Portfolio Proposal: Financial Considerations

1. Evaluate potential gains and losses under best- and worst-case scenarios for each instrument recommended; using data to
2. support your claims include charts, graphs, and tables to show this information.
3. Discuss implications associated with accurately and ethically representing gains and losses and explain how you plan to mitigate
4. potential ethical risks.

IV. Portfolio Proposal: Ethical and Professional Standards

a. Discuss which elements of the CFA Institute's Code and Standards specifically should be considered in relation to the

instruments recommended in the context of the portfolio objectives.