It has been argued that proper Portfolio Management is key to a successful financial strategy.

Assume that an investor has $4,000,000 surplus cash. They would like to invest all this money in a portfolio of investments; however, they are unsure of what instruments to invest in, and have sought your assistance.

create an efficient portfolio for this investor.

At a minimum the group's analysis should include:

Profile of the Investor

This profile should be detailed and contain all information necessary to assess the investors risk preference, maturity horizon and investment goals.

Economic Analysis

Basic overview of the Jamaican investment climate. Discuss factors that affect investment decisions such as risk-free returns, inflation, government policy etc.

Portfolio Recommendation

Given above, recommend an asset mix for the client and explain why this mix was suggested.

Asset Selection

> Suggest possible assets the investor should consider, and how much of the total should be invested in each asset.

Summary

Summarize the overall project.