Investment Plan Presentation Planning - Accounting Assignment Help

Assignment Task

Task Requirements

You are required to:

1. Examine the case study thoroughly and update the values of the clients share holdings and estimate the potential investment income [i.e. dividends and interest earned]
2. Research, analyse, evaluate and develop recommendations for the clients objectives and requests for additional information.
3. Curate the development of your analysis and recommendations into an Investment Plan using the template provided.
4. Submit your Investment Plan [and any additional items i.e. PPTs or handouts] prior to your presentation
5. Via Zoom present the highlights of your Investment Plan to a mock clientuccessful portfolio construction requires the application of a suitable asset allocation process combined with comprehensive research into the selection of investments / managed funds against a variety of criteria including:

Task

1-Background and stability of the funds management company;
2-Investment strategy of the manager and underlying asset allocation; and
3-Historical performance of the fund across time.

There are four different asset classes you can invest in: cash, fixed interest, properties, and shares. Each has its own level of risk as well as potential return.

1. Cash: [Add brief and discuss]
2. Fixed Interest: [Add brief and discuss]
3. Properties: [Add brief and discuss]
4. Shares: [Add brief and discuss]

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