Recommended_2020_Portfolio_Asset_Allocation

Compared to direct transactions between ultimate fund users and providers, fee-charging, profit-oriented financial institutions provide the benefit of _____. I. reducing the search costs and improving matching between fund users and providers II. transforming the size, duration, risk and liquidity of assets to better serve the needs of fund users and providers III. providing information-related products and services to fund users and providers Group of answer choices a. I b. I and II c. I and III d. I, II and III

Give Answer in bellow formate with explanation  Option a: This option is correct or incorrect because Option b: This option is correct or incorrect because Option c: This option is correct or incorrect because Option d: This option is correct or incorrect because

question 20 choose the correct answer from the choices

Urmilaben

I need guidance with this financial accounting problem using the right financial principles.

I need help solving this general accounting question with the proper methodology.

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Problem 6-09 As chief investment officer of a small endowment fund, you are considering expanding the fund's strategic asset allocation from just common stock (CS) and fixed-income (FI) to include private real estate partnerships (PR) as well: Current Allocation: 70 percent of Asset CS, 30 percent of Asset FI Proposed Allocation: 60 percent of Asset CS, 20 percent of Asset FI, 20 percent of Asset PR You also consider the following historical data for the three risky asset classes (CS, FI, and PR) and the risk-free rate (RFR) over a recent investment period: ry: Asset Class E(R) CS FI PR CS 8.3% 14.0% 1.0 FI 5.5 7.7 0.3 1.0 PR RFR 7.5 2.7 12.2 0.5 0.1 1.0 You have already determined that the expected return and standard deviation for the Current Allocation are: E(Rcurrent) = 7.46 percent and current = 10.722 percent. a. Calculate the expected return for the Proposed Allocation. Round your answer to two decimal places. % b. Calculate the standard deviation for the Proposed Allocation. Do…

Help & Save is a private not-for-profit entity that operates in Kansas. Swim For Safety is a private not-for- profit entity that operates in Missouri. The leaders of these two organizations have decided to combine forces on January 1, 2020, in order to have a bigger impact from their work. They are currently discussing ways by which this combination can be created. The following are statements of financial position for both charities at that date. HELP & SAVE Statement of Financial Position January 1, 2020 Assets Cash $1,800,000 110,000 400,000 800,000 $3,110,000 Contributions receivable (net) Investments Buildings & equipment (net) Total assets Liabilities Accounts payable and accrued liabilities Notes payable Total liabilities $210,000 1,200,000 $1,410,000 Net Assets $1,300,000 400,000 $1,700,000 $3,110,000 Net assets without donor restrictions Net assets with donor restrictions Total net assets Total liabilities and net assets SWIM FOR SAFETY Statement of Financial Position January…

What determines the treatment of research grants from private foundations? a. Record as revenue when received b. Recognize based on time periods c. Defer until project completion d. Match expenses with grant conditions MCQ

PRINCIPLE OF HEALTHCARE FINANCE

The following information pertains to interest received by Beech Public University from endowment fund investments for the year ended June 30, 2018:   Received Expended forCurrent Operations Unrestricted . . . . . . . . . Restricted . . . . . . . . $300,000 500,000 $100,000 75,000 What amount should be credited to Endowment Income for the year ended June 30, 2018?a. $800,000b. $375,000c. $175,000d. $100,000

Current Attempt in Progress Your answer is partially correct. Crane College pooled the individual investments of three of its funds on December 31, 2024. The recorded value and the fair market value of the investments on December 31, 2024, are presented here: Loan fund Quasi-endowment fund Life income fund Total Recorded Value $114,750 118,850 142,400 $376,000 Fair Value $97.750 Account Titles and Explanation Loan Fund 136,850 156,400 $391.000 During 2025, the investment pool earned dividends of $10.700 and interest of $19.200 and distributed cash in these amounts to the respective funds. Realized gains on transactions of the investment pool amounted to $15.000 and were reinvested in securities held in the pool. Prepare the journal entries that are necessary in the records of each of the funds to account for the earnings of the investment pool during 2025. (Credit account titles are automatically indented when the amount is entered. Do not indent manually. If no entry is required,…

