Assuming below table is extracted from Bloomberg and reflects the actual treasury yields of U.S. Government bills/bonds in U.S. today. In your own words, please write down (of not more than 600 words) how you, as a wealth manager, would advise a potential customer/investor Miss C. Lee, who is in her 40's and a successful executive working in a multinational corporation in Malaysia with some spare cash to invest for her retirement plan, to invest in a bond portfolio consisting of the below bills/bonds. Bloomberg Overview Indices U.S. U.K. Germany Japan Treasury Yields NAME COUPON PRICE YIELD 1 MONTH 1 YEAR GB3 GOV 3 Month 000 006 0.06% - 150 000 008 00896 -3 GB6.GOV 6 Month GB12 GOV 12 Month 000 010 010% 013 99.54 016% - 145 0.25 9941 0.37% -2 -125 GT2.GOV 2 Year GTS.GOV 5 Year GT10.GOV 10 Year 0.88 10048 0.82 +0 -95 163 10253 1524 -12 -71 GT30:GOV 30 Year You will need to help Miss C. Lee construct a bond portfolio including the percentage of funds to invest for each proposed U.S. Government bill(s)/bond(s) in the portfolio and their justifications relating to potential risks and potential returns of this portfolio. Marks of your answers will be marked based on: 1) Relevance of answers to the case given. [5 marks] 2) Logical developed argument of your proposed recommendation. [5 marks] 3) Originality and creativity of analysis behind every justification provided. [10 marks] 4) Overall presentation including word limit, clarity of writings and grammars. (5 marks] Assuming below table is extracted from Bloomberg and reflects the actual treasury yields of U.S. Government bills/bonds in U.S. today. In your own words, please write down (of not more than 600 words) how you, as a wealth manager, would advise a potential customer/investor Miss C. Lee, who is in her 40's and a successful executive working in a multinational corporation in Malaysia with some spare cash to invest for her retirement plan, to invest in a bond portfolio consisting of the below bills/bonds. Bloomberg Overview Indices U.S. U.K. Germany Japan Treasury Yields NAME COUPON PRICE YIELD 1 MONTH 1 YEAR GB3 GOV 3 Month 000 006 0.06% - 150 000 008 00896 -3 GB6.GOV 6 Month GB12 GOV 12 Month 000 010 010% 013 99.54 016% - 145 0.25 9941 0.37% -2 -125 GT2.GOV 2 Year GTS.GOV 5 Year GT10.GOV 10 Year 0.88 10048 0.82 +0 -95 163 10253 1524 -12 -71 GT30:GOV 30 Year You will need to help Miss C. Lee construct a bond portfolio including the percentage of funds to invest for each proposed U.S. Government bill(s)/bond(s) in the portfolio and their justifications relating to potential risks and potential returns of this portfolio. Marks of your answers will be marked based on: 1) Relevance of answers to the case given. [5 marks] 2) Logical developed argument of your proposed recommendation. [5 marks] 3) Originality and creativity of analysis behind every justification provided. [10 marks] 4) Overall presentation including word limit, clarity of writings and grammars. (5 marks]
