Portfolio Optimization with Excel Solver | Bank Investment Example (Educational Only)

Описание: In this video, we solve a portfolio optimization problem using Excel’s Solver. A portfolio manager must allocate $10 million across different securities (municipal, corporate, and government bonds) to maximize after-tax returns, while meeting policy restrictions on municipal bond limits, average quality rating, and average maturity.

⚠️ Important Disclaimer:
This video is for educational purposes only.
It is NOT financial advice, investment advice, or trading advice.
Investing involves significant risks, including the possible loss of principal.

The example shown here is a classroom-style optimization exercise in operations research and decision science — not a recommendation to buy or sell any security.