Investments and Security markets

FULL INSTRUCTIONS IN WORD DOCUMENT ATTACHED!!!

You have been hired as a Portfolio Analyst at the Bank of Wealth Investment Advisors. Your supervising Portfolio Manager asked you to prepare a hypothetical portfolio that encompasses the securities concepts discussed in this course.

You will need to develop a business report for a prospective client that covers the various types of securities and asset classes. You will differentiate between traditional and non-traditional investments as well. A business report will provide meaningful and clear information on the required subjects. Typically, only a problem statement, analysis, and a resolution are contained in a business report; however, since the clients will not know the material thoroughly, your business report should be more detailed and offer at least four pieces of supporting evidence, and a reference list.

To accompany your report you will develop a PowerPoint presentation that explains your recommendation for a hypothetical portfolio that you would like Bank of Wealth to launch. Your presentation will include:

The evaluation of traditional and non-traditional holdingsRisk mitigation and avoidance techniques that can be used for the portfolioA recommendation on the type of investor the portfolio would be suited for

A PowerPoint presentation will provide brief and clear information on the required subjects. Typically, bullet points are used in a PowerPoint presentation; however, since the Portfolio Manager needs to understand the analysis thoroughly, your presentation should be more detailed and offer supporting evidence, including a reference list. Be sure to use the Notes section under each slide to incorporate details. Here is a

link

to information about adding speaker notes. You can use the following link for additional help with PowerPoint.

You will also prepare an executive summary document that highlights your analysis. In it, introduce some background on the rationale for your holding selections. This link offers some guides on how to create an executive summary. The summary should not be more than two pages long.

You have been hired as a Portfolio Analyst at the Bank of Wealth Investment Advisors.
Your supervising Portfolio Manager asked you to prepare a hypothetical portfolio that
encompasses the securities concepts discussed in this course.
You will need to develop a business report for a prospective client that covers the various
types of securities and asset classes. You will differentiate between traditional and nontraditional investments as well. A business report will provide meaningful and clear
information on the required subjects. Typically, only a problem statement, analysis, and a
resolution are contained in a business report; however, since the clients will not know the
material thoroughly, your business report should be more detailed and offer at least four
pieces of supporting evidence, and a reference list.
1. The business report should give the clients enough information to help them
understand the differences between traditional and non-traditional investments.
Be sure to use audience-specific language and tone in report. Remember, you are
writing this business report for the clients, but the Portfolio Manager may also
read it.
2. Be creative, and make your business report fun, yet still clearly organized. You
can find additional resources on writing a business report here.
To accompany your report you will develop a PowerPoint presentation that explains your
recommendation for a hypothetical portfolio that you would like Bank of Wealth to
launch. Your presentation will include:
o
o
o
The evaluation of traditional and non-traditional holdings
Risk mitigation and avoidance techniques that can be used for the portfolio
A recommendation on the type of investor the portfolio would be suited for
A PowerPoint presentation will provide brief and clear information on the required
subjects. Typically, bullet points are used in a PowerPoint presentation; however, since
the Portfolio Manager needs to understand the analysis thoroughly, your presentation
should be more detailed and offer supporting evidence, including a reference list. Be sure
to use the Notes section under each slide to incorporate details. Here is a link to
information about adding speaker notes. You can use the following link for additional
help with PowerPoint.
You will also prepare an executive summary document that highlights your analysis. In
it, introduce some background on the rationale for your holding selections.
This link offers some guides on how to create an executive summary. The summary
should not be more than two pages long.
o
The presentation should give the Portfolio Manager enough information to follow
your recommendations and holdings for the new portfolio. Be sure to use
o
audience-specific language and tone in the presentation. Remember, you are
assembling this presentation for the Portfolio Manager and the senior leadership.
Be creative by developing a “catchy” name for your portfolio, and make your
presentation fun, yet still clearly organized.
The following six competencies will be addressed in your presentation:
o
o
o
o
o
o
o
o
o
o
o
Differentiate diverse market types to utilize market mechanics.
Include a discussion of how the current securities regulations would affect your
portfolio. Also, you will need to explain on which market your new portfolio will
be launched.
Evaluate equity and fixed income securities.
Examine types of securities and asset classes.
In this section, select which securities will be held in your portfolio (specifically,
whether you are going to hold stocks, bonds, mutual funds, etc.) and nontraditional assets. Be sure to explain why your mix is a good fit for your portfolio.
Compare forms of fundamental and technical analyses.
Explain the purpose of technical and fundamental analyses of your selected assets
in the portfolio.
Appraise the uses of derivative instruments to construct practical
applications for investors.
Explain your rationale for the inclusion or exclusion of derivatives from your
portfolio.
Evaluate multiple risk types and their impact on different securities.
Select and explain your risk mitigation and avoidance techniques that you will
utilize for this portfolio.