BAFI3194 - Equity Investment And Portfolio Management

Assignment Task

Questions

1. There is a variety of product names in the fund industries, ranging from cash (money markets), fixed interest and bonds funds, to mortgages, equity, crypto and real estate funds. And to add to the complication in name, you also see other types of funds such as growth funds, balanced funds, conservative funds, etc.

2. Suppose you also have researched on the historical rate of returns (HPYs) of Equity, Bond and also Cash and estimated the return of each asset class in different economic scenarios in the following table, and you also predict the likelihood (probability) of the scenarios in the next year from research.

3. Now suppose you want to provide clients visualization of the effect of your asset allocation decision on her Portfolio H's performance in terms of both return and risk.

4. Now you want to combine the portfolio of best return-risk relationship (the Optimal risky Portfolio O) above with an annual risk-free rate = 0.75% to create a Portfolio C for your.

5. Your client is now impressed and convinced in what she has seen, still with some doubt and worry on technology, and wants to invest in the fund company. Discuss with her the fees in funds and investment management & advisory companies.

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