First analyse your own situation and risk profile (character, life-style, time horizon, objectives, etc.), then reflect this is a portfolio of funds or ETF using the examples and providers chosen from David Costa’s book (you can also use any ETF available in the Morningstar database). Before selecting the investment vehicles you will need to determine your asset allocation and justify it. You are not obliged to prefer ETFs over investment funds; make you choices and say why. Introduce an element of timing into your investment plan. Please note: As this is an essay you will need to use appropriate referencing system using the Harvard referencing system.
Word limit: 3000 words (tables, bibliography and annexes excluded).
Pedagogical aim and expectations:
• To critically evaluate the financial instruments available for investments
• To analyse and evaluate the role and influence of the main actors in financial markets, both private and public.
• To analyse the link between macro-economic forces and financial markets.
• To evaluate the risk and reward of investment possibilities and develop an investment strategy and portfolio that demonstrates informed investment decisions
The question belongs to Finance and it is an evaluation of risk profile of personal investments with character, life-style, time horizon, objectives, etc. and then reflecting upon these on portfolio of funds or ETF. This report helps in developing a personal investment strategy depending upon personal situations.
Total Word Count 3068