The team must choose a client's profile(please choose any profile), define an adequate investment strategy, and select the assets they would invest to start with. -the potential customer profile specifications, 

-the portfolio objectives -the investment policies (strategic allocation) 

-The choice and justification of a benchmark 

-a trial portfolio based on the team investment guidelines 

-a brief evaluation on each of the equity securities selected 

At this initial phase, you are to limit the number of equity securities purchases to five only.