FINC 340: INVESTMENTSUNIT #7 WEEKLY WRITTEN ASSIGNMENT

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DIRECTIONS: Here is the Unit #7 Weekly Writing Assignment question sheet for the Unit #7 Homework Assignment. Please submit your Unit #7 Writing Assignment in MS Word format with the following filename: LastNameFirstInitial_Unit 07_Writing Assignment.docx. For example, if you nameis John Smith, the file name should be SmithJ_Unit07_Writing Assignment.docx. If you have any questions or comments, please do not hesitate to contact me. NAME: _____________________________________Jill Jones inheirited a large lump sum of money. This lump sum will representthe total of her investable assets and will need to be invested in a way that will support her spending needs in retirement. Jill has brought the personal Fnance documents you requested to the meeting, completed a risk questionnaire and spoke with you about her retirement objetives. In preparation for the next meeting you use the information you have gathered to assess Jill’s goals in light of her risk tolerance, risk perception, risk capacity, and other personal and Fnancial circumstances. Balanceing all of these factors, you have decied that a diversiFed portfolio with moderate risk is the reasonable approach to sustaining Jill’s spedning needs in retirement. You know that you will need to engage in extensive explanations and education to ensure that Jill will remain comfortable with the recommended portfolio over the long run.1. Construct an optimal client portfolio by the allocation of wealth amongst risky assets and risk-free securitiies. Diversify the portfolio among a dozen asset classes instead of thousands of individual securities. A. Refer to Table 1.0 to see nine Assets Classes, Annual Returns, Standard Deviations and Sharpe Ratios B. Select four Asset Classes to include in the client’s portfolio. C. Determine the what percentage the Asset Class will represent in the client’s portfolio.

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DIRECTIONS: Here is the Unit #7 Weekly Writing Assignment question sheet for the Unit #7 Homework Assignment. Please submit your Unit #7 Writing Assignment in MS Word format with the following filename: LastNameFirstInitial_Unit 07_Writing Assignment.docx. For example, if you nameis John Smith, the file name should be SmithJ_Unit07_Writing Assignment.docx. If you have any questions or comments, please do not hesitate to contact me. NAME: _____________________________________Jill Jones inheirited a large lump sum of money. This lump sum will representthe total of her investable assets and will need to be invested in a way that will support her spending needs in retirement. Jill has brought the personal Fnance documents you requested to the meeting, completed a risk questionnaire and spoke with you about her retirement objetives. In preparation for the next meeting you use the information you have gathered to assess Jill’s goals in light of her risk tolerance, risk perception, risk capacity, and other personal and Fnancial circumstances. Balanceing all of these factors, you have decied that a diversiFed portfolio with moderate risk is the reasonable approach to sustaining Jill’s spedning needs in retirement. You know that you will need to engage in extensive explanations and education to ensure that Jill will remain comfortable with the recommended portfolio over the long run.1. Construct an optimal client portfolio by the allocation of wealth amongst risky assets and risk-free securitiies. Diversify the portfolio among a dozen asset classes instead of thousands of individual securities. A. Refer to Table 1.0 to see nine Assets Classes, Annual Returns, Standard Deviations and Sharpe Ratios B. Select four Asset Classes to include in the client’s portfolio. C. Determine the what percentage the Asset Class will represent in the client’s portfolio.

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