Investment management assignmentprepare a report

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Investment Management Assignment

Prepare a report recommending the appropriate investment of AUD$3 million for a five year investment period for a particular investment client. The investment portfolio is to contain at least 3 asset classes (equity, debt, and at least one other asset class). The report should use publicly available information to set out the risk and return characteristics of each asset class and the portfolio (adding an assessment of how each asset class affects the portfolio). The report structure should include an executive summary; an introduction; a client profile setting out your client's investment goals, constraints, and risk tolerance; risk and return analyses for each of the asset class elements of the portfolio; portfolio risk and return forecasts (including an end of period wealth forecast); and a detailed implementation plan.

Reference no: EM13347678

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