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

Paraphrase in 4 hourswhat business or organization was the

Paraphrase in 4 hours What business or organization was the target of the attack? Most car thieves who were reported to be stealing one model of the car, which was fitted with the best car security systems, targeted the ...

Discussion questionplease respond to the following

Discussion question Please respond to the following discussion "Want to attract qualified workers?": Use the Internet to explore the website of one company that has an online application process. Next, critique the onlin ...

Watch one news program of depth such as washington week in

Watch one news program of depth such as; "Washington Week in Review", the "Lehrer Report", "Meet the Press", "This Week", "Face the Nation" etc... a. Outline the amount of time spent on factually examining new health car ...

Shared activitychoosing data collection tools and

Shared Activity Choosing data collection tools and methods Methodology Quantitative research is generally associated with the positivist paradigm. It usually involves collecting and converting data into numerical form so ...

Personal worldview inventorydetailswrite an 800-1000 word

Personal Worldview Inventory Details: Write an 800-1,000 word essay on your personal worldview. Briefly discuss the various possible meanings of the term "spirituality," and your understanding of the concepts of pluralis ...

Discussion evaluationpart 1 is to evaluate the powerpoint

Discussion Evaluation Part 1 is to evaluate the powerpoint that has been attached and the Part 2 has been added below. Thank You.... Part 1..... Post your PowerPoint presentation from Week Four's assignment, "Leadership ...

Please include reference from passer m 052014 research

Please include reference from: Passer, M. (05/2014). Research Methods, 1st Edition. [VitalSource Bookshelf Online]. Retrieved from https://kaplan.vitalsource.com/#/books/9781464198991/ Original answer, No Plagerism Find ...

Can you identify any principles of justice which are being

Can you identify any principles of justice which are being or may be violated by participants in the fast-fashion industry? What principles are violated by the corporate decision-makers? By the employees? By the consumer ...

Directions select two 2 picture books from the list

Directions: Select two (2) picture books from the list provided below: One (1) from the Upper Elementary list and one (1) from the Lower Elementary list. Answer the following questions about each book. You will have two ...

Take on the role of a member of an organizations board of

Take on the role of a member of an organization's Board of Directors and critically examine the CEO profile from the biographic articles you created in Assignment 1. Then, post a brief summary of your article. Address th ...

  • 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