Accounting Accounting, Finance, SPSS Coursework Paper (Coursework Sample)

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Professor’s name:
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Medical Center



Recommended Asset Allocation for the Building Replacement Fund


Rebalancing of Investment Portfolio as of December 1, 2019












Balance on

Current

Future Desired

Re-balanced  

Investment Description

10/31/19

Allocation %

Allocation

Amounts  

Cash and Cash Equivalents

$             11,000,000

9.2%

4.0%

44000

Fixed Income - Domestic Bonds

$             40,000,000

33.3%

30.0%

12000000

Fixed Income - International Bonds ?

$             12,000,000

10.0%

10.0%

1200000

Equities - Large Cap Value

$             26,000,000

21.7%

22.0%

5720000

Equities - Large Cap Growth

$             13,000,000

10.8%

21.0%

2730000

Equities - Mid/Small Cap Value

$               8,000,000

6.7%

4.0%

320000

Equities - Mid/Small Cap Growth

$             10,000,000

8.3%

4.0%

400000

Equities - International

$                           -  

0.0%

5.0%

0

Total

$             210,000,000

100.0%

100.0%

22414000

Question two.
The organization can use dynamic asset groups and static asset groups. A static asset group contains assets that meet a set of criteria that you define according to your organization’s needs. Unlike with a dynamic asset group, the list of assets in a static group does not change unless you alter it manually.
Static asset groups provide useful time-frozen views of your environment that you can use for reference or comparison. For example, you may find it helpful to create a static asset group of Windows servers and create a report to capture all of their vulnerabilities. Then, after applying patches and running a scan for patch verification, you can create a baseline report to compare weaknesses on those same assets before and after the scan.
A dynamic asset group contains scanned assets that meet a specific set of search criteria. You define these criteria with asset search flit an active asset group allows you to track changes to your live asset inventory and secur