construction and management of a global macro fund.

Assignment topic
Coursework on the construction and management of a global macro fund.
You are working in a wealth management firm and you are required to provide the best
investments for two of your clients. Each client has a different risk tolerance level.
First, identify the needs of two different types of clients and develop a Private
Placement Memorandum (PPM) for each.
You are required to create a portfolio for each client that can meet their investment
objectives. The two index funds will comprise of 4 US sector indices that are combined
in an appropriate mix to provide an optimal portfolio for each of your clients.
Create a portfolio based on weekly returns over the period January 2015 to December
Then show how each portfolio you have created for your clients has performed in
practice over a test period from January 2020 to December 2020.
Recommend some minor modifications (asset allocation decision) after monitoring.
The task requirement:
a) Provide a clear and complete statement of the investment objectives and policies
for your actively managed portfolios.
(15 marks)
b) Review all markets and by utilising a clear audit trail justify the selection of
your sector indices as investment candidates. Use journal articles to source out
contemporary selection methodologies. Databases (Yahoo Finance, Google)
need to be used to gather data-sets on individual funds. Determine accurately,
the statistical information you will need for section c).

(25 marks)
Westminster Business School MSc Investment and Risk Finance
Professor H. Thapar and Dr M. Matovic

Don't use plagiarized sources. Get Your Custom Essay on
construction and management of a global macro fund.
Just from $13/Page
Order Essay

c) Critically describe the underlying portfolio theory and methodology of the
portfolio construction process.

(15 marks)

d) Using an appropriate benchmark, appraise the performance of this fund over
the investment period and suggest any revisions or any modifications to the
portfolio that may be required after a performance evaluation. Finally, at the
end of your holding period provide a critique of the methodology.
(35 marks)

e) Marks will also be awarded for report writing skills, analytical skills,
research that will demonstrate review of theory and application of techniques.
You are advised to consult journal articles.
(10 marks)

Calculate the price
Make an order in advance and get the best price
Pages (550 words)
*Price with a welcome 15% discount applied.
Pro tip: If you want to save more money and pay the lowest price, you need to set a more extended deadline.
We know how difficult it is to be a student these days. That's why our prices are one of the most affordable on the market, and there are no hidden fees.

Instead, we offer bonuses, discounts, and free services to make your experience outstanding.
How it works
Receive a 100% original paper that will pass Turnitin from a top essay writing service
step 1
Upload your instructions
Fill out the order form and provide paper details. You can even attach screenshots or add additional instructions later. If something is not clear or missing, the writer will contact you for clarification.
Pro service tips
How to get the most out of your experience with Home Work Stand
One writer throughout the entire course
If you like the writer, you can hire them again. Just copy & paste their ID on the order form ("Preferred Writer's ID" field). This way, your vocabulary will be uniform, and the writer will be aware of your needs.
The same paper from different writers
You can order essay or any other work from two different writers to choose the best one or give another version to a friend. This can be done through the add-on "Same paper from another writer."
Copy of sources used by the writer
Our college essay writers work with ScienceDirect and other databases. They can send you articles or materials used in PDF or through screenshots. Just tick the "Copy of sources" field on the order form.
See why 20k+ students have chosen us as their sole writing assistance provider
Check out the latest reviews and opinions submitted by real customers worldwide and make an informed decision.
Business Studies
Amazing job on a tight deadline. Met all requirements and some. Will hire again if needed.
Customer 452445, March 3rd, 2022
Excellent work, thank you so much for doing this on such short notice! You're a lifesaver!
Customer 452445, January 21st, 2022
Human Resources Management (HRM)
Great paper and delivered on time.
Customer 452445, January 27th, 2022
You have done a fantastic job ???? thank you.????
Customer 452445, January 14th, 2022
Human Resources Management (HRM)
I am very pleased with your work and how it was completed in a timely manner. I will be requesting this writer for future assignments. Excellent work!
Customer 452445, June 10th, 2022
Health Care
Very well written and done earlier than scheduled. Thank you!
Customer 452445, January 12th, 2022
Very well written and very impressed with this service!
Customer 452445, June 14th, 2022
I am so pleased with your services Thank you so much for a well-done job with my papers!
Customer 452445, January 12th, 2022
Great writer. I get a 100 on everything I turn in from here :)
Customer 452445, January 16th, 2022
Classic English Literature
The writer was incredibly fast and answered all of my Questions in a timely manner!
Customer 452445, June 16th, 2022
Criminal law
Great experience with this writer, my paper is always ready before my deadline and done professionally.
Customer 452445, January 28th, 2022
Business Studies
Remarkable work!! Always helpful and amazing communication!!
Customer 452445, January 4th, 2022
Customer reviews in total
Current satisfaction rate
3 pages
Average paper length
Customers referred by a friend
15% OFF your first order
Use a coupon FIRST15 and enjoy expert help with any task at the most affordable price.
Claim my 15% OFF Order in Chat

Order your essay today and save 15% with the discount code ESSAYHELP