Write a brief explanation of how each of the recommended investment components aligns with the overall investment strategy.

Write a brief explanation of how each of the recommended investment components aligns with the overall investment strategy.
August 1, 2020 Comments Off on Write a brief explanation of how each of the recommended investment components aligns with the overall investment strategy. Uncategorized Assignment-help
Words: 182
Pages: 1
Subject: Uncategorized

Required: This case study requires the preparation of an investment strategy and portfolio proposal document to be provided to the University, which should include the following information: 1) A brief and informative summary of the current investment environment, both in Australia and internationally and linking with the University’s requirements, and identification of any key economic or financial indicators or events impacting on the near-term investment environment. 2) Presentation of the underlying investment philosophy and portfolio strategy proposed for the University, including consistency of alignment with the indicated investment requirements. Explanation and justification for this strategy, individually or relative to alternatives, should be provided, which could include backtesting or other quantitative and qualitative analysis. 3) A description, in table, of the recommended portfolio components, indicating the selected assets / securities and the magnitudes of investment in each. 4) If required, a brief explanation of how each of the recommended investment components aligns with the overall investment strategy. 5) Assume this analysis and portfolio construction is being done on Friday 10th July 2020. all of the other information is attached and you can find the data inside the excel sheet.