Assignment

Private case analysis questions and requirements:

1. Answer the following questions after you read the case:

a. Discuss the source of Jackson's wealth and determine the personality matrix. Providejustifications.

b. Discuss (using narrative statement) return objective for the Jackson portfolio; and then calculate the return objective.

c. Evaluate Jackson's risk objective, including both willingness and ability to take risk. Justify with at least two reasons.

d. Discuss five constraints for the Jackson portfolio. Justify each constraint with at least two reasons.

2. Requirements:

a. Do this individually or as a team (if work as a team, the maximum team member is 5).

b. On the cover page, clearly write down your name or your team members' names.

c. Consider this as a "reflection report", which means you need to provide detailed and ?comprehensive discussions.

d. You must type using WORD; no handwriting is allowed.

e. No requirement on the minimum words or pages; but you need to clearly answer my ?questions and meet my requirements.

Attachment:- Case.rar