Assignment: PRINCIPLES OF INVESTMENT
TASK:
Therefore; in summary, you are to write a 3,000 word report which:
1) Updates the investment totals and reviews the suitability of the present investment portfolio, with an analysis of the main risks.
2) Discuss briefly the theory behind portfolio planning and risk management.
You should also make reference to the relevance of the Trustee Act and the responsibilities of Trustees in this type of situation. *See note below.
3) Make recommendations for appropriate changes to create a new investment portfolio by applying relevant risk and return measures and showing how they have been used to evaluate the assets.
The new portfolio should meet the needs of the Charity and should include the investment of the additional cash holding. In creating the new portfolio you should address the concerns expressed by the Trustees.
Format your assignment according to the following formatting requirements:
1. The answer should be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
2. The response also includes a cover page containing the title of the assignment, the student's name, the course title, and the date. The cover page is not included in the required page length.
3. Also include a reference page. The Citations and references should follow APA format. The reference page is not included in the required page length.
Attachment:- POI-TEMPLATE-FOR-ASSIGNMENT.rar