Internal Code: TV671
Case Study:
As the well-known stockbroking company, we focus on providing the high-quality of investment components for the client in order to make him or her have pleased capital growth in the future with his or her managed funds. It is known that the new client has the total $2,000,000 managed funds with high level of risk tolerance for us to have comprehensive investment components in international and Australian market. We are glad to provide the effective investment practices for the client under overall investment components including equity share investment, LICs, ETFs, cash and futures contract in relative to providing high-pleased capital returns through the investment. It is real that this report will evaluate the largest 100 listed companies in Australian securities exchange and amounts of famous LICs&ETFs in order to make effective investment portfolio.
Questions:
- A summary of the global, economic and industry environments relevant to the equity market sector generally and the proposed investment strategy and the recommended investment portfolio structure specifically, if relevant, during the investment period.
- An overall summary of the investment portfolio outcome for the approximate three-month period from July 10th 2017 to October 6th 2017. This should include determination of the value of each individual portfolio component as at October 6th 2017 and, from this, the overall value of the portfolio as at October 6th 2017. The overall portfolio outcome should be presented in table, or similar interpretable, format as part of the summary analysis.
- Identification and discussion of the investment components which were significant contributors to, or detractors from, variation in the portfolio value and portfolio performance over the 3-month period, and any specific explanations for the movement in these components.
- A quantitative review of the performance of the investment portfolio using recognised portfolio performance measures, as well as performance comparison to index or other benchmarks.
- Recommendations for any future modifications to the portfolio structure or individual investment components within the portfolio, with appropriate justification provided.
Required:
This case study report is due to be submitted to the client in preparation for their review meeting by 6.00pm on Monday 30th October 2017, via the FIN3CSF LMS site. This case study contributes 15% to the overall final assessment in the FIN3CSF subject.
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