You are the Managing Director of BlackRock Inc. Asset Management team. You were in charge of a $5M fund pool. Your clients were pleased with the performance of their portfolios last time that they have decided to increase your fund pool from $5M to $20M. Given that BlackRock is the largest asset management firm based on its $9T AUM (as of 31 March 2021 based on advratings), your clients have put significant trust in your ability to manage their portfolios. They have instructed you to diversify their assets beyond global equities into other financial assets. Specifically, they want to see their portfolios of 10 assets comprising of global equities and other financial assets of your own choosing. Furthermore, due to the scale of the investment, your clients have asked you to construct a ‘pitchbook’ and present this more formally and professionally to them as your ‘written proposals’. Use the Bloomberg terminal (or other similar databases) to select and gather data for these assets. The following conditions apply:

1. Your clients indicated that you are to invest all of the $20M fund in these assets and provide recommendations for the next 12 months. You can assume to use the same 12 month period as in the previous assessment.

Answer rating: 100% (QA)

The Fund seeks to achieve its objective by investing in equities and equityrelated securities of companies involved in the agricultural sector The Fund will normally invest at least 80 of its net asse... View the full answer