Customer Profile Based On The Information You Provided

For Investment A: (40 – 25)/ 10= 1.5 standard units= close to 94% to get the 40 million in return

I strongly advocate tactical asset allocation process and diversification over several different income and growth strategies. I believe that risk management and protection of investor's endowment are major objectives. In my portfolio, stocks may occupy a large portion and the

When we look at 75% occupancy, the rate of return (net earnings divided by amount invested) is $298,000/$3,525,000 = 8.4%. . This return should be regarded as low; as the

Mackay Macpherson Investment ManagementSpecialists in all aspects of corporate and personal financial planning, incorporating protection,...

Consequently, the research involving places at PetSmart, Petco, and K9 Innovations is where I spent time observing and connecting with people from these segments. Providing a profile on the “persona” of my target user, includes my customers core needs, attitudes, behaviors, and purchase preferences (Meyer & Crane). Ordinarily, my customer demographics would consist of households without any children or adult children living outside the pet owner’s household. The attitude of the average animal owner, value their beloved pets while appreciating the health benefits from a skilled groomer. This adds to the customer needs of brushing, combing, bathing, nail trimming, and proper ear care which is imperative to remove dirt and parasites from

I have already created a financial plan for my family and me. I’ve been gainfully employed for the last 11 years at a local career training school in downtown Cleveland and have been promoted multiple times so my goals and aspirations will be a little different than most of the class. For the purpose of this assignment, I will create a new 5 year plan, which will probably go up in smoke as soon as my wife has our first baby (due in less than 2 months), and will use my experience in the workforce as well as a few other sources to complete the assignment.

Prior to joining Manhattan Life Group, I was an Investment Associate at Mercer Advisors where I statistically vetted portfolios and potential investments for clients and advisors. As a Junior Portfolio Manager at Brightwater Capital, I gained invaluable knowledge into what drives clients and how to approach investing

LearnRite estimates that venture investors should earn about a 40 percent average annual compound rate of return.

During the investment period from January to March, I have built a portfolio in the hopes to bring a good return on investments. These investments contain a diversified portfolio of large and medium domestic cap stocks, mutual funds, and bonds. There were different strategies and expectations for all the different investments involved in the portfolio.

The consumer-facing side of your profile is written so anybody can easily understand your product or service. Information about the investment opportunity is detailed on the “Business Plan” side of the profile to maintain compliance with the SEC ‘general solicitation’ regulation.

You are aware of the information investors want to see, why they want to see it and how you can convey it convincingly.

My initial investment which I purchased on each stock that I acquired were as follows: 1) Microsoft Corporation purchased 475. 38 shares of stock at the price of $52.59; 2) Ford Corporation purchased 188.39 shares of stock at the price of $13.27 and 3) Nike purchased 188.39 shares at the price of $13.27.

An Investment Policy Statement (IPS) serves as a blueprint for your investment strategy and lays the foundation for setting up your portfolio management process. We will follow the portfolio management process that will consist of:

All of them were very impressive up until I got to the last investor. I circled the name a few times, pondering on where I had seen it before. There was an uneasiness which raged in the pit of my stomach. Something felt off, but I couldn’t quite put my finger on it. In an attempt to quench these fears, I began to investigate the circled name’s background.

Surveys are considered to be important to find out the customers needs and preferences. Every organization tries to improve its processes to satisfy their customers but it is very important to know whether the customers prefer those improved services. Surveys helps in determining how satisfied are they with the current practices and also assists in improving the processes according to customer satisfaction. The time span for completing an online survey is shorter when compared to any other traditional research method. It is not required to wait longer for responses from the respondents as they are almost instant on collecting the data. The online survey is quicker and cheaper than any other research methods like mail surveys, interview methods and etc,. The results of online surveys can be accessed at any time. The recorded responses are more accurate as they are entered directly by the participants. There is a chance of committing errors while entering the responses from other research methods due to human error in performing a repetitive task. It is also quick to analyze the data from online surveys using graphs and charts. As the members and cadets from CTC Aviation were found busy with their work all the time, online surveys were found to be more convenient to the respondents in order to answer the questions on their schedule and pace. The respondents will be willing to share any kind of personal information through online