QUESTION 8 Match the following options - Debt Services - Permanent Fund - Current financial resources - Statement of net assets -Government-wide - Statement of net assets - Proprietary funds 1. Principal and interest payments on general long-term debt. 2. Gifts in which the principal must be invested and preserved but the investment earnings can be used for public purposes. 3. Modified Accrual Accounting 4. Economic Resources 5. Accrual Accounting

As chief investment officer of a small endowment fund, you are considering expanding the fund's strategic asset allocation from just common stock (CS) and fixed-income (FI) to include private real estate partnerships (PR) as well: Current Allocation: 60 percent of Asset CS, 40 percent of Asset FI Proposed Allocation: 50 percent of Asset CS, 30 percent of Asset FI, 20 percent of Asset PR You also consider the following historical data for the three risky asset classes (CS, FI, and PR) and the risk-free rate (RFR) over a recent investment period: rij: Asset Class E(R) CS σ CS FI PR 8.2% 17.0% 1.0 FI 5.6 7.6 0.3 1.0 PR RFR 6.9 3.5 12.5 0.6 0.2 1.0 - You have already determined that the expected return and standard deviation for the Current Allocation are: E(Rcurrent) = 7.16 percent and current = 11.484 percent. a. Calculate the expected return for the Proposed Allocation. Round your answer to two decimal places. % b. Calculate the standard deviation for the Proposed Allocation. Do not…

The organization earns and unrealized gain on its permanent endowment.  Is this change in net assets with or without donor restrictions?

Help & Save is a private not-for-profit entity that operates in Kansas. Swim For Safety is a private not-for- profit entity that operates in Missouri. The leaders of these two organizations have decided to combine forces on January 1, 2020, in order to have a bigger impact from their work. They are currently discussing ways by which this combination can be created. The following are statements of financial position for both charities at that date. HELP & SAVE Statement of Financial Position January 1, 2020 Assets Cash $1,800,000 110,000 400,000 800,000 $3,110,000 Contributions receivable (net) Investments Buildings & equipment (net) Total assets Liabilities Accounts payable and accrued liabilities Notes payable Total liabilities $210,000 1,200,000 $1,410,000 Net Assets $1,300,000 400,000 $1,700,000 $3,110,000 Net assets without donor restrictions Net assets with donor restrictions Total net assets Total liabilities and net assets SWIM FOR SAFETY Statement of Financial Position January…

The Watson Foundation, a private not-for-profit entity, starts 2020 with cash of $100,000, contributions receivable (net) of $200,000, investments of $300,000, and land, buildings, and equipment (net) of $200,000. Net assets without donor restrictions were reported as $400,000, the same figure as the net assets with donor restrictions. Of the restricted net assets, $300,000 was purpose restricted whereas the other $100,000 had to be held permanently, although the subsequently earned income is without restriction. Fifty percent of the purpose restricted net assets had to be used to help pay for a new building. The remainder was restricted to the payment of officer salaries. Donors made no stipulations about the eventual reporting of buildings and other long-lived assets when acquired. Watson has one program service (health care) and two supporting services (fundraising and administrative). During the current year, Watson Foundation has the following transactions. 1. Computed interest of…

Required information [The following information applies to the questions displayed below.] The Kare Counseling Center was incorporated as a not-for-profit organization 10 years ago. Its adjusted trial balance as of June 30, 2023, follows. Cash Pledges Receivable-Without Donor Restrictions Estimated Uncollectible Pledges Inventory Investments Furniture and Equipment Accumulated Depreciation-Furniture and Equipment Accounts Payable Net Assets Without Donor Restrictions Net Assets With Donor Restrictions-Programs Net Assets With Donor Restrictions-Permanent Endowment Contributions-Without Donor Restrictions Contributions-With Donor Restrictions-Programs Investment Income-Without Donor Restrictions Net Assets Released from Restrictions-With Donor Restrictions Net Assets Released from Restrictions-Without Donor Restrictions Salaries and Fringe Benefit Expense Occupancy and Utility Expense Supplies Expense Printing and Publishing Expense Telephone and Postage Expense Unrealized Gain on…

Considering the importance of financial record keeping, which financial documents do you need keep, file and report?  Which method is best for creating and organizing them in a timely and accurate way?  Why are these documents so important for your grant writing, foundation proposals, and other funding events?  How do these documents enhance credibility and reputation with potential funding sources?