Clients today require their investments to not only produce genuine impact but also constant positive returns. As the portfolio manager explain to your client how you will maintain a positive return on the current portfolio selected.
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Clients today require their investments to not only produce genuine impact but also constant positive returns. As the portfolio manager explain to your client how you will maintain a positive return on the current portfolio selected.
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- Clients today require their investments to not only produce genuine impact but also constant positive returns. As the portfolio manager explain to your client how you will maintain a positive return on the current portfolio selected. Please answer #1 to #3 Explain the selection of optimal portfolios. Describe the portfolio approach to investing and the portfolio management process Differentiate between financial and non-financial sources of risks Incorporate the appropriate performance measures for portfolios Evaluate asset returns using the CAPM and other models such as The Sharpe ratio, the Treynor measures and Jensen’s AlphaClients today require their investments to not only produce genuine impact but also constant positive returns. As the portfolio manager explain to your client how you will maintain a positive return on the current portfolio selected. The discussion should be no longer than 2000-3000 wordsAs an investment advisor, a client has approach you for a big-time investment looking for adiversified portfolio. Explain to him the basic steps or processes you will follow in order to achievethe best for the client.
- While deciding on creating your Portfolio, what are the steps you would take to ensure that the Portfolio Investment Process works well for you. Elaborate on all the important elements of this process which will help you to maximize the returns and minimize the risk.As a future manager, how will you make use of your knowledge in the computation of the relationship between risk return and return of various investment portfolio on your future career?An investor’s first step of investing in the financial markets is to establish an investment objective aligned with his or her long-term financial goals and needs. The critical part of the investment process is to earn the maximum return possible while minimizing risk. Portfolio diversification is the cornerstone of reducing risk in a portfolio. How would you use the Excel spreadsheet to quantify and reduce the risk in your risky asset investment portfolio?
- As a Portfolio Manager, what kind of investments are you going to offer to a client who is just a beginner in investment? What are the factors that you are going to consider before giving him/her a set of investment portfolio?The results presented in the chapter are based on historical data. Of what use are these results to a portfolio manager who may be making an investment decision today? Elaborate.Portfolio optimization is the “holy grail” of investing. All investors are seeking the optimal portfolio that will maximize returns while minimizing risks. The Excel spreadsheet is the “optimizer” for the average investor. What are the primary benefits of using Excel portfolio optimization analysis? How would you optimize your portfolio using Excel?
- The EIC analysis means that, as a portfolio manager, you should: a. define your expectations about the business cycle and just choose the best companies in terms of historical performance in that particular business cycle b. always chose the best companies regardless of the industry and the business cycle c. define your expectations about the business cycle first, choose the industries that perform better in that business cycle and, finally the companies operating in those industries that seem more attractive. d. define the best companies to invest in first, then define your expectations about the business cycle.Joan McKay is a portfolio manager for a bank trust department. McKay meets with two clients, Kevin Murray and Lisa York, to review their investment objectives. Each client expresses an interest in changing his or her individual investment objectives. Both clients currently hold well-diversified portfolios of risky assets.a. Murray wants to increase the expected return of his portfolio. State what action McKay should take to achieve Murray’s objective. Justify your response in the context of the CML.b. York wants to reduce the risk exposure of her portfolio but does not want to engage in borrowing or lending activities to do so. State what action McKay should take to achieve York’s objective. Justify your response in the context of the SML.Describe a strategy development as you try to grow your money. Remember to mention day trading, short and long-term investments, risk- averse, risk tolerance, etc.