Topic: low risk - conservative

Groups will be required to submit a 4 page report (not including Cove Page) plus Appendix, as detailed below. This project requires groups to build and support the body of your written work using the course text resources, external sources, and other required information. This supporting information is to be collected and organized within the Appendix of this report. The Appendix is where you will draw from to justify and support your written portion.

Assignment is submitted by the deadline and in proper format

The assignment submission must all be original work

The instructions on each assignment are followed properly and completely

The entire assignment should clearly show that you have a strong understanding of the content, and are able to apply it appropriately and effectively

References are provided where applicable

Will be graded on content, accuracy, and clarity of communication

cover page section 1 (2 pages) (ips steps 1 4) two full pages (size 10-12 font, single spaced, no embedded images) create and introduce your client profile type and potential objectives and constraints according to ips step 1. use text/course resources as your guide in building the profile. introduce and discuss your ips design (step 2), and an appropriate portfolio allocation design (step 3) based on your client risk profile, and include your justification choosing this allocation. only 4 broad asset classes are to be included in your asset allocation: canadian equity, us equity, intl equity, fixed income. be sure to include the identification of appropriate benchmarks in your discussion (step 4) introduce and discuss your selected managed products (see appendix for more detail), and include your justification for selecting these specific products conclude with a discussion about the expected portfolio return over the holding period (ending on the due date) support your review with references from the text, product support documents, reputable websites, and information collected and analyzed in the appendix (see below for more detail) support your review with a minimum of 4 reputable sources (not including course text) support your review with a minimum of 4 references from the text section 2 (1 page) market review (ips step 5) one full pages (size 10-12 font, single spaced, no embedded images) provide a review of the each respective market according to your asset allocation (canadian equity, us equity, intl equity, fixed income) over the past 6 months (ending on the assignment due date). conclude with your projection on where you expect these markets to be over the next 6 months. support your review with published market statistics, articles and other information gathered and analyzed in your appendix (see below for more detail) support your review with a minimum of 2 reputable sources (not including course text) support your review with a minimum of 2 references from the text section 3 (1 page) review (ips step 6-7) one full pages (size 10-12 font, single spaced, no embedded images) discuss your portfolios actual performance over the holding period, along with the performance of each independent managed product compare portfolio results with actual benchmark portfolio results conclude by providing a rebalancing recommendation (step 7) support your review with information from your appendix (see below for more detail) support your review with a minimum of 2 reputable sources (not including course text) section 4 appendix your appendix will contain the following requirements, in addition to all supporting information required for the body of your assignment. include any images, graphs etc. that are referenced in the body of your report (use footnotes in your body) s1. portfolio allocation and product selection your instructor will provide you with a client risk profile to base your review on. draw upon the text to determine the appropriate allocation for your given risk profile. create a visual (pie chart) and numerical representation (table) of this allocation (assume a $100,000 client investment). select 3 mutual funds and 1 etf (all from canadian mutual fund / etf companies) to meet the requirements of your asset allocation these 4 products must be unique to your project (not held by another group) using analytical tools provided in your text as a guide, produce a table comparing each funds respective relevant statistics. within the table include the name of the respective benchmarks for each product chosen under the table, provide direct web links to each product and benchmarks specific page include (submit as separate files) each respective fund facts sheet, and at least 1 additional supplementary product support document from the fund/etf company. use this table to analyze, select, and justify your chosen investment products. include a summary paragraph justifying your choices. s2.market review - create a table that lists and compares your portfolio, each selected product and benchmarks weekly closing values. include the following value of your portfolio at end of each week (show calculations) closing nav for each respective product in your portfolio benchmark level for each respective product in your portfolio esg equity index using the techniques taught in the course, create technical analysis charts for the tsx and s&p500 for 6months, 1 year, 5 year, and 10 year periods, along with projected ranges over the next three months. s3. portfolio stats using the information available from your products published documents, respective websites, and reputable third party sites, create a table and provide fund statistics for each holding in your portfolio. use course resources as your guide determine which statistics to research and include. statistics should be sampled at the begging of the holding period and compared to the end of the holding period. include a brief discussion below your table on the progress of your holdings statistics. s3. review visually (pie chart), and numerically (table), compare your begging portfolio allocation with the ending allocation. include a table with meaningful data including portfolio weightings, product rates of return and portfolio rate of return. end notes section for your references