PP

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:

1. Overview of the client,
2. Recommendations for the client,
3. Asset allocation,
4. Expected risk and return,
5. Graphs and/or visuals of percentiles,
6. Policy statement guidelines and exceptions,
7. Objective for the client,
8. Portfolio selection,
9. Methods used (active/passive),
10. Management style,
11. Portfolio monitoring/rebalancing,
12. Performance review,
13. Annual allowable withdraw limit, and
14. Sources of reference.

Speaker’s notes to be included in POWERPOINT