Recommend a purposed portfolio to an investment committee

Reference no: EM13731779

Recommend a purposed portfolio to an investment committee. The committee runs a foundation that has an asset base of $4,000,000. The foundation's dual mandates are to (a) preserve capital and (b) to fund $200,000 worth of scholarships for underpriviledged children across the Tidewater Region. The foundation has a third objective, which is to grow its asset base over time.
a. objectives: In this section, you should outline the objectives of this portfolio and illustrate your understanding of the objectives.
B. Proposed Investment Strategy: In this section, you should outline (a) the investment strategy, (b) proposed asset allocation, (c) portfolio construction guidelines, and (d) a sample portfolio.
c. Monitoring and Contol: In this section, you should discuss: (a) the risks associated with an investment in the portfolio, (b) processes to make changes in your portfolios 'Sector Allocation' and "Asset Allocation', and (c) how do you source ideas (i.e. bottom-up, top-down, or a mixed approach).
d. Final Pitch: In this section, make it clear why the investment committee should select your team to manage its foundation.
Requirements: (a) your paper should be six pages long, follow APA guidelines, and have 6 quality references.

Reference no: EM13731779

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