INVESTMENT OBJECTIVES, STRATEGIES AND MANAGEMENT

INVESTMENT OBJECTIVES, STRATEGIES AND MANAGEMENT

  • Discuss the rewards and risks associated with investment in bonds, stocks and other alternative assets
  • What are the benefits and risks of investing in one stock/bond versus investing in a basket (portfolio) of stocks/bonds?  Explain and illustrate  how diversification works.
  • Why is it important to establish investment objectives, policies and strategies prior to making investment decisions? What are benchmarks and how do they help? Do investment portfolios need to be re-balanced? Why and why not? How often should they be re-balanced?
  • Should portfolio manager performances be evaluated using different benchmarks? If a portfolio manager is producing great    returns why should benchmarks matter? Can’t we just use one benchmark or no         benchmark at all?
  • What are yield curve strategies and portfolio immunization? When are they considered appropriate to  use?
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