore any impacts of daily settlement.) a. 0.97 and (ii) short 371 contracts b. 0.97 and (ii) long 371 contracts C. 0.91 and (ii) short 348 contracts d. 0.91 and (ii) long 348 contracts e. None of the above 8. A deposit account pays 8% per annum with continuous compounding, but interest is actually paid quarterly. Assuming a deposit of 65,000, how much interest will be paid to the nearest 0.01) (i) each quarter if the interest paid is not reinvested in the account and (ii) in the third quarter if the interest in the first two quarters is left in the account (i.e. remains invested) with interest paid each quarter on the whole amount in the account? a. (0) 1,300.00 and (ii) 1,352.61 b. (0) 1,300.00 and (i) 1,366.68 c.) 1,313.09 and (i) 1,352.61 d. () 1,313.09 and (ii) 1,366.68 e. None of the above. 9. Company X and Company Y have been offered the following rates Fixed Rate Floating Rate 3-month LIBOR plus 10bp 3.5% Company X Company Y 4.5% 3-month LIBOR plus 30 bp Suppose that Company Xborrows fixed and company Y borrows floating. If they enter into a swap with each other where the apparent benefits are shared equally, what are the effective borrowing rates for (i) company X and (ii) company Y? a. (0) 3-month LIBOR-30 bp and (ii) 4.1% b. (i) 3-month LIBOR-30 bp and (ii) 4.3% C. (i) 3-month LIBOR-10 bp and (ii) 4.1% d. (i) 3-month LIBOR-10 bp and (ii) 4.3% a None of the above Table for N(x) When x 0 This table shows values of N(x) for x > 0. The table should be used with interpolation. For example, N(0.6278) = N(0.62) +0.78[N(0.63) - N(0.62)] -0.7324 +0.78 x (0.7357 -0.7324) =0.7350 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1.0 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 2.0 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 3.0 3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.8 3.9 4.0 .00 0.5000 0.5398 0.5793 0.6179 0.6554 0.6915 0.7257 0.7580 0.7881 0.8159 0.8413 0.8643 0.8849 0.9032 0.9192 0.9332 0.9452 0.9554 0.9641 0.9713 0.9772 0.9821 0.9861 0.9893 0.9918 0.9938 0.9953 0.9965 0.9974 0.9981 0.9986 0.9990 0.9993 0.9995 0.9997 0.9998 0.9998 0.9999 0.9999 1.0000 1.0000 .01 0.5040 0.5438 0.5832 0.6217 0.6591 0.6950 0.7291 0.7611 0.7910 0.8186 0.8438 0.8665 0.8869 0.9049 0.9207 0.9345 0.9463 0.9564 0.9649 0.9719 0.9778 0.9826 0.9864 0.9896 0.9920 0.9940 0.9955 0.9966 0.9975 0.9982 0.9987 0.9991 0.9993 0.9995 0.9997 0.9998 0.9998 0.9999 0.9999 1.0000 1.0000 .02 0.5080 0.5478 0.5871 0.6255 0.6628 0.6985 0.7324 0.7642 0.7939 0.8212 0.8461 0.8686 0.8888 0.9066 0.9222 0.9357 0.9474 0.9573 0.9656 0.9726 0.9783 0.9830 0.9868 0.9898 0.9922 0.9941 0.9956 0.9967 0.9976 0.9982 0.9987 0.9991 0.9994 0.9995 0.9997 0.9998 0.9999 0.9999 0.9999 1.0000 1.0000 .03 