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Q8. Three different portfolios exist, each with a different asset mix. One is low risk, one is medium risk, one is high risk. Create a
Q8. Three different portfolios exist, each with a different asset mix. One is low risk, one is medium risk, one is high risk. Create a lifestyle profile for an investor likely suitable to each - this "lifestyle profile" should describe demographic and psychographic details about a hypothetical client. Explain why each investor is suitable to their respective asset mix, and provide at least 3 potential objectives and 3 constrains for each. The profile, explanation, and objectives/constraints must be supported by content from the course/text. High Cash, High FI, Low Equity, (low risk) Low Cash, Balanced Fl & Equity (Medium Risk) Shot on OnePlus . By Dev Orepius. High Equity, Low FI, No Cash (High Risk) Q3b. Assume that you are a financial advisor you are about to have your first meeting with a new client. You will be applying the Portfolio Management Process and will be providing a the client with a schedule outlining when (time of year), where (on your own, with client/meeting), and what you/they will experience (activities/documents/meetings etc) throughout the Portfolio Management Process over the next 1 year time frame. Be sure that your schedule is specific and written appropriately for client facing document. Q3a. List and explain each of the step of the Portfolio Management Process. Q3b. Assume that you are a financial advisor you are about to have your first meeting with a new client. You will be applying the Portfolio Management Process and will be providing a the client with a schedule outlining when (time of year), where on your own, with client/meeting), and what you/they will experience (activities/documents/meetings etc) throughout the Portfolio Management Process over the next 1 year time frame. Be sure that your schedule is specific and written appropriately for client facing document
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