Case analysis

Private case analysis questions and requirements:

1. Answer the following questions after you read the case:


a. Discuss the source of Jackson’s wealth and determine the personality matrix. Provide justifications.


b. Discuss (using narrative statement) return objective for the Jackson portfolio; and then

calculate the return objective.


c. Evaluate Jackson’s risk objective, including both willingness and ability to take risk.

Justify with at least two reasons.


d. Discuss five constraints for the Jackson portfolio. Justify each constraint with at least two reasons.

2. Requirements:

a. Do this individually or as a team (if work as a team, the maximum team member is 5). 


b. On the cover page, clearly write down your name or your team members' names. 


c. Consider this as a “reflection report”, which means you need to provide detailed and 
comprehensive discussions. 


d. You must type using WORD; no handwriting is allowed. 


e. No requirement on the minimum words or pages; but you need to clearly answer my 
questions and meet my requirements. 


f. Due date: 3/9, Thursday class