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Question 1 (25 marks) Assuming below table is extracted from Bloomberg and reflects the actual treasury yields of U.S. Government bills/bonds in U.S. today. In

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Question 1 (25 marks) Assuming below table is extracted from Bloomberg and reflects the actual treasury yields of U.S. Government bills/bonds in U.S. today. In your own words, please write down (of not more than 600 words) how you, as a wealth manager, would advise a potential customer/investor Miss C. Lee, who is in her 40 's and a successful executive working in a multinational corporation in Malaysia with some spare cash to invest for her retirement plan, to invest in a bond portfolio consisting of the below bills/bonds. You will need to help Miss C. Lee construct a bond portfolio including the percentage of funds to invest for each proposed U.S. Government bill(s)/bond(s) in the portfolio and their justifications relating to potential risks and potential returns of this portfolio. Marks of your answers will be marked based on: 1) Relevance of answers to the case given. [5 marks] 2) Logical developed argument of your proposed recommendation. [5 marks] 3) Originality and creativity of analysis behind every justification provided. [10 marks] 4) Overall presentation including word limit, clarity of writings and grammars. [5 marks] Question 1 (25 marks) Assuming below table is extracted from Bloomberg and reflects the actual treasury yields of U.S. Government bills/bonds in U.S. today. In your own words, please write down (of not more than 600 words) how you, as a wealth manager, would advise a potential customer/investor Miss C. Lee, who is in her 40 's and a successful executive working in a multinational corporation in Malaysia with some spare cash to invest for her retirement plan, to invest in a bond portfolio consisting of the below bills/bonds. You will need to help Miss C. Lee construct a bond portfolio including the percentage of funds to invest for each proposed U.S. Government bill(s)/bond(s) in the portfolio and their justifications relating to potential risks and potential returns of this portfolio. Marks of your answers will be marked based on: 1) Relevance of answers to the case given. [5 marks] 2) Logical developed argument of your proposed recommendation. [5 marks] 3) Originality and creativity of analysis behind every justification provided. [10 marks] 4) Overall presentation including word limit, clarity of writings and grammars. [5 marks]

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