Wealth Management

Wealth Management

 

prepare a well-defined investment plan and framework with initial hypothetical value of £2,000,000. You should clearly specify the asset allocation per category (i.e. physical and/or financial assets) in your plan.
Hypothetically the £2,000,000 is to be invested in shares and/or other financial instruments and/or physical investments and you should choose only investments whose prices are quoted in the Financial Times, or are obtained from other reliable sources, which you must identify.
Cash balances can be invested to earn LIBOR – 1%. Any borrowing will be at LIBOR + 1%. Interest should be calculated daily and included in valuations. Allow for dividends and other distributions.
You investment plan should include sections on macroeconomic, industry, country and political risk analysis, but also specify the size and composition of an investment portfolio with clear strategies in risk diversification and hedging.
Your entire well diversified wealth growing portfolio OR a part of it should be fed to a portfolio simulation engine online with results observed daily, but recorded weekly. If the entire portfolio could not be re-created in one single portfolio engine or platform, you can either use more than one platform (i.e. Bloomberg, FX, Etc.) or simulate only part of it through an online portfolio engine. You should properly justify you choice and any possible technical constrains.
You should manage it in a dynamic fashion, with transactions made at appropriate points in the price evolution path of a well-diversified portfolio. You should investigate the effects of portfolio optimization through a comparative portfolio pricing framework.
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A. Euler
You should compute portfolio risk and return as part of the Markowitz framework and investigate the use the Sharp model in the context of portfolio re-pricing and draw clear conclusions of its usefulness.
Further on, you should investigate both passive and active portfolio management tactics. Clearly state and justify your portfolio management style (i.e. active versus passive).
Identify and use (if and when appropriate) any other financial information such as 1) share prices and headline impact on share price, 2) retained earnings, 3) dividend payouts, 3) ratios such as liquidity, efficient use of assets, leverage, and profitability, and other financial information you would consider necessary to create a good understanding of the “attractiveness” of each investment.
Use relevant articles, journals in your research (which you should clearly identify) to support your work in setting up and managing wealth through a well-diversified investment portfolio.
You should also explain the investment strategy you have followed. Your strategy statement should include a statement on your attitude to risk. You should provide details of the transactions you have undertaken, with a critical evaluation of these transactions in the context of your investment strategy, identifying the theoretical basis for your investment decisions.
You should comment on the overall investment performance of your portfolio from the day it was set up (i.e. Week 7 or earlier) to the close of business on Friday of Week 11, and of the components that make it up. Your evaluation should include measures of performance and comparisons with appropriate indices for the types of investment and sectors that you have chosen. Although the portfolio observation is time-boxed, this does not mean that it has to be set up as a short term investment. It might be set up as a short term, a medium or long term investment portfolio, as neither minimizes or negates the positive effects of the theory that underpin the investment portfolio set up and management with proper asset and capital allocations.
In your comments on portfolio performance, you should explain what you have learned from the exercise, and what if anything you might change if i) you did the same thing again as an academic exercise, and ii) you were investing your own money.
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A. Euler
You should explain to what extent you might expect professional wealth managers to follow a strategy similar to the strategy that you adopted during the course.
Your work should be referenced, and contain a list of the sources of (i) your evidence and (ii) the theory that underpins your analysis and commentary.
Section 2.0
CW Report Marked on a 100% scale, but weighted at 60% of the overall module mark.
You are required to produce and submit a final report with a word count between 2500 to 3500 words, excluding calculations, tables and appendices, and should be shown in your report.
The printed report should focus on all assignment requirements as specified in section 1.0. and should be submitted i) electronically via blackboard by 5 pm on Friday of Week 10 (current semester), and 2) hardcopy submitted through the registry.
Section 3.0
Report Classed ”DESCRIPTIVE”:
Report Marking Grid, Capped at 50% if the approach is descriptive; lacks reasonable levels of critical reading, thinking and reflection.

