Question
1. Select the type of client for whom your team will build an investment portfolio. You can choose between a) Ultra High Net Worth (UHNW)
1. Select the type of client for whom your team will build an investment portfolio. You can choose between a) Ultra High Net Worth (UHNW) Individual who is heading and investing his family's wealth via a FAMILY OFFICE b) An Insurance Company that invests in order to meet its contractual responsibilities towards insureds/policy owners c) A Bank that invests the deposits of its clients d) An aspiring Private Equity Fund that has a solid 5 years track record of investments for UHNW investors which is aspiring to attract institutional client money (i.e. Pension Funds, Endownments, Insurance and Mutual Funds) and become a recognized marquee name in Investment Management.
2. Each investor/client has available $1.0 Billion to be invested over an investment period of 2 years starting from January 2022. They also have secured liquidity committments (short-term credit lines) of $$1.0 Billion at an average cost of 0.5% flat rate on the committed line and 2% on any drawn-down amount. Rates are annual rates.
3. Your client portfolio should consist of allocation to a) Bonds (of all types) b) Stocks ( Single names, (Indices and ETFs) c) Commodities (Physical, i.e. with physical delivery using Futures Contrscts, Delivery and Storage and through ETFs) d) Real Assets (i.e Infrastructure Projects such as Ports, Bridges, Real Estate, Farm Land, Timber, Art Collections, Intellectual Property-Royalties, Pattents, Jewelry, etc) e) Other or Alternative Investments (Hedge Funds, Venture Investments in Startups, You can name it) Your portfolio is not required to have exposure to all of the asset classes above. The only requirement is to have exposure into at least TWO of the asset classes listed above.
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