Practical Application& Investment PlanningReport Writing - IT Assignment Help

Assignment Task

Task Requirement
Central to quality investment planning advice is developing and justifying the appropriateness of your recommendations. To do this, your explanations, examples and comparisons must inform the client about the advantages, disadvantages and associated risks of the various elements in an investment plan.
Your task is to develop narrative and visuals [i.e. pie charts, tables, infographic] to explain the following investment planning concepts:
Direct Investments [Shares and Property] versus Indirect Portfolio of Managed Fund Investments
Diversification and the Benefits of Asset Allocation [General]
Show and Table preferred Asset Allocation for a Balanced Investor along with suggested time frames and indications of returns compared to other Investor profiles (i.e. Conservative, Growth and High Growth).
Dollar Cost Averaging
The expectations are that you will:
draw from a range of credible references (i.e. this would exclude Investopedia) to develop your own explanations and cite using the Harvard Refencing format. ensure your explanations are clear and effectively support a clients ability to make informed investment planning decisionsattempt to keep the overall word count to 600 words (note: some flexibility is allowed and tables, illustrations, headings and sub-headings and references are excluded from the word count).

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