FIN6A8 Individual Coursework HELP DOCUMENT
This is an INDIVIDUAL Summative Assignment.
SUGGESTIVE…
1. ASSET ALLOCATION
1.1 PORTFOLIO SIZE (5 TO 15 ASSETS) 1.2 PORTFOLIO COMPOSITION
?
1.2.1
1.2.2
PHYSICAL ASSETS 1.2.1.1. REAL ESTATE 1.2.1.2. LAND
1.2.1.3 ETC FINANCIAL ASSETS
1.2.2.1 EQUITY
1.2.2.2 DEBT
1.2.2.3 HYBRID
1.2.2.4 DERIVATIVES (BTH DEBT AND EQUITY
BASED)
1.2.2.5. BANKING INSTRUMENTS 1.2.2.6. ETC.
COMMODITIES 1.2.3.1. GOLD
1.2.3
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A. Euler
?1.2.3.2 CRUDE
1.2.3.3 FARMINED PRODUCTS 1.2.4 CURRENCIES
1.3 DIVERSIFICATION
????1.3.1 1.3.2 1.3.3
1.3.4
SECTOR/INDUSTRY DIVERSIFICATION GEOGRAPHY/MARKER DIVERSIFICATION TYPE DIVERSIFICATION
1.2.3.1 SUB-TYPE DIVERSIFICATION RISK/RETURN PROFILE DIVERSIFICATION
1.3.4.1 MARKOVITZ FRAMEWORK 1.3.4.2 SHARP FRAMEWORK 1.3.4.3 ETC
????????1.3.5
2. 1 CAPITAL ALLOCATION
MINIMAL CORRELATION DIVERSIFICATION
??2.1.1 2.1.2 2.1.3
BASED ON CENTRAL TENDENCY (EQUAL WEIGHTS) OPTIMIZED PORTOFLIO AROUND A FIXED TARGET
DYNAMIC CHANGE OF WEIGHTS THROUGH TRANSACTIONS
????3. PORTFOLIO MANAGEMENT ISSUES
3.1. PASSIVE PORTFOLIO MANAGEMENT 3.2. ACTIVIVE PORTFOLIO MANAGEMENT
CW Report Marked on a 100% scale, but weighted at 60% of the overall module mark.
??2
A. Euler
You are required to produce and submit a final report with a word count between 2500 to 3500 words, excluding calculations, tables and appendices, and should be shown in your report.

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The Role of Management in Reducing Workplace Stress for First Responders

The Role of Management in Reducing Workplace Stress for First Responders

Be sure the sources are credible and professional. The only sources that count for this category are Journal articles from academic journals, academic books and government information. Wikipedia type and general information type sources are not acceptable. Advocacy websites, forum, businesses, blogs or any source that is not scholarly are also not acceptable. Scholarly sources are journals and serious academic books.

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The Influence of Female Leaders toward Organizational Performance in ASEAN (AEC)

The Influence of Female Leaders toward Organizational Performance in ASEAN (AEC)
Read the case study titled ?F&C International? prior to doing this assignment.
1. Over time, there has been significant legislation passed, such as Sarbanes-Oxley, yet corporate
fraud is still pervasive in today’s business environment. Suggest three (3) new ways that you
believe will eradicate corporate fraud.
2. In the F&C case, inventory manipulation was used to enact the fraud. Discuss the proper internal
controls needed over inventory and how these controls will act as a deterrent to fraudulent
activities.
3. For a moment, step into the shoes of Catherine Sprauer at F&C International. Indicate what you
would have done following each of the confrontations she had with the two employees who
insisted that F&C executives were involved in a fraudulent scheme to misrepresent the
company’s financial statements.
4. Discuss how accounting firms should modify their audit procedures to ensure the risk of financial
fraud is minimized.
5. Discuss how the Securities and Exchange Commission (SEC) continues to fail to detect
fraudulent activities in publically traded companies. Suggest a recommendation for improvement.
6. Evaluate whether legislation and regulatory agency oversight will increase or decrease corporate
fraud. Explain your position.

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Regional Trade Agreements versus Global Trade Liberalization

Regional Trade Agreements versus Global Trade Liberalization

 

In the globalizing economy of the late 20th and early 21st century liberalized trade has been sought by way of regional trade agreements and broader global trade liberalization. The policy choice between these two approaches has created debates among economists and politicians concerning which is a better strategy for various countries and for the global economy as a whole, and whether the two approaches are complimentary or contradictory.

