The team must choose a client's profile(please choose any profile), define an adequate investment strategy, and select
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The team must choose a client's profile(please choose any profile), define an adequate investment strategy, and select the assets they would invest to start with. -the potential customer profile specifications,
-the portfolio objectives -the investment policies (strategic allocation)
-The choice and justification of a benchmark
-a trial portfolio based on the team investment guidelines
-a brief evaluation on each of the equity securities selected
At this initial phase, you are to limit the number of equity securities purchases to five only.
Related Book For
Fundamentals of corporate finance
ISBN: 978-0470876442
2nd Edition
Authors: Robert Parrino, David S. Kidwell, Thomas W. Bates
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