The purpose of this assignment is to help you break down the final Individual Portfolio Project into smaller tasks and to obtain instructor feedback for each step.
Additional information to address in the paper includes:
- An overview of the client;
- A detailed explanation of the investment policy statement based on the unique needs and preferences of the client, including an explanation of the investment and objectives for the portfolio; and
- A description of any investment constraints, liquidity needs, and the client’s time horizon (be sure to incorporate knowledge from the course that may include the discussion of: expected standard deviation, risk/reward, downside deviation, present/future value of investment, etc.).
This paper should be a minimum of 500 words and supported with scholarly resources.