Money management analysis

 

First analyze your own situation and risk profile (character, life-style,

time horizon, objectives, etc), then reflect this in a portfolio of funds

or ETF using any ETF available in the Morningstar database).
à for example, a 40-45 years old person having around 100’000 $/ year, mixed business& sport lifestyle, having 150’000$ in the bank account.

 

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. Inaccurate, missing and erroneous referencing must be avoided.

 

Expectations:

Pedagogical aim and expectations:
1. To critically evaluate the financial instruments available for investments
2. To analyse and evaluate the role and influence of the main actors in financial markets, both private and public.
3. To analyse the link between macro-economic forces and financial markets
4. To evaluate the risk and reward of investment possibilities and develop an investment strategy and portfolio that demonstrates informed investment decisions

 

Essay:

-max 3000 words, plus tables as appropriate.

-Tables and annexes are not part of the word count

-no copy/paste text allowed (original contribution)

 

 

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