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

Assignment discussion assignmentthe discussion assignment

Assignment: Discussion Assignment The discussion assignment provides a forum for discussing relevant topics for this week based on the course competencies covered. For this assignment, make sure you post your initial res ...

Discuss the factors involved in food production by hominids

Discuss the factors involved in food production by hominids. Include information relating to settled agriculture, domestication of vegetative and animal forms, and pastoralism. Explain how pyramids were constructed and f ...

1 use the case study and enterprise architecture diagrams

1. Use the case study and enterprise architecture diagrams to identify five or more risks which require a financial investment. Financial investments should be categorized as: people investments, process investments, and ...

Discussion provider-patient confidentiality with school-age

Discussion: Provider-Patient Confidentiality with School-Age Children and Adolescents When treating pediatric patients in clinical settings, you also treat patients' families. With younger patients, this tends to be a se ...

Public health paper and model apa socio-eclogical

PUBLIC HEALTH PAPER AND MODEL APA SOCIO-ECLOGICAL MODEL Ecosocial theory provides health professionals with an opportunity to understand why populations react biologically to a social condition. It is these interactions ...

There is no right or wrong answer for this ethical question

There is no right or wrong answer for this ethical question; however, you will need to discuss an ethical consideration or dilemma of the APRN. Please remember what is correct for one person may not be correct for anothe ...

Write a 1050- to 1400-word paper that addresses the

Write a 1,050- to 1,400-word paper that addresses the following: How do the counselors help clients become aware of their own expression of cultural identity? Provide some examples. What are some multicultural issues aff ...

Collective bargaininglocate an article describing a

Collective Bargaining Locate an article describing a collective bargaining situation that has arisen within the past two years. This article should be from a newspaper, an academic journal, or a credible online news sour ...

1 introductionas a third year student of the bachelors

1. INTRODUCTION As a third year student of the Bachelors Degree programme, you are required to undertake a major individual piece of work- the research project or dissertation. The project is often a key indicator of stu ...

Assignment product and distribution there are 2 parts to

Assignment: Product and Distribution There are 2 parts to this Assignment: Part 1 concerns New Product Development at GaGa's: New products have a purpose in the marketplace, which is to maintain growth and profitability ...

  • 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

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

Describe what you learned about the impact of economic

Describe what you learned about the impact of economic, social, and demographic trends affecting the US labor environmen