Question
You are the manager of an investment fund. Your job is to advise clients on what portfolio best suits their needs, given their characteristics. You
You are the manager of an investment fund. Your job is to advise clients on what portfolio best suits their needs, given their characteristics. You have four different client types.
I. The retired Donald, who at the age of 74, has finally retired and is looking to enjoy life.
II. A 22-year-old woman (Vanessa), who has just begun a long and hopefully successful career as an engineer.
III. A couple (Eddy and Cathy), both 41 years of age and have two young children. Both earn high incomes and wish to retire at the age of 60.
IV. 64-year-old Jerome, who is hoping to retire from his job at the money printer over the next 12 months. You can choose to offer any one of the following four portfolios to each of your clients.
You can choose to offer any one of the following four portfolios to each of your clients.
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