Chapter 22 Implementation & Application: Due Date of Week-7.
discuss and analyze your own investment management process (IMP) and develop your own investment policy statement (IPS) with regard to wealth creation and retirement planning. Discuss investment objectives and constraints in the development of your IPS. Comprehensively integrate the topics learned throughout the course.
The PowerPoint and the video presentation should cover the material points in tables 22.1, 22.2, and 22.3 on page 708 in the text in Chapter 22. Each point should be focused on the construction of your own strategies for retirement/estate-planning portfolio endeavors.
Table 22.1 addresses the “Components of the Investment Management Process”, to include the topics of planning, execution of the portfolio construction and revisions, and the feedback process. “Ten” slides at a minimum should be dedicated to this table’s material.
Table 22.2 addresses the “Components of the Investment Policy Statement (IPS)”. Note that the nine points should be addressed in your presentation. Remember that you are the client. This is an applied future prescriptive exercise assignment. “Nine to ten” PPT slides should be dedicated to this table’s material.
Table 22.3 addresses the “Determination of Portfolio Policies”, to include the objectives and the constraints. “Two to three” PPT slides should be dedicated to this table’s material.
There should be 23 slides in total at a minimum addressed in the presentation and analysis of the tables.
Please provide a Kaltura Video and a PowerPoint presentation to the appropriate, but separate, drop-boxes within the week-7 course content tab. The presentation does not have to be in an APA format, and you may utilize the first person since you are commenting on your analysis of the creation of your own IMP and IPS. A presentation of a 10-minute minimum (with a limit of 15-minutes) is required in Kaltura.
