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Excel-Based Portfolio Optimization Guide by Umang Shah is a document available to read on EtoBox.

What is Excel-Based Portfolio Optimization Guide about?

This document discusses using the Excel Solver function to implement modern portfolio theory and optimize investment portfolios. It presents a practical approach using a single-index model to determine the optimal asset allocation that maximizes returns while minimizing risk. The article uses TIAA-CREF mutual funds as an example and shows how investors can apply this process to efficiently optimize their own mutual fund portfolios.

Author

Umang Shah

Language

EN