Your role is a CFA-investment adviser. Your client has $5,000,000 as follows: Retirement $2.5M, 80% equity, 20% fixed in
Posted: Fri Jul 01, 2022 7:42 am
Your role is a CFA-investment adviser. Your client has$5,000,000 as follows: Retirement $2.5M, 80% equity, 20% fixedincome Non retirement $2.5M, asset allocation to be determined.Your return assumptions are: equity 10%, fixed income 4%, cash 0%.You will design a strategy using options, equity, fixed income, andcash. Your time horizon is 5 years. In the retirement account, hewill contribute $20,000/ year into equity. Your project will takeinto consideration taxes, margin requirements, volatility, riskmanagement among other considerations.
The report should be professional, have perfect Englishspelling, grammar, punctuation, spacing. It should have anExecutive Summary. The length is not to exceed 3 pages. It shouldbe 12 font, Times New Roman, single space. You should include allyour sources.
The report is from you, the CFA-investment adviser to yourclient.
The report should be professional, have perfect Englishspelling, grammar, punctuation, spacing. It should have anExecutive Summary. The length is not to exceed 3 pages. It shouldbe 12 font, Times New Roman, single space. You should include allyour sources.
The report is from you, the CFA-investment adviser to yourclient.