Portfolio Management Help Assignment

ASSIGNMENT

This assignment consists of two parts. Please present your work in two separate documents.

Assignments in hard copy are to be handed in to Ms.Rebecca Bonnici, Administrator, Insurance Department by not later than Friday 19th May 2017 at the close of business. Late submissions will have marks deducted pro rata.

Declaration:

By submitting this cover sheet and assignment to the University of Malta, the author  confirms that it is entirely their own work and that all sources published or otherwise, have been properly acknowledged. They agree to their assignment being submitted to Turnitin, a plagiarism detection service, where it may be stored in a database and compared against work submitted from this or any other institutions using the service and/or from any published sources (including internet).    

PART A.  Marks 50

 Ms. Pauline Azzopardi  

Students are to tackle Part A in not more than 1,500 words. 

 “INDIVIDUALS seldom PLAN to FAIL – they simply FAIL to PLAN”

You are an Independent Financial Adviser assisting solicitors’ clients.

You are asked to provide advice in connection with two types of clients:

1. Young couples with children under 10 years
2. Empty Nesters in particular those aged 45-55

Identify areas where advisers and solicitors can work together, in the best interests of their clients.  A number of key considerations and services must be put forward to ensure the “client” is well served with financial products, financial advice and planning solutions which, in tandem with professional advice from solicitors in related legal issues, can serve the client to meet various life and elderly related challenges.

As regards the young couples, please design a financial plan to meet their priority needs. 

As regards the Empty Nesters  you must focus on Portfolio Asset Allocation and also critical financial planning services relating to:

1. Life and Health
2. Retirement planning
3. Funding Long-Term Care
4. Viatical settlements
5. Inheritance Tax Planning

You are expected to describe in detail the plans you recommend with names of actual securities/products where possible.

Assignment  

PART B.  Marks 50 

Mr.Philip Beattie 

Students are to tackle all of the following questions in not more than 1,500 words.

QUESTIONS 

 Outline a generalized framework that could be used to establish investment policies applicable to all investors. List and Briefly explain 5 differences in investment policy that might result from the application of your Question 1 framework to:

a)      the pension plan of a young, fast-growing consumer products company;  and

b)     the modest life insurance proceeds received by a 60-year-old widow with two grown children.

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