15 Sep ?Explain the main differences and similarities between each other b. ?Explain what are the main advantage and disa
· You should prepare an executive memo and submit a document in Word format. Wordcount between 1500-2000.
· You should submit an Excel file used to perform your calculations.
Formalities:
· Cover, Table of Contents, References and Appendix are excluded of the total wordcount.
· Font: Arial 12,5 pts.
· Text alignment: Justified.
1. Assume you are an investment advisor. Your client is unsure what are the main benefits and reasons for investing in a Mutual Fund or in an index fund with an ETFs.
a. Explain the main differences and similarities between each other
b. Explain what are the main advantage and disadvantage of investing in mutual funds or ETFs versus investing in Equity Stocks.
c. Explain the difference between investing in fixed income and an ETF that follows the S&P 500.
d. Explain the main difference between active and passive management
e. Explain what is a sector fund
2. Go to https://www.morningstar.com
a. What information does provide the Morningstar Style Box®?
b. Morningstar assigns a Rating to each Mutual Fund. What are the criteria they use to assign this rating?
c. Use the information provided above (style box and ratings) to choose 2 different mutual funds/ETFs (4 funds/ETFs per each portfolio) to prepare 2 portfolios for 2 different types of investors:
i. Aggressive
ii. Conservative
iii. The total amount to invest in each portfolio is 10.000€.
d. In half a page for each portfolio, explain:
i. The rationale behind choosing the given funds/ETFs per each portfolio
ii. The criteria chosen to build each portfolio
e. Follow up the prices for all 2 portfolios for a week. Calculate the return for each portfolio at the end of theweek. Explain your results.
Our website has a team of professional writers who can help you write any of your homework. They will write your papers from scratch. We also have a team of editors just to make sure all papers are of HIGH QUALITY & PLAGIARISM FREE. To make an Order you only need to click Ask A Question and we will direct you to our Order Page at WriteEdu. Then fill Our Order Form with all your assignment instructions. Select your deadline and pay for your paper. You will get it few hours before your set deadline.
Fill in all the assignment paper details that are required in the order form with the standard information being the page count, deadline, academic level and type of paper. It is advisable to have this information at hand so that you can quickly fill in the necessary information needed in the form for the essay writer to be immediately assigned to your writing project. Make payment for the custom essay order to enable us to assign a suitable writer to your order. Payments are made through Paypal on a secured billing page. Finally, sit back and relax.
Do you need help with this question?
Get assignment help from WriteEdu.com Paper Writing Website and forget about your problems.
WriteEdu provides custom & cheap essay writing 100% original, plagiarism free essays, assignments & dissertations.
With an exceptional team of professional academic experts in a wide range of subjects, we can guarantee you an unrivaled quality of custom-written papers.
Chat with us today! We are always waiting to answer all your questions.