help me to do this assignment, please. It's a presentation

So you interview a person you can made up someone ask them about personal information such as age, name, relationship, income to make investment policy statement, and asset allocation

what their plan invest in high return high risk or opposite....

Can you do base on this information: Man 38 years old, income $450,000 owner of chain fast food restaurant in Australia, has 3 kid, the purpose maybe expand business or ....

Can you please done it asap please

GROUP\tPRESENTATION\tBRIEF Subject\tCode\tand\tTitle FINA2003:\tInvestment\tand\tPortfolio\tManagement Assessment Group\tPresentation,\t2016\t-\tModule\t1 Individual/Group Group Length 15\tminutes Learning\tOutcomes 1. Able\tto\tpresent\tin\ta\tprofessional,\tconcise\tand effective\tmanner\takin\tto\ta\tworkplace\tenvironment when\taddressing\ta\tpotential\tclient. 2. An\tunderstanding\tof\tthe\trisk/return\ttradeoff\tand that\tinvestors\thave\tdifferent\tlevels\tof\trisk tolerance. 3. A\tbasic\tknowledge\tof\tdifferent\ttypes\tof institutional\tinvestors\tand\tthe\tobjectives\tand constraints\tthey\tface. 4. Students\tshould\tbe\table\tto\tcompare\tand\tcontrast major\ttypes\tof\tinvestment\tpolicies,\tincluding\tthe difference\tbetween\tpassive\tand\tactive\tstrategies. Submission Presenting\tFriday\t22nd\tJuly,\tWeek\t7\t(first\thour\tof\tthe class) Weighting 15% Total\tMarks 30\tmarks Format/Expectations: A\tgroup\tpresentation\tbased\ton\tan\tInvestment\tPolicy\tStatement\t(IPS)\tand\tAsset\tAllocation\t(AA) scenario\tis\tto\tbe\tmade\tin\tWeek\t7\tat\tthe\tcommencement\tof\tthe\tscheduled\tclass. As\tpart\tof\tthis process\tstudents\tare\texpected\tto\tbe\table\tto\tarticulate\tand\tcommunicate\ta\tbroad\trange\tof\tknowledge and\tskills\trelevant\tto\tthe\tgeneral\tand\tspecific\tcontent\tincluded\tin\tModule\t1. Completion\tand\tSubmission: The\tpresentations\tare\tto\tbe\tcompleted\tin\ta\tgroup. The\tclass\twill\tform\tinto\ttwo\tgroups. Students\twill be\trequired\tto\tform\ttheir\town\tgroups. All\tmaterials\trelevant\tto\tthe\tpresentation,\tsuch\tas\tpower\tpoint\tslides\tand\ta\tsingle\tpage\thandout\tare to\tbe\tsubmitted\tdirectly\tto\tthe\tLecturer\tin\thard\tcopy\tformat\tprior\tto\tcommencing\tthe\tpresentation. Group\tPresentation,\t2016\t-\tModule\t1 Page\t1\tof\t3 Structure: Once\tyour\tgroup\thas\tbeen\tformed,\tyou\tare\trequired\tto\tprepare\ta\tlist\tof\tquestions\tdesigned\tto\tgather as\tmuch\tinformation\tfrom\ta\tpotential\tinvestment\tclient. At\tthe\tcommencement\tof\tclass\tin\tWeek\t5,\teach\tgroup\twill\tenter\ta\tpotential\tclient\tmeeting\twhereby you\twill\tneed\tto\tgather\tas\tmuch\tinformation\tfrom\tthe\tclient\tas\tpossible.\tIt\tthe\tresponsibility\tof\tthe group\tto\tgather\tthis\tinformation,\tas\tvery\tlittle\tinformation\twill\tbe\tvoluntarily\tgiven\tby\tthe\tclient. Using\tthe\tinformation\tobtained\tin\tthe\tpotential\tclient\tmeeting,\tgroups\tare\trequired\tto\tcreate\tan appropriate\tIPS\tand\tAA. It\tis\texpected\tgroups\tuse\texternal\tresources\tto\tcome\tup\twith\tan\tappropriate\tAA\tensuring\tit\taligns with\tthe\tcriteria\tdefined\tin\tthe\tIPS.\tAll\tthis\tinformation\tis\tthen\tcollated\tand\tshould\tbe\tused\tin\tthe presentation\twith\tthe\taim\tto\tconvince\tthe\tclient\tto\tinvest\tgiven\tyour\trecommendations. At\tthe\tcommencement\tof\tthe\tgroup\tpresentation,\tthe\tpresenting\tgroup\tis\tto\tprovide\ta\tsingle\tpage, single\tsided\thandout\tto\tthe\tattending\tclass\tmembers\t(preparing\t8-10\tcopies\tshould\tbe\tsufficient) that\tincludes\tthe\tfollowing\tinformation: Name\tand\tStudent\tID\tof\tall\tgroup\tmembers Principal\theadings/points\tused\tin\tpresentation\tand\tgroup\tmember\tname\tallocated\tto particular\ttopics\tof\tdiscussion;\tfurther\tconsolidating\tthe\tfocus\tfor\tthe\tsubsequent\tdiscussion by\tgroup\tmembers Any\tfurther\tinformation\tthat\tthe\tpresenting\tgroup\tdeems\tto\tbe\tuseful\tto\tbe\tprovided\tto\tthe audience\tin\tcapturing\tthe\tessential\tfactors\tsought\tto\tbe\tconveyed\tby\tthe\tpresenting\tgroup A\tlist\tof\tthe\tprincipal\treferences\t(other\tthan\tthe\ttextbook,\tlecture\tslides\tetc.)