These are the instructions it should be based off the google doc attached. 5. Co

These are the instructions it should be based off the google doc attached.
5. Company/fund/money market instrument analysis: 2 to 3-page summary (detailed analyses as appendixes: 1 page per company)
In case of investment in mutual funds, you will include analysis of the promising funds (stock funds, bond funds, money market mutual funds) to rationalize why you would select a particular vehicle. Rationalize as to why you select certain companies/funds over so many others. Selection must be based on some well thought out criteria as you do for industry analysis. Include as appendix(es) relevant historical data on each instrument selected. The outcome of industry/sector analysis and company/fund/money market instrument analysis is the resolution of the security selection decision. (The outcome of economic analysis, as indicated earlier, is the resolution of asset allocation decision). Once again, include detailed company/fund/money market instrument analysis as appendix(es) and summarize your analyses in the management summary.

Leave a Reply

Your email address will not be published.