INTL702F2021 Investment Strategies

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

Question:

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)

Report Considerations:

-In English to a Canadian reader

-all currency to be expressed in Canadian dollars (with the foreign currency in brackets)

-a professional, well-written 18-20 page report following APA standards

-at least 5 peer reviewed research articles and or articles from respected journals and magazines, periodicals published within the past 24 months.

-your presentation is to the senior management committee of a possible employer where you want to demonstrate your understanding of investment issues and the need for an investment plan.