Table of Contents
Executive Summary
1. Construction of an investment policy statement:
A. Board Investment Objectives
B. Target Return
C. Level of risk in the proposed portfolio and its risk management
D. Investment constraints a. Liquidity needs b. Time horizon c. Tax concerns d. Legal and regulatory e. Unique needs and preferences
E. Investment mandate
F. Investment strategy
2. Methodological issues
3. Performance evaluation
Appendix A
Appendix B
Reference list
MONASH UNIVERSITY
Department of Business and Economics
Fabio Hidajat 23449586
Vialy Wijaya 25640666
Vincent Leonard Tjoatjawinata 24093742
May 12, 2016
Dr. Wicky J. Wickramanayake
Monash University Caulfield
900 Dandenong Road
Caulfield East 3145, VIC
Dear Dr. Wicky:
Attached is the report that has been assigned to BFF3121 students for this semester.
The report has been prepared through research by using textbook and online resources, applying theories, knowledge and showing evidences with assignment guidelines.
Sincerely,
(Vincent) (Fabio) (Vialy) Executive summary
Investing money on securities and in the hope of earning high return never been easy. We won’t know the stock price will go up or down in the next day, even in matters of hours, minutes and seconds. SMN Investment helps their investors in managing their funds in order to get high return with minimum risk. This report is prepared to assist SMN investment and the client in order to manage $1 million funds ending 12 May 2016. To
This chapter covers the background and rationale, statement of the opportunity, purpose, research questions, nature of the study, definition of key terms, the significance of the study, assumptions, and limitations. It also covers the scope, worldview and theoretical foundation depicting the logical path of the research study.
This article is well written with good general flow of thought and easy for the reader to follow. Survey methodology is employed to capture data for quantitative analysis.1
Throughout this report, the writer has conducted and gathered a number of primary and secondary sources to reflect and validate the
In response to the question set, I will go into detail of the study, consisting of the background, main hypotheses, as well the aims, procedure and results gathered from the study; explaining the four research methods chosen to investigate,
Your report should be approximately 1000 words and that includes graphics as tables and charts to illustrate the information collected and analyses. Your report must be written in clear and concise English so as to be readable by diverse groups.
The information used in this report was gained from several different sources. For example, I have used information from my P4 survey, as well as my P3, M2 presentation and my M1 table of various data collection methods.
Summarises major points from the review of literature, states rationale and aim of the study, ends with hypothesis(es).
The information gathered from this report has been deduced from researching several internet sites. These internet sites consisting of written reports, well known and trusted webpages and official government sites to
Many professionals, young and old, are looking at investing their money in different areas. Some would choose investing on a start-up or banking it all on mutual funds. But there is one way people can invest their money for the “Betterment.”
This report was very well layed out. It was in a slideshow format which made it very easy to follow because every individual topic had its own slide. Although the site was very clear, the slides only contained the bare minimum to inform the reader about each topic. The author left out some little details that could have made this slideshow much more
Another advantage of this report is its use of quantitative research. The selection of charts, tables and graphs are highly creditable in terms of measuring validity and reliability. It provides data with precise and non-bias numerical findings.
The information used in this report was collected by consulting multiple articles on the internet which are listed in the reference section of this report.
In order to carry out this assignment research will have to be collected this will come from a number of sources including the following:
An investment also known as a security is a pledge of money from an individual, government, or cooperation that is expected to accrue additional wealth on top of its original dollar amount. An investment can be a long-term or short-term obligation depending on the investor’s goals and/or assets they choose to invest in. The investment decision process is a two-step process which is necessary to make a sound trustable and efficient investment. The first step involves an evaluation of the investment you as the investor are interested in committing money towards, including characteristics of the security (i.e. how it acts in the current market, how the current/future market may react to this investment and possible returns on your investment). Finally, the management of your investment portfolio, including how often it should be revised, how the performance of your securities should be measured (how often they should be measured), and other important aspects of your current investments. Investing revolves around one basic concept, improving our future, investors invest money today to improve their welfare in the future which is why understanding what an investment is and the process of decision making before investing is extremely important.
A review of the literature provides more detailed information on the chosen topic. Its purpose is to give the researcher knowledge that will form the foundation for his or her study and therefore, the information must be related to the topic. Not only does it provide basic information on the variables in the topic but also covers various relatable studies conducted in the past; how, where they were conducted, and the conclusions that the researcher(s) came to. Literature can be obtained from a wide variety of sources; newspapers, journals, databases, books, encyclopedias, digital sources, and much more. Information obtained in this section helps the researcher understand the magnitude of the problem defined in the first stage, recognize any consequences and gaps that other researchers may have not filled, and identify potential strategies to combat the problem. It serves as a secondary source of information. Based on