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Underlying investment philosophy and portfolio strategy

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Reference no: EM133003859

Required: This case study requires the preparation of an investment portfolio proposal document to he provided to the client, which should include the following information: I A brief and informative summary of the current investment environment, both in Australia and internationally and linking 1with the client's requirements, and identi?cation of any lcey economic or ?nancial indicators or events impacting on the near-term investment environment I Presentation of the underlying investment philosophy and portfolio strategy proposed for the client, including consistency of alignment with the indicated requirements of the client. Explanation and justi?cation for this strategy, individually or relative to alternatives, should he provided, which could include hacktesting or other quantitative and qualitative analysis.

Reference no: EM133003859

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