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Investment Psychology

Outline the Investment Management Process a. ExplainhowyouwouldstructuretheInvestmentManagementProcess b. The steps you would take in the Investment Management Process c. The Investor Considerations you would need to take into account during the Investment Management Process and the rationale behind taking this approach (i.e. what questions you would ask and why you are asking them) 2. Suggest a Model Portfolio Make a Strategic Asset Allocation from the asset classes you think most appropriate. In other words, how much, in percentage terms, would you advise they invest in each of the asset classes you have selected. 3. Now bring in Investment Psychology – in each for case, make sure you clearly state where you (both you the Client Advisor and the Client themselves) need to be careful of behavioural biases, problems or traps – and what these behavioural biases, problems and traps are for the relevant investor. 4. What heuristics could help or hinder the Investment Management Process and Portfolio Construction for the Client in question that you have outlined about? (HINT: you can refer back to and use some of the work you did for the Mid-Term Project!) 5. What Investment Psychology tools, skills or processes could you employ in each case to make better investment decisions for your client? (HINT: this should link to your answers in section 3 & 4 above) Profile A Your Client is a young Swiss woman in her mid-twenties, who has recently qualified as a vet and has been working in her first job for 10 months. She is currently unmarried, but one day would like a family and children. She enjoys mountain climbing, water skiing, off-piste snow skiing, travel and adventure holidays. She recently inherited 50’000CHF from her aunt and wants to start investing but knows nothing about finance. Her colleague has recommended she contact you for financial advice. Profile B Your Client is 45-year old quantum cryptographer from Zug, who works for tech companies on a freelance or contract basis, which pays extremely well. He is single, has no dependents and no time for or interest in hobbies. He owns his apartment and has a mortgage. Computers, maths and algorithms are his whole life. From his contract work over the past few years, he has amassed 1.5million CHF but has little idea where or how to invest it. He has turned to you for help. Profile C A Swiss couple from St Gallen are in their mid-50 and both currently work part-time. They have grown-up children, own 2 houses and have no mortgage on either property. They currently have an investment portfolio worth 800’000CHF with a rival asset management company but are unhappy with the service and want to bring their portfolio across to your firm and have you manage it going forward. Currently, their portfolio is 90% invested in equities (shares) and 10% on bonds. Of the 90% invested in shares, 60% of this is allocated to publicly traded Swiss companies (but mainly Roche, Nestlé, Novartis) but they are unhappy with the performance of the Swiss Stock Market and have concerns about the Swiss economy too. What new investment solution could you propose? Remarks: We have seen plenty of Investor Types in class and have looked extensively at their behavioural characteristics, so you have plenty of material to draw on. State your assumptions where relevant. There is no word count/page count for this project – just make sure you answer each requirement as completely and logically as possible, always ensuring you justify your responses. Credit will be given for use of examples. Good luck!
Outline the Investment Management Process a. ExplainhowyouwouldstructuretheInvestmentManagementProcess b. The steps you would take in the Investment Management Process c. The Investor Considerations you would need to take into account during the Investment Management Process and the rationale behind taking this approach (i.e. what questions you would ask and why you are asking them) 2.
Assignment ID
812465
Discipline
CREATED ON
9 January 2019
COMPLETED ON
12 January 2019
Price
$40
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