BEAM031: Module Convenor: Claire Lavers - Case Study - Management Assignment Help

Assignment Task:

Task:

Assignment question
At the beginning of the module you were allocated fictional client(s). In the tutorials, over the course of the module, you will be asked to create an Investor Policy Statement and a portfolio of investment instruments for your client. Based upon the client you have been allocated, and in the context of the current economic environment and the Covid-19 pandemic, answer the following questions.

(a) Provide a 200 word summary of the Investor Policy Statement you have created for your client.

(b) Provide a table listing all of the investment instruments that you have chosen to include in the final portfolio for your client. Demonstrate that purchasing these investment instruments has not cost more than the total amount of money the client had available for investment.

(c) (i) Explain which equities you have chosen to include in your client(s) portfolio and explain why you have chosen to include these companies.

(ii) Detail each of the investment instruments, other than equities, that you have included in your clients portfolio. Explain why you have included them and how and why you think these investments are suitable for your client(s).

Hint: You will need to explain how the investments you have chosen meet the needs of the client outlined in the Investor Policy Statement.

(iii) What is the beta of your portfolio? Provide your calculations.

(iv) Explain the limitations of the portfolio you have created.

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