Jane smith’s investment decision finance analysis case

 

1. Given the limited information provided in the case, assume that you are Jane Smith, and complete the Sample Investor Questionnaire. Using the results of the questionnaire, describe the investor profile and asset allocation that are appropriate for Jane. Which asset mix proposal is most consistent with the results of the questionnaire? 

2. Using information provided in the case, the results of your questionnaire, the additional readings provided for this assignment, and the chapter 1 reading, develop an Investment Policy Statement for Jane Smith. 

3. Calculate the projected total return for portfolio “A”. Show your calculation. Critique the appropriateness for Smith’s portfolio of the asset mix in “A”. Explain three reasons as to why portfolio “A” may be appropriate or inappropriate. 

 

Which portfolio(s), “B” through “E”, meet Smith’s return and risk objectives? Which portfolio mix (“B” through “E”) would you recommend? Explain at least three reasons as to why you would recommend this portfolio. 

5. Construct a strategic asset allocation policy for the portfolio you recommended. Using information provided in the case, the additional readings provided for this assignment, and the chapter 9 reading, explain at least three factors that you would need to consider when developing a strategic asset allocation policy. A sample strategic asset allocation policy is provided below. 

Question file in the first one called investment decision

case material in the second one called EXTERNALCP

there are a total of 5 question

grading rubric in the third

no copy and plagiarism, it is not an article writing