Investment Policy Statement (20%)

Risk Tolerance Profile

Investment Style

Fundamental Analysis (30%)

Macroeconomic Analysis (GDP, Unemployment, Inflation and Interest)

Sector Analysis (Sector Indices)

Industry and Stock analysis

Stock Recommendation and Fund Allocation (30%)

Writing and Communication Skills (10%)

Knowledge and Analytical Skills (10%) Format:

Single space and 20 pages maximum as the body of content. Citation Style, APA or MLA Supplemental information can be included in the Appendix with unlimited pages