Portfolio Investment Strategy - Investment brief for wealthy private customer

Investment brief for wealthy private customer

Seminar paper from the year 2006 in the subject Business economics - Banking, Stock Exchanges, Insurance, Accounting, grade: A, Anglia Ruskin University, course: Portfolio Investment Strategy, 12 entries in the bibliography, language: English, abstract: This investment recommendation is made due to your recent request to provide you, Mr. Gorham an optimal investment strategy. The report and its tailor made advice on a certain investment strategy are based on your personal evaluation and backgrounds, provided during our meeting in March 2006. Regarding capital appreciation as you major investment objective, your portfolio will consist of an appropriate mix of securitized assets. To achieve maximal capital appreciation due to your medium-risk tolerance level it is necessary to analyze the different asset categories used, to maintain risk-reward comparisons. During the allocation of the portfolio's asset categories, a compromise is needed to between maximum return and risk avoidance.