Reference no: EM133125383
INTL-702 International Banking and Finance - Centennial College
Introduction:
The purpose of this assignment is to provide you with the opportunity to establish goals and developinvestment plans for different types of investors.
Scope of Project:
-Canada
-10 year planning horizon
-five investment plans based on composite investor situations
Report Format:
The report should follow the following format:
Title Page
Table of Contents
Purpose of the Report
Content of Report
-Environmental Scan for investment horizon
-macro trends and possible impacts on economy and investments
-Regulatory Environment in Canada and in Ontario
-federal or provincial responsibility
-fiduciary duty to customer as with a doctor?
-professional licensing bodies
-titles: CFA, Investment Advisor, Financial Advisor, Dealing Representative, others
-accreditation and enforcement
-Assess range of possible investments
-develop human capital
-real property
-life and disability insurance
-bond and equity investments
-Develop Profile of Five Possible Investor Types (Know Your Client)
-describe profile of each type
-investment goals
-risk profile
-investment choices to achieve goals (detail to allocation by asset class)
-assess how to measure performance. Index, Inflation
-prepare an Investment Policy Statement (IPS)
Conclusion
Appendix
Bibliography and Citations
Report Considerations:
-In English to a Canadian reader
-all currency to be expressed in Canadian dollars (with the foreign currency in brackets)
-a professional, well-written 18-20 page report following APA standards
-at least 5 peer reviewed research articles and or articles from respected journals and magazines, periodicals published within the past 24 months.
Presentation Considerations:
-15-20 minutes
-Powerpoints and presentation are 10% of the final grade
-all team members play an active part
-powerpoints to be prepared and used in your presentation
-your presentation is to the senior management committee of a possible employer where you want to demonstrate your understanding of investment issues and the need for an investment plan.
-up to 1 gigabyte file can be uploaded to the mailbox. You likely will need to compress your file prior to uploading.
Action Required:
1. Submit Team Charter and Team Photo
2. Submit Completed Report and video presentation.
Attachment:- International Banking and Finance.rar