Please 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.
Instructions
You should provide slide speaker’s notes with each slide in the PPT to describe how the material applies to your own retirement plans.
Please make sure to write a paragraph description as slide notes commenting on your thoughts relative to each of the bullet points provided on the three tables to be examined.
Just providing a word or an incomplete sentence relative to the bullet point will not be eligible to earn full credit. You will earn a significantly lower grade if the PPT slides do not have written speaker’s notes included in the analysis. Again, just retyping the material in the tables is highly insufficient, and your grade will reflect any lack of analysis and application.
The PowerPoint and the video presentation should cover the material points in tables 22.1, 22.2, and 22.3 on page 690 in the text in Chapter 22. Each point should be focused on the construction of your own strategies for retirement/estate-planning portfolio endeavors. Please review the CFA Institute’s Investment Management Process (Figure 22.1) on page 689 at the beginning of the chapter 22 material.
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. 10 to 14 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. 9 to 10 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. 7 to 10 PPT slides should be dedicated to this table’s material.
There should be a “minimum” of 26-34 slides in total addressed in the presentation and analysis of the tables.
Please provide a Kaltura Video and present a PowerPoint presentation with a minimum of 26-34 slides. The presentation does not have to be in a current APA format, and you may utilize the first person since you are commenting on your analysis of the creation of your own IPS. A presentation of a 15-minute minimum (with a limit of 20 minutes) is required in Kaltura. No points will be deducted if your video runs over the 20-minute ceiling by a few minutes, so make sure to speak freely in presenting your investment strategies.
You may choose to talk through the power-points in your Kaltura video with the webcam or without the webcam during the presentation. You will have this choice as you set up the Kaltura video. Please make sure that the power-point thoroughly addresses each of the points in tables 22.1, 22.2, and 22.3.
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