As a newly accredited Financial Adviser, your manager requires you to give a short presentation...
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Finance
As a newly accredited Financial Adviser, your manager requires you to give a short presentation to a group of interns who were recruited recently. They have already attended their first round of training regarding the collection of information and understanding clients needs and objectives. Your presentation is expected to explain the asset allocation and selection of investments in achieving a set financial objective for a Balanced type of investor.
1. The characteristics of a Balanced type of investor
2. the asset classes appropriate and investment choices available for Balanced investors;
3. why such investment choices are appropriate for these investors;
- importance of choosing the right mix in achieving financial objectives;
- risk and return characteristics of each choice;
- advantages and disadvantages of your choice.
(choice refers to assets you would recommend to an investor who is classed as balanced.)
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