\tused\tby\tthe presenting\tgroup\tin\tthe\tpreparation\tof\tthe\tpresentation\t(if\tany) It\tis\texpected\tthat\tthe\tsingle\tpage\thandout\tdoes\tnot\tsimply\treplicate\tthe\tdetails\tincluded\tin\tthe power\tpoint\tslides\t/\toverheads. For\tthe\tgroup\tpresentations,\ta\tgroup\tmember\tshould\tbe\tappointed\tto\tintroduce\tthe\tgroup\tmembers to\tthe\taudience\tand\toutline\tthe\tstructure\tof\tthe\tpresentation\t(for\texample;\tto\tconvey\twhich\tgroup members\twill\tdiscuss\twhich\tparticular\tissues\tand/or\tthe\tformat\tof\tthe\tpresentation. Note\tthe\tfollowing\trestrictions\tin\trelation\tto\tthe\tgroup\tpresentations: Maximum\tnumber\tof\tpower\tpoint\tslides/overhead\ttransparencies\tto\tbe\tused\tis\t6\t(this\tdoes not\tinclude\tthe\ttitle\tpage\tand\treferences) All\tgroup\tmembers\tmust\tspeak\tin\tthe\tpresentation Group\tPresentation,\t2016\t-\tModule\t1 Page\t2\tof\t3 Location,\tdate\tand\tduration: The\tpotential\tclient\tmeeting\twill\tbe\theld\ton\tFriday,\tWeek\t5\tat\tthe\tcommencement\tof\tthe\tclass.\tEach group\twill\tenter\tthe\tmeeting\tseparately,\tand\twill\thave\ta\tmaximum\tof\t15\tminutes\twith\tthe\tclient.\tUse this\ttime\tefficiently\tas\tit\tis\tthe\tonly\tface-to-face\tcontact\tgroups\twill\thave\twith\tthe\tclient. The\tpresentations\tare\tto\tbe\tmade\ton\tFriday,\tWeek\t7\tat\tthe\tcommencement\tof\tthe\tclass.\tStudents will\tneed\tto\tbe\torganised\tin\ttheir\tgroup\tand\tready\tto\tdeliver\ttheir\tpresentation\tat\tthe\tappropriate time. The\tgroup\tpresentation\tshould\tbe\tfor\ta\tduration\tof\tno\tlonger\tthan\t15\tminutes. Presentations of\tlonger\tthan\t15\tminutes\twill\tonly\tbe\teligible\tfor\ta\tmaximum\tmark\tequal\tto\t75%\tof\tthe\ttotal available\tmarks\tfor\tthe\tgroup\tpresentation. At\tthe\tconclusion\tof\teach\tgroup\tpresentation,\tthe\tpresenting\tgroup\tis\trequired\tto\tanswer\tstudent queries\tand\tany\tquestions\tasked\tby\tthe\tLecturer\tin\trelation\tto\ttheir\tpresentation. This\ttime allocation\tfor\tresponding\tto\tquestions\tis\tin\taddition\tto\tthe\tspecified\tpresentation\ttime. It\twould\tbe expected\tthat\tthe\ttime\trequired\tfor\tresponding\tto\tend-of-presentation\tqueries/questions\twould\tbe approximately\t5\tminutes. Marking\tSummary: The\tpresentation\twill\tbe\tgraded\tout\tof\t30\tmarks,\twith\ta\tweighting\tof\t15%\tfor\tthe\toverall\tcourse. Below\tis\ta\tguide\tto\tthe\tcontent\tbeing\tassessed\tand\tthe\tmarks\tallocated\tfor\teach\tsection. Presentation\tContent\t(10\tmarks) o Introduction o Summary o Accuracy o Cover\tall\tpoints o Focus\ton\tkey\tpoints o Evidence\tof\tresearch Presentation\tDelivery\t(10\tmarks) o Appearance o Voice o Eye\tcontact o Visual\taids o Style o Professionalism Handout\t(5\tmarks) o Usefulness o Adds\tvalue\tto\tpresentation o Formatting o Professionalism o References Q&A\tResponses\t(5\tmarks) o Completeness o Adds\tvalue\tto\tpresentation o Involve\tall\tgroup\tmembers o Professionalism Group\tPresentation,\t2016\t-\tModule\t1 Page\t3\tof\t3 Running Head: Investment Policy Statement (IPS)and Asset Allocation(AA) Martinez Juan, Individual Investor, age 55 years Portfolio: fast food owner shop in Australia State: Australia Tax ID : Y67Y-S657 Current Assets: $500,000 Return Goal : 6% I. Purpose The purpose of this Martinez Juan Investment Policy Statement (IPS) is to establish perfect guidelines for the investable asset portfolio of the fast food owner shop in Australia. This document shall apply to the Investment Committees as well as all Investment Managers hired to assist with the management of the shop Portfolio. II. Investment Objectives & Constraints The objectives of the Portfolio are herein listed below, in order of priority: The Portfolio is subject to the following constraints: Liquidity The fast-food shop must maintain sufficient liquidity thresholds through the choice of investment drivers, asset allocation, and also business insurance provisions to be able to meet funding obligations in the event of a decline in cash inflows over cash outflows. Therefore, liquidity needs are minimal undergoing Investment Policy Statement (IPS)and Asset Allocation(AA) conditions, but are high in unanticipated, significant events