Grand Canyon University Individual Portfolio Investment Policy Statement

The purpose of this assignment is to develop an investment policy statement, including a recommended portfolio, for a potential client.

The instructor will assign you a scenario that includes a client’s pertinent personal and financial information. Using the same scenario from your previous assignments, discuss the client’s information and develop an investment policy statement for your client. Offer recommendations for the client’s portfolio and provide a justification for the recommendations presented.

Make all necessary revisions and corrections to previous assignments “Individual Portfolio Project – Parts I and II.” Combine the instructor feedback and all elements into one cohesive portfolio project.

The policy statement should be 750-1,000 words (excluding graphs and charts) and must include the following information:

1. An overview of the client;
2. A detailed explanation of the investment policy statement, including the investment and objectives for the portfolio based on the unique needs and preferences of the client;
3. A description of any investment constraints, liquidity needs, and the client’s time horizon –– be sure to incorporate knowledge from the course that may include the discussion of: expected standard deviation, risk/reward, downside deviation, present/future value of investment, etc.
4. Data presented in the form of numbers, graphs, and charts — utilize the Monte Carlo illustration of outflows;
5. A justification of each investment recommendation you will make to the client;
6. Justification for your policy recommendations based on the principles of modern portfolio theory;
7. Core allocation percentage targets and ranges;
8. Tactical allocation percentage ranges;