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| October 5, 2019

“The investment process and Its Application to Young Families and to Retirees”

 

“You are required to;

– research and analyse in detail the various stages of the investment process, as outlined in chapter 1 of the text-book; and

– apply the investment process when, as an investment adviser, you are setting up and developing an ongoing review and management plan for two funds of $1.5 million each (both set up from inherited money), one fund for a 35 year old professional client with a spouse and two children and the other for a 65 year old retiree with a spouse and no plans to work again.

 

Your respective plans should take account of the financial goals of both clients, the asset allocation and selected investments, the expected income and growth potential of the selected funds and investments, and the risks associated with your recommendations.

 


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