Business & Finance Investment Project PowerPoint Assignment

Please discuss and analyze your own investment management process (IMP) and develop your own investment policy statement (IPS) with regard to wealth creation and retirement planning. Discuss investment objectives and constraints in the development of your IPS.  Comprehensively integrate the topics learned throughout the course. 

You should provide slide speaker's notes with each slide in the PPT to describe how the material applies to your own retirement plans.

Please make sure to write a paragraph description as slide notes commenting on your thoughts relative to each of the bullet points provided on the three tables to be examined. 

Just providing a word or an incomplete sentence relative to the bullet point will not be eligible to earn full credit.  You will earn a significantly lower grade if the PPT slides do "not" have written speaker's notes included in the analysis.  Again, just retyping the material in the tables is highly insufficient, and your grade will reflect any lack of analysis and application.

The  PowerPoint  and the  Kaltura video presentation  should cover the material points in tables 22.1, 22.2, and 22.3 on page 690 in the text in Chapter 22.  Each point should be focused on the construction of your own strategies for retirement/estate-planning portfolio endeavors.

Table 22.1 addresses the “Components of the Investment Management Process”, to include the topics of planning, execution of the portfolio construction and revisions, and the feedback process.  10 to 14 slides at a minimum should be dedicated to this table’s material.

· Planning

· Identifying and specifying the investor's objectives and constraints,

· Creating the investment policy statement: (Create your own individualized IPS as an over-arching investment policy strategy.),

· Forming capital market expectations, &

· Creating the strategic asset allocation (target, minimum, and maximum asset-class weights).

· Execution:  Portfolio construction and revision

· Asset allocation (including tactical) and portfolio optimization (combining assets to meet risk and return objectives), 

· Security Selection, &

· Implementation and execution.

· Feedback

· Monitoring (investor, economic, and market input factors), 

· Rebalancing, & 

· Performance evaluation. 

Table 22.2 addresses the “Components of the Investment Policy Statement (IPS)”.  Note that the nine points should be addressed in your presentation.  Remember that you are the client.  This is an applied future prescriptive exercise assignment. 9 to 10 PPT slides should be dedicated to this table’s material.

· Client description, 

· Purpose of establishing policies and guidelines, 

· Duties and investment responsibilities of parties involved,

· Statement of investment goals, objectives, and constraints, 

· Schedule for review of investment performance and the IPS, 

· Performance measures and benchmarks, 

· Considerations in developing strategic asset allocation, 

· Investment strategies and investment styles, & 

· Guidelines for rebalancing.

Table 22.3 addresses the “Determination of Portfolio Policies”, to include the objectives and the constraints.  7 to 10 PPT slides should be dedicated to this table’s material.

· Objectives: 

· Return requirements, & 

· Risk tolerance. 

· Constraints: 

· Liquidity,

· Time Horizons,

· Regulations, 

· Taxes, & 

·  Unique Needs:

· Ethical concerns, 

· Hedging needs, 

· Age, & 

· Wealth (targets).

NOTE:  Policies do not need to be addressed for Table 22.3.

There should be a "minimum" of 26-34 slides in total addressed in the presentation and analysis of the tables.

 

_______________________________________________________________________________

 

Please provided a Kaltura Video within the course drop-box and present a PowerPoint presentation with a minimum of 26-34 slides. The presentation does not have to be in a current APA format, and you may utilize the first person since you are commenting on your analysis of the creation of your own IPS. A presentation of a 20-minute minimum is required in Kaltura.  No points will be deducted if your video runs over the 20-minute ceiling by a few minutes, so make sure to speak freely in presenting your investment strategies.

There is a "separate" drop-box for the Power-Point and a separate drop-box for the video.   The instructions for Kaltura are provided as attached files in the IMP & IPS Kaltura video tab on the week-7 course content for your review.

You may choose to talk through the power-points in your Kaltura video with the webcam or without the webcam during the presentation.  You will have this choice as you set up the Kaltura video.  Please make sure that the power-point thoroughly addresses each of the points in tables 22.1, 22.2, and 22.3.

Please make sure to review the Kaltura files provided in the week-7 module.

Please make sure to upload your assignment in the appropriate week-7 drop-box by Sunday, March 8th.

Note that no past due work will be accepted past the final day of the class, which is Friday, March 13th.

Thank you for your continued efforts in the course.

Dr. Woo [email protected]