finance assignment

Introduction:

The purpose of this assignment is to provide you with the opportunity to establish goals and develop investment plans for different types of investors.

Scope of Project:

-Canada

-10 year planning horizon

-five investment plans based on composite investor situations

Report Format:

The report should follow the following format:

Title Page

Table of Contents

Purpose of the Report

Content of Report

-Environmental Scan for investment horizon

-macro trends and possible impacts on economy and investments

-Regulatory Environment in Canada and in Ontario

-federal or provincial responsibility

-fiduciary duty to customer as with a doctor?

-professional licensing bodies

-titles: CFA, Investment Advisor, Financial Advisor, Dealing Representative, others

-accreditation and enforcement

-Assess range of possible investments

-develop human capital

-real property

-life and disability insurance

-bond and equity investments

-Develop Profile of Five Possible Investor Types (Know Your Client)

-describe profile of each type

-investment goals

-risk profile

-investment choices to achieve goals (detail to allocation by asset class)

-assess how to measure performance. Index, Inflation

-prepare an Investment Policy Statement (IPS)

Conclusion