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  • Assignment #3 - Asset Allocation

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    Maria Kiani
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    A 25-year-old engineering graduate seeking to start a savings plan, a 35-year-old middle manager saving for a house, and a 65-year-old retiree wanting income would receive different asset allocation recommendations. For the engineering graduate, the recommendation would focus on an aggressive allocation weighted towards equities to capitalize on long-term growth. The middle manager would receive an allocation weighted towards a balance of equities and fixed-income investments. And the retiree would receive an conservative allocation weighted mainly towards fixed-income investments to generate steady monthly income.

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    A 25-year-old engineering graduate seeking to start a savings plan, a 35-year-old middle manager saving for a house, and a 65-year-old retiree wanting income would receive different asset allocation recommendations. For the engineering graduate, the recommendation would focus on an aggressive allocation weighted towards equities to capitalize on long-term growth. The middle manager would receive an allocation weighted towards a balance of equities and fixed-income investments. And the retiree would receive an conservative allocation weighted mainly towards fixed-income investments to generate steady monthly income.

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    9 views1 page

    Assignment #3 - Asset Allocation

    Uploaded by

    Maria Kiani
    A 25-year-old engineering graduate seeking to start a savings plan, a 35-year-old middle manager saving for a house, and a 65-year-old retiree wanting income would receive different asset allocation recommendations. For the engineering graduate, the recommendation would focus on an aggressive allocation weighted towards equities to capitalize on long-term growth. The middle manager would receive an allocation weighted towards a balance of equities and fixed-income investments. And the retiree would receive an conservative allocation weighted mainly towards fixed-income investments to generate steady monthly income.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
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    Download as doc, pdf, or txt
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    Investments and Portfolio Analysis - BBA Assignment #3

    Asset Allocation (15 Points)


    Consider the following three scenarios and provide investment advice in the form of Asset Allocation. Pages: 3 max. Briefly outline what questions you might ask and what financial product classes would you recommend? How would you allocate your recommendations in terms of weightage/percentage? Supplement your conclusions/recommendations with graphs, tables, charts etc.
    1) A 25 year old recent engineering graduate wants to start a savings plan and asks you

    for help.

    2) A 35 year old middle manager in a MNC wants to save for a larger house. 3) A 65 year old retiree wants a steady stream of income to meet monthly expenses. Links to sample Asset Allocation calculator and additional readings are as follows. Use the asset allocation calculator and read the related article at:
    http://cgi.money.cnn.com/tools/assetallocwizard/assetallocwizard.html http://www.stanford.edu/~wfsharpe/art/sa/sa.htm http://www.investopedia.com/articles/04/031704.asp#axzz1sIAJdH00 http://www.forbes.com/sites/davidmarotta/2012/04/16/asset-allocation-and-the-efficient-frontier/

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