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Mr Cass has asked you to design for him a USD-based, strategic, multi-asset investment portfolio. You should build this strategy using the principles that lie

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Mr Cass has asked you to design for him a USD-based, strategic, multi-asset investment portfolio. You should build this strategy using the principles that lie behind Asset Allocation 1.0. To help you, you have been provided with a range of asset class data in the tab entitled "Asset class data for MVA" in the spreadsheet "Data for MVA analysis". Finally, you can also learn about Mr Cass's risk preferences in the document - "Mr Cass.pdf Once you have constructed the strategic portfolio for Mr Cass you must then submit a report explaining and justifying all of the inputs, assumptions and choices that you made in arriving at the recommended asset allocation, an analysis of the strategy's performance and a clear justification for why the strategy is appropriate for Mr Cass. Please also submit the spreadsheet that you used to arrive at the recommendation, making sure that it is presented clearly. To complete this assessment you have been provided with the following resources: (i) A pdf document containing the financial details and aspirations of Mr John Cass, as well as the results of a risk profiling questionnaire that Mr Cass recently completed. (Mr Cass.pdf) (ii) A spreadsheet with a range of US macroeconomic and financial market information. (Data for MVA analysis.xlex). All data re in USD

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