10 Apr case study on managing investment portofolio
The overall grade is
based on four factors 1) clarity of writing; 2) clarity of presentation; 3) depth of analysis;
and 4) the investment decision process and recommendations.
Case study
As a recently hired CFA financial analyst for Horizon Investments you have been asked
to make portfolio recommendation and setup an investment policy statement for three
clients of the firm.
At least 5 pages
1) John Lambert has recently received his MBA and currently works for Oracle. He is 26
and recently married. He and his wife have saved nearly $100,000 for a down payment
on a home. He contributes 10% of his salary to a 401K and Oracle provides a 10% match.
The investments are made in mutual funds run by Fidelity Investment. The 401K offered
by Oracle has access to all of the funds offered by Fidelity. John Lambert needs to have
a detailed investment plan set up for his 401K including the name of the funds and
percentage of portfolio to be invested in the funds.
