Your boss asks you for assistance with a new client, an Italian company Incantieri, which manufactures cruise
Question:
Your boss asks you for assistance with a new client, an Italian company Incantieri, which manufactures cruise ships. Mr. Stork, Incantieri's manager and a U.S. citizen, would like to make portfolio investments all around the world. He is considering two options:
Using U.S. investment funds.
Making his own decisions about the structure of an investment portfolio.
Read the following article and answer the following questions:
11 best investments in 2020 https://www.bankrate.com/investing/best-investments/
1. Which type of investment funds would you suggest to Mr. Stork?
a) Discuss their pros and cons.
b) Provide an example of an existing fund whose services Mr. Stork could use and explain the reasons.
2. Set up an investment portfolio which includes securities (stocks, bonds, etc.) of at least four companies.
a) Provide examples of actual companies for Mr. Stork to invest in.
b) Explain the advantages and risks of the proposed portfolio.
Managerial Accounting Decision Making and Performance Management
ISBN: 978-0273764489
4th edition
Authors: Ray Proctor