What should the investment opportunity set be

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Reference no: EM132724055

Homework - Sovereign Wealth Fund

I. Introduction and Objective of the Assignment

For this assignment, you will imagine that you are a wealth manager at a large bank. Your job is to construct an investment policy for a sovereign wealth fund and write a 2 to 3 pages executive summary of the policy.

II. Assignment Questions

As a wealth manager, you are given the challenge and opportunity to invest Hanakia's SWF of
$10b. When deciding about the investment, think strategically.

As you construct the policy, it is recommended that your executive summary incorporate the answers to following questions:

a) What should the investment opportunity set be? What are the constraints?
b) In what financial assets would you invest the money? Which one would maximize the long-term return? Be specific about the investments and elaborate (i.e., international equities, real estate, large cap & small cap equities, bonds, venture capital, private equity, commodities etc.). What are the advantages and disadvantages of your preferred investment?
c) In what markets would you invest? Would it be in Europe only, the US or globally? Would you invest in different industries?
d) What are the expected returns and risks? Which asset allocation makes the most sense, overall, in terms of returns, risks, and liquidity?
e) Does the role of a fiduciary differ across these mandates? Why or why not?

III. Steps for completing the assignment.

a) Read Sovereign Wealth Fund Investment Client Profile in M7 Assignments and Activities on Blackboard to learn about the SWF Hanakia.
b) Construct an investment plan (if you need to make assumptions/reference, do so and list the assumptions/reference in your executive summary).
c) Write a 2-3 page executive summary (points will be taken off for submissions that exceed 3 pages). Include your main analysis, calculations, and expected returns in your calculations. The structure of the executive summary may include the following contents:
• Introduction: Set Goals & Expectations
• Financial Status Analysis: Opportunities & Constraints
• Recommendation: Short-term & Long-term (Assets, Markets, Allocation)
• Conclusion

IV. Tips

a) Be creative. Invest the money wisely.
b) Feel free to make assumptions/reference; be sure to document your assumptions/sources in the written summary.
c) Be open and strategic.
d) Do not forget about potential risks, liabilities, and liquidity.
e) Keep in mind: maximize long-term returns while managing risks appropriately.
f) Consider including charts and graphs in your investment policy summary.

V. Assignment Requirements and Format

Please answer in 2-3 pages, double-spaced essay format, the questions given in this assignment.

Your submission must adhere to APA guidelines for formatting. Please see Course Documents in Blackboard for a link to the APA guidelines.

Please save your assignment with the name format illustrated below and upload your Word file in the submission link in Blackboard.

CourseNumber_LastName_FirstInitial_M7.

Your report should reflect excellence in content and presentation. It must be free of grammatical errors and clearly communicates your summary and opinions.

Attachment:- Sovereign Wealth Fund.rar

Reference no: EM132724055

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