Answer Happy

The purpose of this assignment is to develop an investment
policy statement, including a recommended portfolio, for a
potential client. An overview of the client; A detailed explanation
of the investment policy statement, including the investment and
objectives for the portfolio based on the unique needs and
preferences of the client; A description of any investment
constraints, liquidity needs, and the client's time horizon –– be
sure to incorporate knowledge from the course that may include the
discussion of: expected standard deviation, risk/reward, downside
deviation, present/future value of investment, etc. Data presented
in the form of numbers, graphs, and charts -- utilize the Monte
Carlo illustration of outflows; A justification of each investment
recommendation you will make to the client; Justification for your
policy recommendations based on the principles of modern portfolio
theory; Core allocation percentage targets and ranges; Tactical
allocation percentage ranges