surrounding a distressing situation. Time Horizon The shop's portfolio has a long time horizon, since its purpose is to support the progressive, perpetual operations. Portfolios are in any case not subject to taxes under the existing laws. Unique Circumstances Because Juan Martinez organization is a fast food shop in Australia with a geographically identical membership, it prime objective is to be neutral with regard to investment styles and geographic regions, and thus primarily aligns itself to a passive investment style where possible from the major standpoint of security selection. The choice of an investment manager will be subject to availability of popularly suitable passive products, costs and service. And since the food shop has no dedicated investment staff, ease of implementation shall be a criterion for adopting an all time investment strategy by selecting a manager. III. Description of Responsibilities The Audit and Risk Manager He is responsible for overseeing all the invested assets and the investment allocation process of the within the business. The Audit and Risk manager rely on external investment service providers for the progressive management and oversight of portfolios. The staff working under him will have the ongoing responsibility for implementing the portfolios as set forth in the policy statement. Investment Policy Statement (IPS)and Asset Allocation(AA) Review Schedule The Australian food shop will be evaluated on quarterly terms by the risk manager and at least annually by the external auditors. The Audit review, in part, will determine if the targeted reserves and allocations remain appropriate given the business setting. The risk manager will meet with the risk committee at least quarterly. Minutes of the meeting will be regularly availed for periodic review where a formal presentation will occur annually. The Investment Manager The investment manager will be responsible for implementing the portfolios according to the following provisions: Cash balances shall be evaluated on quarterly basis and invested in available to policies when deemed appropriate, The portfolios will be reviewed and rebalanced as needed, Annual performance of the mutual funds shall be reviewed relative to their quarterly benchmarks. IV. Fiduciary Duty In seeking to achieve the investment objectives set in the IPS, the Prudent Investor Rule shall exclusively apply, which states that Investment Committee is tasked with the duty to invest and manage the Portfolios as a prudent investor would. This is described below: 1. The exercise of reasonable care, skill, and caution that is applied to investments not in isolation but in the context of the Portfolio and Investment Policy Statement (IPS)and Asset Allocation(AA) as part of an Overall investment strategy, which should incorporate risk and return objectives reasonably suited to the Portfolio. 2. In making and implementing investment decisions, the Investment Committee has a duty to diversify the Portfolio unless, under the circumstances, it is prudent not to do so 3. Furthermore, the Investment Committee must: a. Align to fundamental fiduciary roles of loyalty and impartiality b. Perform with prudence in making decisions as to whether and how to delegate authority during the selection and supervision of junior staff. c. Incur only the costs that are realistic in amount and appropriate to the management of allocated Portfolios. The Prudent Investor Terms is based on the following five principles: 1. Sound diversification of investments is fundamental to risk mitigation and is ordinarily required of the Investment Committee. 2. Risk and returns are so directly related that the manager has a duty to analyze and make noteworthy decisions concerning the level of risk appropriateness to the purpose and distribution provisions. 3. The Investment manager has a duty to avoid unnecessary fees, transaction costs, or other expenses that are unjustified by needs and objectives of the Portfolio. 