Portfolio Management
Portfolio Management Project – part 1- 1st Component:Portfolio Description Paper (2 pages)This paper includes a complete description of the portfolio you are constructing and the methodology for asset selection, including return objectives, risk tolerance, time frame, applicable restrictions, and diversification objectives. portfolio characteristics: The situation is: As a professional financial advisor, it is your assignment to create and manage a long-term portfolio for a client. The client wants a diversified portfolio with $100,000 invested in each of the following types of securities: Stocks, Bonds, Options and Futures. The assignment for the first week is to develop an investment policy statement to guide the portfolio construction and asset management.
