Create an investment portfolio with an initial value

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Reference no: EM132402586

Assignment

Students working in groups will create an investment portfolio with an initial value of £1.0m that best meets the requirements and preferences of the HNW couple.

-Use your discretion to rank the couple's needs and explain your assumptions and reasoning.

Groups will write a report describing the portfolio: the report should resemble an investment prospectus.

The report's content will describe and explain the following:

-Client's (short & long term) requirements and preferences using a logical system;

-Portfolio objectives & Investment strategy, e.g. active, passive, etc.

-General risks that may affect the performance of the portfolio

-Portfolio composition and qualitative and quantitative reasons for composition, e.g. asset class and security characteristics

-Selection and/or construction of an appropriate benchmark

-Portfolio's historical performance, both absolute and relative to the benchmark

-Predicted future returns

-Reasons to expect future performance to remain the same or improve; and,

-Risks that future performance may be poorer.

Management, transaction, and administration fees will not be considered.

However, Spelling, Grammar, Clarity & Report layout will be taken into account.

Reference no: EM132402586

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