Ask Question, Ask an Expert


Ask Homework Help/Study Tips Expert

Topic: Your topic is ‘PORTFOLIO CONSTRUCTION: Goals, Asset Allocation and Security Selection’.

You have newly been appointed Investment Manager for a major Australian Superannuation and Pension Fund. The Fund has grown to $A 200,000,000 in investible funds and the Trustees expect that the Fund will persist to grow steadily for years to come. Most of the members are in their working years or Accumulation phase; however the Trustees expect starting to pay account-based retirement pensions in a few years time.

The Fund has two parts:

a) A Conservative or Capital Stable part for risk-averse or low-risk profile investors-around 40% of the members.

b) A Balanced part for moderate risk-takers who are made to take computed (however not high) risks in the quest for above average returns – the remaining 60 percent of members.

You have been requested to propose:

a) A set of investment goals for each of the two parts of the Fund,

b) A strategic long-term percentage asset allocation mix for each of the two parts of the Fund, and

c) A portfolio of three preferred stocks or securities for each of asset classes nominated.

The given choices of asset classes are available and three stocks or securities must be nominated for each, even if you encompass a zero asset allocation to that asset class.

  • Australian money market securities (or ‘Cash’)
  • Australian fixed interest
  • Australian shares or equities
  • Australian property trusts (or real estate investment trusts)
  • International fixed interest
  • International shares
  • International property

It is necessary that you describe fully the rationale or reasons for:

a) Your chosen goals for each section [(a) and (b)] of the Fund;

b) Your nominated asset allocation mix for each and every Fund part

c) Your chosen stocks or security selection for each and every asset class.

You must follow the given typing conventions:

  • Times New Roman font (at minimum, 12 pitch)       
  • 1.5 line spacing
  • Top, bottom, left and right margins to be at least 2.5 cms from the edge of the page; and
  • A4 paper.


Use the Harvard referencing! See

Homework Help/Study Tips, Others

  • Category:- Homework Help/Study Tips
  • Reference No.:- M99711

Have any Question? 

Related Questions in Homework Help/Study Tips

Question 1 nurses in advanced practice roles need to be

Question 1. Nurses in advanced practice roles need to be familiar with current health policy and strategies to contribute to policy development. Describe a policy issue for your selected role specialization. Synthesize k ...

Assignment 1 discussion questionrespond to the question

Assignment 1: Discussion Question Respond to the question using the lessons and vocabulary found in the readings. Support your answers with examples and research. Your responses should clarify your understanding of the t ...

Project-the marketing manager of a large supermarket chain

Project- The marketing manager of a large supermarket chain faced the business problem of determining the effect on the sales of specialty pet food of shelf space and whether the product was placed at the front (= 1) or ...

Written assignment - country focusfor this weeks written

Written Assignment - Country Focus For this week's written assignment, select an emerging market, such as Russia, China, India, Vietnam, countries in Eastern Europe, etc.. The text discusses the market environment, polit ...

Select two of the following theoretical approaches

Select two of the following theoretical approaches: psychodynamic, humanistic and existential, dispositional, or learning. Obtain faculty approval of your selection. Write a 1,400- to 1,750-word paper in which you compar ...

Response to dqthe oslle office for state and local law

Response to DQ The (OSLLE), Office for State and Local Law Enforcement, was influenced by the DHS, and actually provides the Department of Homeland Security with the primary coordination, support with liaison, and advoca ...

Assignmentmusic and movementdirections unless otherwise

Assignment Music and Movement Directions: Unless otherwise stated, answer in complete sentences, and be sure to use correct English, spelling, and grammar. Sources must be cited in APA format. Your response should be fou ...

Emergency management case study southern california

Emergency Management Case Study: Southern California Firestorms 2003 Case Study Instructions Discuss and assess the ...

How might the idea of redemption play out specifically in

How might the idea of redemption play out specifically in counseling? Have you any examples of such you wish to share?

1 healthcare professionals often work rotating shifts why

1. Healthcare professionals often work rotating shifts. Why is this problematic? What can be done to deal with potential problems? 2. Have you (or someone you know) ever experienced significant periods of sleep deprivati ...

  • 4,153,160 Questions Asked
  • 13,132 Experts
  • 2,558,936 Questions Answered

Ask Experts for help!!

Looking for Assignment Help?

Start excelling in your Courses, Get help with Assignment

Write us your full requirement for evaluation and you will receive response within 20 minutes turnaround time.

Ask Now Help with Problems, Get a Best Answer

A cola-dispensing machine is set to dispense 9 ounces of

A cola-dispensing machine is set to dispense 9 ounces of cola per cup, with a standard deviation of 1.0 ounce. The manuf

What is marketingbullwhat is marketing think back to your

What is Marketing? • "What is marketing"? Think back to your impressions before you started this class versus how you

Question -your client david smith runs a small it

QUESTION - Your client, David Smith runs a small IT consulting business specialising in computer software and techno

Inspection of a random sample of 22 aircraft showed that 15

Inspection of a random sample of 22 aircraft showed that 15 needed repairs to fix a wiring problem that might compromise

Effective hrmquestionhow can an effective hrm system help

Effective HRM Question How can an effective HRM system help facilitate the achievement of an organization's strate