You will be assessed on your engagement with the portfolio management process and your ability to invest and manage your client’s investment for 18 weeks
Your engagement with the portfolio management process
ASSIGNMENT BRIEF: You will be assess ed on your engagement with the portfolio management process and your ability to invest and manage your client’s investment for 18 weeks (7th December to 12th April, excluding Christmas week) in line with financial theory.
You are also require d to write a report to your client detailing every stage of the process and, ultimately, evaluating the results of your investment management against the client’s Policy Statement and the Investment Strategy and reflecting on what you did well and what you could improve on.
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In addition, your client has requested a series of updates from you on the progress of his investment. The deadlines for the updates are provide below.
Also, as well as informing the client, the updates will be useful to you in that you will be able to use them as a draft for your final report.
Appendix A – Investment Policy Statement
Investor name: Mr I. Fish Investor age: 42
Investor risk profile: High risk, active management preferred.
Also, source: https://www.standardlife.co.uk/c1/guides-and-calculators/assess-your-attitude-to-risk.page last accessed 01/09/2020
Stage in investor lifecycle: Early consolidation Phase. Married with two children.
Also, one child, age 15, still at school. The second child, age 18, finishing school this academic year and looking to start university in 2021.
Investment Objectives / Risk and Return
In addition, salary: £80,000 per annum as Marketing Director of a small pharmaceutical ingredients manufacturing company. Annual bonus normally received at 15% of salary subject to company achieving targets.
In conclusion, Mrs Fish teaches at the local primary school on a job-share arrangement and earns £17,500 per annum.
Excess cash available for investment: £120,000 lump sum inheritance fully available for investment
Lastly expected return over 1 year: 6% (if investment were to continue, see ‘time horizon’ below.)
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