Portfolio Investment Strategy - Investment brief for wealthy private customer


Seminar Paper, 2006

20 Pages, Grade: A


Excerpt

Content

Tables

Abbreviations

1. Terms of Reference
1.1. Underlying Assumptions

2. Asset Categories
2.1. Equities
2.2. Bonds
2.3. Property
2.4. Cash

3. 3. Risk and Return
3.1. Risk and Return Trade-off
3.2. Personal Risk Tolerance
3.3. Risk Adjustment, Measurement and Analysis

4. Portfolio Management Techniques
4.1 Active Management Approach
4.1.1 Technical Analysis
4.1.2 Fundamental Analysis
4.2 Passive Management Approach
4.3 Explanatory Statement of our Choice

5. Investment Recommendation
5.1. Asset Allocation
5.2. Expected Returns
5.3. Hedging Tools
5.4. Behavioural Approach

6. Compendium

7. Bibliography
7.1. Additional Reading
7.2. Reference List

Tables

Table 1: Mr. Gorham’s Investment Background

Table 2: Asset Categories in Comparison (fluctuation displayed)

Table 3: Finding the appropriate Investment

Table 4: Comparison of Management Approaches

Table 5: Compendium of Returns on Investment

Abbreviations

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1. Terms of Reference

This investment recommendation is made due to your recent request to provide you, Mr. Gorham an optimal investment strategy.

1.1. Underlying Assumptions

The report and its tailor made advice on a certain investment strategy are based on your personal evaluation and backgrounds, provided during our meeting in March 2006.

Table 1: Mr. Gorham’s Investment Background

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2. Asset Categories

Regarding capital appreciation as you major investment objective, your portfolio will consist of an appropriate mix of securitized assets. To achieve maximal capital appreciation due to your medium-risk tolerance level it is necessary to analyze the different asset categories used, to maintain risk-reward comparisons. During the allocation of the portfolio’s asset categories, a compromise is needed to between maximum return and risk avoidance.

Table 2: Asset Categories in Comparison (fluctuation displayed)

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Source: PIS Handout and own research

2.1. Equities

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[...]

Excerpt out of 20 pages

Details

Title
Portfolio Investment Strategy - Investment brief for wealthy private customer
College
Anglia Ruskin University
Course
Portfolio Investment Strategy
Grade
A
Author
Year
2006
Pages
20
Catalog Number
V57357
ISBN (eBook)
9783638518499
File size
415 KB
Language
English
Notes
The Assignment pretends to be an investment brief. So it includes a list of investment possibilities, risk/return analysis and a recommendation.
Tags
Portfolio, Investment, Strategy, Investment, Portfolio, Investment, Strategy
Quote paper
Honours Bachelor of Arts Business Management Jonas Schirm (Author), 2006, Portfolio Investment Strategy - Investment brief for wealthy private customer, Munich, GRIN Verlag, https://www.grin.com/document/57357

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