4. The fiduciary role of impartiality requires the balancing of the elements of return existing between production of income and protection of purchasing power. Investment Policy Statement (IPS)and Asset Allocation(AA) 5. The Investment manager may have a duty authority to delegate as prudent investors would. IV. Conflicts of Interest Any individual or administrator involved in the management of the Portfolio should strictly adhere to the following guidelines concerning conflicts of interest: V. Investment Philosophy At the core of the investment policy statement is a set of popular investment beliefs that are the underpinnings of all the shop's investment policies. Endowment funds are by default perpetual funds. This Juan food shop can afford to take a long-term view in establishing investment policy. Considering the long-term nature of the endowment funds, the Foundation will maintain a bias towards equity investments, which have subsequently produced higher long-term returns. VII. Asset Allocation Guidelines The Portfolio's asset and allocation strategy, including all other permissible asset classes and applicable guidelines, are described below. 1. Strategic Asset Allocation: Long-term assets allocation basing on expected returns, volatility, and a client's unique risk tolerance and investment objectives. It is herein expected that changes in a client's risk tolerance or investment objectives shall be the primary driver of the changes to the Strategic Assets Allocation. Investment Consultant shall recommend changes to the Strategic Assets Allocation as part of the wider annual review of the IPS. Investment Policy Statement (IPS)and Asset Allocation(AA) 2. Tactical Asset Allocations: This is a tool of active management that establishes short-term assets allocation in order to take maximum advantage of valuation discrepancies in all other specific asset classes. The objective of this periodical bias is to produce incremental returns that are on top of those of the already diversified portfolios. Changes in the Tactical Assets Allocation are infrequent and also disciplined, based on a concept that continuous and severe shifts in and out of the asset classes introducing a market timing plan, which heightens inefficiencies and market risks. 3. Asset Class Constraints: This is the weighting of each asset class within +/- X percent of the Strategic Assets Allocation target. This constraint shall serve as a trigger to rebalance the portfolios, as well as the constraints within which tactical shifts to other portfolio must remain. 4. Rebalancing: This shall take place if weighting of any asset classes is outside of the given Asset Class Constraint, or at least annually. The wider rebalancing of the portfolio ought to bring the weightings of each asset classes listed above back with its Strategic Assets Allocation targets, unless there is a tactical change within a given asset class, for which the rebalancing may bring the weighting back. Trading costs shall also be considered prior to the rebalancing of the entire portfolio. VIII. Monitoring Portfolio Investments and Performance (a) The food outlet's Consultant shall prepare a biannual performance report, which shall include the Portfolio's performance, assets allocation, and profit compliance with all the applicable guidelines well defined in the IPS. The Investment Policy Statement (IPS)and Asset Allocation(AA) Portfolios and individual managers shall then be measured basing on the appropriate benchmarks, as hereunder defined. Market Benchmark 1. Asset and Class-Specific Benchmark (b) Performance of the Portfolios and individual Investment Managers, shall be quantified against the appropriate benchmarks over rolling three- and five-year periods, measured on quarterly terms. (c) The portfolio shall also be reviewed at least every quarterly to ensure that all the managers remain in strict compliance with all the applicable guidelines defined in the terms of IPS. IX. Investment Manager Watch List Any client, upon recommendation by the Investment Consultant, may evidently place an Investment Manager on its Watch List. IPS Review. Any of the following factors shall trigger an immediate review of the IPS: (i) A change in the shop's Investment Objectives. (ii) In the event of any changes to the shop's Investment Objectives, the IPS terms should be reviewed son annual basis