1 problem.
Overview
For this milestone, you are a portfolio manager who works with many clients. Using your knowledge of investments and current market factors, you will recommend specific investment options based on a clientâs goals and risk tolerance. Recognize that clients may not be aware of their ability to manage risk and how it aligns with their life objectives. As a finance professional, you will build relationships with your clients that will allow you to recognize their risk tolerance and communicate when their portfolio may not coincide with their goals.
Directions
Before you begin, review the Project Two Profiles provided in the Supporting Materials section, and select one of the profiles. For this milestone, you will analyze the Project Two Portfolio Calculation Template Excel spreadsheet, provided in the What to Submit section, as it relates to your chosen profile. Use the marked cells below the financial data to provide your calculations and summary.
To complete this milestone, you must address the following rubric criteria:
Interpret a clientâs current portfolio to identify the asset allocation strategy. Use the following facts in your analysis:
Investments currently held
Alignment with client profile
Determine the clientâs investment objective(s). Address the following in your response:
Gaps between current financial state and goals
Investment needs (e.g., education, retirement, business venture)
Future plans
Analyze how current economic factors influence specific investment options that align to a clientâs goals. Address the following in your summary:
Inflation
Current political status
Global events
Analyze how the state of the current markets influences specific investment options that align to the clientâs goals. Address the following in your summary:
Use the U.S. stock market, the international stock market, the U.S. bond market, and the commodities market.
Identify the stateâattractiveness.
Support the selection of investment options.
What to Submit
Investment Policy Statement
Use the Project Two Portfolio Calculation Template. Submit the completed Excel spreadsheet with a Milestone One summary included where indicated on the template.
Supporting Materials
Profile Options: Project Two Profiles
Select one of the three profile options to create your rebalanced portfolio.
(Use profile 1)
On the bottom of the spreadsheet is a cell which says \”Project Two Milestone One\” should be where the summary is placed. Include 1 calculation in the summary. Summary should be arouluvnd 150 words or so.
1 problem. Overview For this milestone, you are a portfolio manager who works w
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