Begin by reviewing pages VII and VIII in the Module 5 lecture on developing an annotated bibliography through the structure of a research system.

Using the CSU-GC Virtual Library, the Web, and/or other sources of scholarly literature, begin your research into regional trade agreements versus global trade liberalization by locating professional and academic journals and select current research articles published

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Detecting Unethical Practices at Supplier Faculty

Detecting Unethical Practices at Supplier Faculty
Write a one (1) page paper that addresses the three (3) questions written below. Each question (header) must be placed as a Section Heading Topic within the paper (for example: Question #1, would be the topic and below the topic in a separate paragraph would follow the response to the question). Also, all parts of the question must be answered. Lastly, the require number of pages are annotated with each question, listed below.

 

Questions:

1. Assess the value of having a Supplier Code of Conduct when outsourcing operational functions to international markets and the enforceability of such a code.

2. Evaluate whether or not you believe a U.S.-based company outsourcing jobs to foreign markets is ethical. Support your position.

3. Assume that you have to make the decision to outsource work to a foreign market. Determine what country would be your best option. Explain your rationale

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International Trade

International Trade
Write a 4-6 page essay evaluating the role of governments in assuring that developing countries obtain a fair and adequate share of the benefits of international grade. In so doing, critically assess claims that “the answer” lies in untrammeled market activity versus government intervention. Drawing on Carbaugh’s discussions in Chapter 6 and 7 concerning industrial policies, strategic trade policy, the trade problems of developing nations, import substitution, and export-led growth.
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Assessment of interviewing and feedback skills

Assessment of interviewing and feedback skills

tocritically analyse the interaction between the client, the client’s family and the nurse in ‘Come Walk with Me’ (Debellis et al., 2009) found by accessing the link below. The video is of a simulated interaction between a client (John) who is diagnosed with ‘Alzheimer’s Disease’, his family members, a community health nurse, and paramedics in a community setting.Whilst watching the video please identify two positive and two negative examples of communication plus one ethical issue. Enter your examples, together with rationales,into the assignment response sheets provided below. All rationales given are to be supported with evidence and referenced according to Harvard referencing style.
Grading of this assignment will be done by your Lecturer using the rubric below and returned to you via FLO.

Link to video and further notes on the scenario:
VIDEO –Come Walk with Me7.18 mins
http://nursing.flinders.edu.au/comeintomyworld/media/video.php?video=1

“In this scenario, we meet:

John, an elderly Australian man with possible early AD
Anne, a community nurse
Kerrie, his youngest daughter and his main carer
Jenny, his eldest daughter
Phil, a senior Paramedic
Steve, a junior Paramedic

The setting is John’s own home in a suburban community where he has lived for many years.
John is experiencing symptoms of AD. Prior to his wife’s death, John cared for his wife who had cancer. John is a fiercely independent man who has been a successful business man. His memory has become increasingly impaired so his daughter Kerrie has looked after him and supported him to remain at home. Her sister, Jenny, runs her own business and has limited time to contribute to her father’s needs.

Kerrie has recently gone on a holiday and asked her sister, Jenny, to look after their father while she was away. Jenny, as the favourite daughter, is her father’s pride and joy and gets anything that she wants from her father, as well as making decisions for him that Kerrie, as the primary carer, sometimes does not know about.

Anne, who is John’s community nurse, comes to pay him a visit as she has done monthly since his wife’s death and finds him in a distressed state. There is evidence that John has a scalp laceration that suggests he has had a fall, so Anne contacts Kerrie and Jenny, as well as the paramedics to transport”
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technological advancements that happened in the past 2 decades

2
Air Pollution Control

Air Pollution Control the technological advancements that happened in the past 2 decades and your expectation of the same in the coming 2 decades.

Write an 8 page report on Air Pollution Control the technological advancements that happened in the past 2 decades and your expectation of the same in the coming 2 decades. The report must include a cover page, title, summary, list of tables, contents, an

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