Portfolio Diversification Enigma Harvard Case Solution & Analysis

A product manager sat in his home office in January 2013, with one of the leading insurance companies in India, was pondering the strategy he had pursued for his personal investment portfolio during the last three years.
He was worried regarding the value of his investment because of gradually decreasing U.S. Federal Reserve’s Quantitative Easing Program, in result of the Global financial crisis of 2008, and the Indian general elections in May 2014.
He considered to diversify his entire equity portfolio by adding gold, so that he could gain higher risk-adjusted returns. Before moving forward, he used the secondary data of returns, standard deviations and correlations and tested the Sharp Ratio to compare the risk-adjusted returns of the diversified investment which consist of equity and gold. The author, Varun Dawar, has the affiliation with Institute of Management Technology, Ghaziabad.

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