You have been employed as the Chief Financial Planner (CFP) for Safer Investment Corporation. You replace the former CFP as it was found he has not been generating the desired return on investments for the company and his investors. You are managing a Retirement Fund and an Endowment Fund. Investors are looking to earn above-average returns on their investments. These investors have no insurance coverage and have not started to do any estate planning. The age distributions for the investors are as follows:

Your salary is a combination of basic salary + commission. The commission is based on whether the company and investors achieve the desired return. The salary structure fits your profile as you have built up a reputation as being an aggressive financial advisor who seeks to make everyone happy at all costs.
1. How will you construct this portfolio and why? Be practical and make use of the information that is available in your local market to gain insights on stocks, bonds, money foreign exchange market, etc. Assume a Caribbean country of your choice. What is the advantage and disadvantages of investing the funds in the selected Caribbean country? Conduct a comprehensive analysis, (20 marks)

2. Conduct and critical analysis of this compensation policy to include any ethical considerations. Develop a new policy framework for the company. What recommendation will you make? (10 marks) Make use of scholarly articles

3. Make several product proposals to the investors based on the scenario provided. Why have you recommended the product(s)? (10 marks) Make use of scholarly articles
Media Headlines

Please note that the following media release is solely for educational purposes and are designed for responding to the assignments throughout the semester.
1. It is likely that the Federal Reserves will increase rates at a much faster rate in 2019.
2. The basketball sports industry in Barbados will receive a special tax break in 2019
3. All tax types are likely to experience some decrease.
4. Safer Investment Corporation profits continue to soar despite major cash flow problems.
 

Transcribed Image Text:

800 600 400 200 0 Bar Chart Showing the Age Distribution of Investors 28-30 31-50 51-65 65+ 28-30 31-50 51-65 65+ 800 600 400 200 0 Bar Chart Showing the Age Distribution of Investors 28-30 31-50 51-65 65+ 28-30 31-50 51-65 65+

Answer rating: 100% (QA)

Safer Investment Corporation is a company that is looking to earn aboveaverage returns on their investments The company has a retirement fund and an e... View the full answer