Investment Portfolio Construction – Accounting and Finance Assignment Help

Assignment Task

Task

You currently work for an individual client adviser for Bell Potter Securities, a leading Australian stockbroking and investment advisory firm, which provides investment advice, share trading and wealth management services primarily to high net-worth individual and institutional clients. These clients pay full-service advisory and commission fees to your firm in return for the provision of initial investment planning and evaluation services, ongoing investment and related advice and the development and management of investment strategies and portfolios on their behalf. 

You have just been assigned a new client to represent. Due to the ongoing adverse impacts of the COVID-19 pandemic on local and international tourism, they have recently sold a network of franchised travel agency businesses and are looking to invest some of the sale proceeds in an investment portfolio focusing on Australian and international share markets. The client has allocated A$8.5 million for the creation of an investment portfolio, and they have approached your firm for investment advice and to act as their stockbroker and portfolio manager in developing and managing this investment portfolio in the future. The client has provided the following brief and guidelines associated with their desired investment strategy and portfolio requirements:

Required:

This case study requires the preparation of an investment portfolio proposal document to be provided to the client, which should include the following information:

• A brief and informative summary of the current investment environment, both in Australia and internationally and linking with the client’s requirements, and identification of any key economic or financial indicators or events impacting on the near-term investment environment.

• Presentation of the underlying investment philosophy and portfolio strategy proposed for the client, including consistency of alignment with the indicated requirements of the client.

• Explanation and justification for this strategy, individually or relative to alternatives, should be provided.

• A description, in table or similar format, of the recommended portfolio components, indicating the selected assets/securities and the magnitudes of investment in each.

• If required, a brief explanation of how each of the recommended investment components alignswith the overall investment strategy.

• Assume this portfolio construction is being done on Monday 11 April 2022.

• You should use the spreadsheet file provided with the case study information to complete the investment strategy development and portfolio construction requirements.

This Accounting and Finance Assignment has been solved by our Accounting and Finance Expert at TV Assignment Help. Our Assignment Writing Experts are efficient to provide a fresh solution to this question. We are serving more than 10000+ Students in Australia, UK & US by helping them to score HD in their academics. Our Experts are well trained to follow all marking rubrics & referencing Style. Be it a used or new solution, the quality of the work submitted by our assignment experts remains unhampered. You may continue to expect the same or even better quality with the used and new assignment solution files respectively. There’s one thing to be noticed that you could choose one between the two and acquire an HD either way. You could choose a new assignment solution file to get yourself an exclusive, plagiarism (with free Turn tin file), expert quality assignment or order an old solution file that was considered worthy of the highest distinction.