Question;The learning objectives of this case are:1. To provide a better understanding of the role of an investment advisor.2. To present a framework for how a portfolio manager attempts to ourperform, through investment select and market timing3. To examine the benefits of diversification4. To examine the development of an invetment policy statement5. To provide aan understanding of the global financial crisis of 2007-20096. To introduce the notion of behavioural finane and how emotions and psychological factors affect investment decisions.The written case presentation will be graded on the extent to which it addressess the following: (questions)1. What is the role of an investment advisor, and how does an advisor such as Rudy Wong attempt to add value?2. What are the pro's and Con's of quetionnaires and profiling (see ase Ehibits 5 and 6 in terms of assisting in the development of an investment plan? what should you include in an invetment policy statement?3. What etent do emotions and psychological factors affect investment decisions, and how should Wong account for this, given the state of the financial markets as of March 2009.4, What investment strategies sna advise should Wong provide to each of his four clients? How should he communicate with each client?
Paper#48906 | Written in 18-Jul-2015Price : $27