BAC5014, Investment Markets And Principles Report Writing - Marketing Assignment Help

Assignment Task

Introduction - evaluate the concept of portfolio management and its features.

Define your client’s financial goals (must include at least two short-term and two long-term goals) with return objectives. Also create a complete risk profile of your client. Ascertain the future value of each of these financial goals based on realistic assumptions of inflation.

Explain the importance of each asset class in a portfolio and their risk and return features. Decide and explain the reason why you selected the asset
mix for your client.

Based on the asset-mix selected above and with realistic assumptions of returns, growth of income etc construct a financial plan that you think will best
help the client meet their financial goals. Show your assumptions, workings and explain the same in words. Suggest how frequently the financial plan should be reviewed and the aspects you will consider during this process.

Evaluation and conclusion

 Learning Outcomes:

This assessment assesses the following learning outcomes:

• Evaluate the main principles governing how to construct an investment portfolio; 

• Understand the risks and returns of cash, debt investments, equities and property

• Evaluate the portfolio construction process and asset allocation;

• Understand the risks and returns from alternative investments and derivatives

• Understand how to assess investment portfolio performance and investment management service.

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