This investment recommendation is made due to your recent request to provide
you, Mr. Gorham an optimal investment strategy. 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. 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.
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
illustration not visible in this excerpt
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
illustration not visible in this excerpt
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)
illustration not visible in this excerpt
Source: PIS Handout and own research
2.1. Equities
illustration not visible in this excerpt
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Upload your own papers! Earn money and win an iPhone X.