Investment portfolio for 3 clients


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You are a portfolio manager at a private bank and have recently been assigned three new Naples based clients.

  • Martha is 25 years old. She is a single parent and recently inherited a large sum of money. She is looking to buy a home in three years or less, save for her daughter’s college (she is in elementary school), and plan for her retirement.
  • Keith and Debbie are both 45 years old, married, with two children. They both work and have retirement plans but don’t know anything about them at all. They are concerned about future college expenses (both are in middle school) and retirement.
  • Bernie is 70 years old. He has been retired for 4 years. He owns his home outright (i.e., no mortgage).
  • Using the exhibit shown below, create three portfolios suitable for each client. Each portfolio has a value equal to $1,000,000. The clients only want to invest in US assets.

Required Paper Discussion:

  1. Describe each of the clients, their needs and objectives.
  2. Describe why you chose the assets in the portfolio. Include particular stocks and bonds to invest in for the clients.
  3. How did you decide the amounts to invest into each asset?

The format for the report is:

1. Cover Sheet: Write the name of the assignment, your name, and the date on which the assignment is turned in.

2. Prepare a table of contents with page numbers.

3. The report requires the following information:

  • Investment goals, policies, constraints for each of the three clients;
  • Asset allocation (% in bonds and stocks) by sector, credit quality, duration;
  • Asset allocation – names of the securities (particular recommended bonds and stocks names and the particular amounts allocated)
  • Portfolio management strategies used;
  • Comparison of portfolio performance with benchmarks;
  • Conclusions and recommendations.

4. Use of Graphs, tables, excel attachments or any visual aid which can enhance the quality of the report is recommended

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