As a professional financial advisor, it is your assignment to create and manage a long-term portfolio for a client. The client wants a diversified portfolio with $100,000 invested in each of the following types of securities: Stocks, Bonds, Options and Futures.
Excel-based spreadsheets are provided for the portfolio project.
Students are expected to locate sources of pricing information for the assets included in the portfolio that can be used for the weekly pricing updates that are required.
Investment Policy Statement
An Investment Policy Statement that is intended to guide the development and management of the portfolio is to be completed during Week 1. The Investment Policy Statement is to be submitted for evaluation and grading during Week 2.
Portfolio Management Project Written Report
A written report explaining the construction, management, and performance of the portfolio is to be submitted by the end of Week 7.
The required sections of the report, and the required subheadings for the report are:
Introduction – Provide a brief overview of the project and include an overview of the contents of the final report.
Investment Policy – Present the investment policy statement including how and why the specific investments were selected. This investment policy statement must include the quantitative risk and return objectives of the portfolio.
Changes to Investment Policy – Based on the experience gained managing the portfolio, what changes should be made to the initial Investment Policy Statement and why?
Construction of the Portfolio – Identify and briefly discuss the various securities included in each segment the portfolio. This section should explain how and why the specific securities were selected and how they are consistent with the requirements of the Investment Policy.
Investment Performance – Explain the actual returns of each asset category of the portfolio (i.e., stocks, bonds, options, and futures). This should include the HPR (holding period returns) for each category of the portfolio.
The performance of the stocks and bonds should be compared to major market indices.
The performance of each asset category needs to be compared to initial expectations. An assessment of future performance also needs to be presented.
Portfolio Risk – Calculate and discuss the beta of the stock segment of the portfolio and explain how it is consistent with the risk objectives and requirements of the Investment Policy.
What Was Learned – Explain the most important things that were learned from the construction, management, and assessment of the investment portfolio.
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