Investment Management Assignment, Operation Management

Prepare an in-depth 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 three 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 (including an assessment of how each asset class affects the portfolio). The report structure should include an executive summary; an introduction; a client profile setting outbr your client’s investment goals, constraints, and risk tolerance; risk and return analyses for each of the asset class components of the portfolio; portfolio risk and return forecasts (including an end of period wealth forecast); and a detailed implementation plan. The report will not normally be less than 25 pages nor more than 40 pages, including all exhibits.

Posted Date: 7/5/2012 6:59:01 AM | Location : United States







Related Discussions:- Investment Management Assignment, Assignment Help, Ask Question on Investment Management Assignment, Get Answer, Expert's Help, Investment Management Assignment Discussions

Write discussion on Investment Management Assignment
Your posts are moderated
Related Questions
Governance mechanisms are considered to be effective if they meet the needs of all stakeholders, including shareholders. Governance mechanisms are also an important way to ensure t

What do you understand by “line balancing”? What happens if balance doesn’t exist?..

The historical development of operation management.

Product management offers a host of dilemmas and challenges to marketers. What products will give us a competitive advantage? Are the new products we are considering in keeping wit

Compare and contrast Lincoln Electric and Southwest Airlines with regard to the following • Views of management regarding union representatives of their workers. •

Ashish  keeps  his  inventory in special containers. Each  container occupies 10  sq fit of  store space. Only  5000 sq ft  of the storage space is available. The  annual demand fo

What are the major operational functions in the organisation? Main operational functions in the organisation are as follows: • Marketing and sales for example, identifying w

Write a 200- to 350- word short-answer response to the following: • Identify and describe three limitations of the relational model and recommend strategies to overcome these li

In a project, executive and boss are working together. The executive can be sincere  or insincere, and the Boss can either reward or penalize. The executive gets no advantage for b

An online retailer of a single product has four major markets in the four "corners" (North-East, South-East, North-West and South-West) of a country. Assume that daily demand in ea