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Assignment on ethical investment

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Reference no: EM133048026

Assignment:

Ethical Investment

You are a financial planner. A client - who invests only in Australian equities - comes to you and says: "I don't want my money to be used to contribute to climate change" and asks you to design a portfolio.

Question 1: List 3 questions you would ask this client to help you design an optimal portfolio for them.

Question 2: Describe some of the implications potentially relevant screens may have on this client's portfolio.

Reference no: EM133048026

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