Question: Hello, I have a finance assignment that is based on investment and portfolio management. Am new to this subject, so looking to get some quality

 Hello,I have a finance assignment that is based on investment and

Hello,

I have a finance assignment that is based on investment and portfolio management. Am new to this subject, so looking to get some quality help from a tutor experienced in investment/portfolio management.

Please see my attachment for the details of my assignment, thank-you for your time.

portfolio management. Am new to this subject, so looking to get some

Class Assignment Purpose Develop experience in designing both actively managed and passively managed investment portfolios Procedure First, pick a \"client.\" This could be you, or your company if you are working. Second, develop an Investment Policy Statement (IPS) for your client (see information in Chapter 22 of the textbook - Essentials of Investments 9 th Edition). The IPS should address your clients' time horizon, return objectives, and risk tolerance. Third, develop a passively managed portfolio for your client. This portfolio should include the set of investment classes to be considered, the target asset allocation, identification of specific investment vehicles to implement the allocation, and discussion of a re-balancing strategy, if any. Finally, develop a strategy for achieving extraordinary return (that is, return greater than market) through an active strategy. Describe the types of special information or skill that you propose using to implement the strategy. Deliverables Written Report: The report should clearly describe your strategies and the rationale behind them

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Finance Questions!