Assume that you recently graduated with a major in Finance and you landed a job as...

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Finance

Assume that you recently graduated with a major in Finance andyou landed a job as a financial planner with a large financialservices corporation. The organization where you work has aresearch-intensive, value-based philosophy of investment that couldbe summarized as “managing clients’ assets to earn maximum returnsat minimum risk.” Your assignment is to manage wealthy clients’assets. The minimum investment of each client is $100,000, and mostof the investments are long-term (5 years or longer). Write a paperof 8–10 pages, double-spaced, that discusses the following indetail: Investment alternatives including diversified asset mix(bonds, stocks, derivatives, and so on) you would recommend basedon each client’s needs and situations Account management strategies(Include both passive and active strategies) The state of theeconomy’s effects on asset management The impact of estate andother tax considerations to provide optimal financial outcomes
Assume the minimum risk = 0

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Assume that you recently graduated with a major in Finance andyou landed a job as a financial planner with a large financialservices corporation. The organization where you work has aresearch-intensive, value-based philosophy of investment that couldbe summarized as “managing clients’ assets to earn maximum returnsat minimum risk.” Your assignment is to manage wealthy clients’assets. The minimum investment of each client is $100,000, and mostof the investments are long-term (5 years or longer). Write a paperof 8–10 pages, double-spaced, that discusses the following indetail: Investment alternatives including diversified asset mix(bonds, stocks, derivatives, and so on) you would recommend basedon each client’s needs and situations Account management strategies(Include both passive and active strategies) The state of theeconomy’s effects on asset management The impact of estate andother tax considerations to provide optimal financial outcomesAssume the minimum risk = 0