Many prospective investors face the problem of choosing what financial assets they should invest their money in, and in what proportions so as to achieve the best possible outcomes. Mrs. Lisa Crathern of Redhill, United Kingdom, inherited a fortune from her billionaire father – a business tycoon who died recently. She has been considering investing a sizeable proportion of her inheritance in financial assets. Her son, Tom, who is a second year finance undergraduate at Sussex University, Falmer, advised her to seek the services of Efficient Portfolio Agency Limited (EPA Ltd.), a professional investment services firm based in Brighton. Tom explained to Lisa that the firm would perform relevant analysis to determine and advise her about the optimal complete portfolio in which to invest her funds. He took Lisa to the offices of EPA Ltd. to consult with the senior partners.
After an initial assessment of Mrs. Crathern’s level of risk aversion and return expectations, the firm told her that a certain percentage of her funds would be determined and invested in a risk-free asset, and the remaining in an optimal portfolio of two (2) risky assets.
You are a consultant at EPA Ltd, and the senior partner of the firm – Mrs. Sarah Padbury, has asked you to prepare a document for Mrs. Crathern.
REQUIRED:
Write a report to Mrs. Crathern that explains in much detail the analysis that need to be carried out to determine the optimal complete portfolio for her.
The report should describe the procedure that the firm would follow to determine the optimal complete portfolio, and explain the relevance of the analysis to be carried out at different stages. Your work may include tables and graphical illustrations, where necessary.
Your report to Mrs. Crathern should be submitted under a covering note, comprising NOT more than 3 sentences and NOT more than 50 words.
The limit for this report is 1,000 words, plus or minus 10%. In-text graphical illustrations, calculations and any tables/schedules would not count towards the word limit.
The completed work should be sent to the course drop box on study direct by 23:00 hours on
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