0.5120 0.5517 0.5910 0.6293 0.6664 0.7019 0.7357 0.7673 0.7967 0.8238 0.8485 0.8708 0.8907 0.9082 0.9236 0.9370 0.9484 0.9582 0.9664 0.9732 0.9788 0.9834 0.9871 0.9901 0.9925 0.9943 0.9957 0.9968 0.9977 0.9983 0.9988 0.9991 0.9994 0.9996 0.9997 0.9998 0.9999 0.9999 0.9999 1.0000 1.0000 .04 0.5160 0.5557 0.5948 0.6331 0.6700 0.7054 0.7389 0.7704 0.7995 0.8264 0.8508 0.8729 0.8925 0.9099 0.9251 0.9382 0.9495 0.9591 0.9671 0.9738 0.9793 0.9838 0.9875 0.9904 0.9927 0.9945 0.9959 0.9969 0.9977 0.9984 0.9988 0.9992 0.9994 0.9996 0.9997 0.9998 0.9999 0.9999 0.9999 1.0000 1.0000 .05 0.5199 0.5596 0.5987 0.6368 0.6736 0.7088 0.7422 0.7734 0.8023 0.8289 0.8531 0.8749 0.8944 0.9115 0.9265 0.9394 0.9505 0.9599 0.9678 0.9744 0.9798 0.9842 0.9878 0.9906 0.9929 0.9946 0.9960 0.9970 0.9978 0.9984 0.9989 0.9992 0.9994 0.9996 0.9997 0.9998 0.9999 0.9999 0.9999 1.0000 1.0000 .06 0.5239 0.5636 0.6026 0.6406 0.6772 0.7123 0.7454 0.7764 0.8051 0.8315 0.8554 0.8770 0.8962 0.9131 0.9279 0.9406 0.9515 0.9608 0.9686 0.9750 0.9803 0.9846 0.9881 0.9909 0.9931 0.9948 0.9961 0.9971 0.9979 0.9985 0.9989 0.9992 0.9994 0.9996 0.9997 0.9998 0.9999 0.9999 0.9999 1.0000 1.0000 .07 0.5279 0.5675 0.6064 0.6443 0.6808 0.7157 0.7486 0.7794 0.8078 0.8340 0.8577 0.8790 0.8980 0.9147 0.9292 0.9418 0.9525 0.9616 0.9693 0.9756 0.9808 0.9850 0.9884 0.9911 0.9932 0.9949 0.9962 0.9972 0.9979 0.9985 0.9989 0.9992 0.9995 0.9996 0.9997 0.9998 0.9999 0.9999 0.9999 1.0000 1.0000 .OR 0.5319 0.5714 0.6103 0.6480 0.6844 0.7190 0.7517 0.7823 0.8106 0.8365 0.8599 0.8810 0.8997 0.9162 0.9306 0.9429 0.9535 0.9625 0.9699 0.9761 0.9812 0.9854 0.9887 0.9913 0.9934 0.9951 0.9963 0.9973 0.9980 0.9986 0.9990 0.9993 0.9995 0.9996 0.9997 0.9998 0.9999 0.9999 0.9999 1.0000 1.0000 .09 0.5359 0.5753 0.6141 0.6517 0.6879 0.7224 0.7549 0.7852 0.8133 0.8389 0.8621 0.8830 0.9015 0.9177 0.9319 0.9441 0.9545 0.9633 0.9706 0.9767 0.9817 0.9857 0.9890 0.9916 0.9936 0.9952 0.9964 0.9974 0.9981 0.9986 0.9990 0.9993 0.9995 0.9997 0.9998 0.9998 0.9999 0.9999 0.9999 1.0000 1.0000 2. On March 1st a commodity's spot price was $72 and its August futures price was $68. A company entered into futures contracts on March 1st to hedge its purchase of the commodity on July 1st using the August futures contract. It closes out its position on July 1st. What is the effective price (after taking account of hedging) paid by the company if on July 1st (i) the spot price is $75 and the August futures price is $72.30 and (ii) the spot price is $64 and the August futures price is $61.80? a. (0) $70.70 and (ii) $67.80 b. (0) $72.30 and (ii) $67.80 C. (0) $72.30 and (ii) $70.20 d. () $70.70 and (ii) $70.20 e. None of the above

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