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Portfolio Planning & Construction ,IPS example and write for

f. Appendices (required) i. Strategic Asset Allocation What is the ideal long-term mix of assets for the investor? Include target weighting of the assets in the portfolio as well as tolerance for asset drift. This should be done in Microsoft Excel. 1. 2. ii. Tactical Asset Allocation How will the current portfolio deviate from the Strategic Asset Allocation (if at all) given your current capital market expectations? What capital market expectation lead you to deviate the current portfolio from the strategic asset allocation? 1. 2. 3. This should be done in Microsoft Excel 1. Provide the proposed security allocation for each account for the 2. This should be done in Microsoft Excel. ii. Security Selection nvestor. f. Appendices (required) i. Strategic Asset Allocation What is the ideal long-term mix of assets for the investor? Include target weighting of the assets in the portfolio as well as tolerance for asset drift. This should be done in Microsoft Excel. 1. 2. ii. Tactical Asset Allocation How will the current portfolio deviate from the Strategic Asset Allocation (if at all) given your current capital market expectations? What capital market expectation lead you to deviate the current portfolio from the strategic asset allocation? 1. 2. 3. This should be done in Microsoft Excel 1. Provide the proposed security allocation for each account for the 2. This should be done in Microsoft Excel. ii. Security Selection nvestor

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