Question 1:
a. Present, discuss, and explain the investment policy for the portfolio.
b. What were the returns during the period you managed the portfolio?
c. What returns do you expect the portfolio would produce over 1 year? 5 years? And why?
Question 2:
a. Explain how the investments that were selected are consistent with the investment policy statement?
b. What changes would you recommend for the investment policy statement?
Question 3:
a. What is the beta of the stock portfolio and is it consistent with the risk objectives in the investment policy statement?
b. Would you recommend that the portfolio assume more, or less, risk? Why?
Question 4:
What were the most important things learned from the construction and management of the portfolio?