The purpose of this assignment is to present and defend your investment recommendations based on a client’s scenario.
For this assignment, you will develop a PowerPoint presentation Your presentation should contain 10-15 slides. Your presentation should guide the client through the proposed financial portfolio. The presentation should include the following information:
- Overview of the client,
- Recommendations for the client,
- Asset allocation,
- Expected risk and return,
- Graphs and/or visuals of percentiles,
- Policy statement guidelines and exceptions,
- Objective for the client,
- Portfolio selection,
- Methods used (active/passive),
- Management style,
- Portfolio monitoring/rebalancing,
- Performance review,
- Annual allowable withdraw limit, and
- Sources of reference.
Speaker’s notes to be included in POWERPOINT
