Ask Question, Ask an Expert

+1-415-315-9853

info@mywordsolution.com

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.

Referencing:

Use the Harvard referencing! See

http://en.wikipedia.org/wiki/Harvard_referencing

Homework Help/Study Tips, Others

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

Have any Question? 


Related Questions in Homework Help/Study Tips

Assignmenttopic technology has changed greatly over time

Assignment Topic: Technology has changed greatly over time. It has also greatly changed since the 1980's. Some of the changes have been for the better and some have been for the worse. One way it has changed for the bett ...

Healthcare reform is a timely highly debated issue the part

Healthcare reform is a timely, highly debated issue. The part of the Affordable Care Act (ACA) that identifies employer responsibilities in relation to care intends to provide individuals with better control over how the ...

Prepare for a presentation on redo logs and archivingnote-

Prepare for a presentation on "redo logs and archiving". Note: - You must include the contents of this presentation slides in the assignment document file you upload ip Moodle. - You may prepare 12-15 slides for the pres ...

Anthropology2pages anthropology essayfollow below

Anthropology 2PAGES ANTHROPOLOGY ESSAY FOLLOW BELOW INSTRUCTIONS PLEASE What is the "Out of Africa" hypothesis? What is the evidence for and against it? You have to use all the key for this research KEY POINTS FOR ESSAY ...

Genetically modified foodsall required websites are

Genetically Modified Foods All required websites are highlighted in red "Genetic Manipulation". Licensed under Public domain via Wikimedia Commons - http://commons.wikimedia.org/wiki/File:Genetic_Manipulation.png#mediavi ...

Discussion board question management and supervision in

Discussion Board Question Management and Supervision in Criminal Justice The opposite of empowerment is micromanagement. Describe what it feels like to be micromanaged. How do you react to being micromanaged? What can yo ...

Research the internet and locate at least one real-life

Research the Internet and locate at least one real-life example of each of the following: Prosecutorial misconduct Ineffective assistance by criminal defense counsel Judicial misconduct Select and complete one of the fol ...

Aassignmentfor this assignment you are asked to prepare a

Aassignment For this assignment, you are asked to prepare a PowerPoint presentation to include a detailed description for ONE of the following topics: 1. Describe the Sun's evolutionary track from birth to death. 2. What ...

Question 1 describe the professional standards and training

Question 1: Describe the professional standards and training within the field of corrections.  Within your explanation, include the roles of the different standard setting organizations. Your response should be at least ...

After reading the articles and watching the videos please

After reading the articles and watching the videos please write a 250-300 words well-argued opinion paper on the Edward Snowden issue. Should he be condemned as an individual for his actions? Should the US government be ...

  • 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

WalMart Identification of theory and critical discussion

Drawing on the prescribed text and/or relevant academic literature, produce a paper which discusses the nature of group

Section onea in an atwood machine suppose two objects of

SECTION ONE (a) In an Atwood Machine, suppose two objects of unequal mass are hung vertically over a frictionless

Part 1you work in hr for a company that operates a factory

Part 1: You work in HR for a company that operates a factory manufacturing fiberglass. There are several hundred empl

Details on advanced accounting paperthis paper is intended

DETAILS ON ADVANCED ACCOUNTING PAPER This paper is intended for students to apply the theoretical knowledge around ac

Create a provider database and related reports and queries

Create a provider database and related reports and queries to capture contact information for potential PC component pro