Learning Outcomes:
CLO 1- Recognize the characteristics and risks of stocks, bonds, money market, and property investments.
CLO 4- Analyse and choose appropriate Alternative Investments Portfolio Management.
CLO 5- Evaluate portfolio performance and risk.
(Critical Thinking) Assignment Question(s) :
Q.1.Imagine you are preparing the questionnaire to analyses investor consistency, write at least ten questions by which you can assess the personality of investors’ behavior and decision-making style. (5 Marks)
Q.2.Suppose you’re a Portfolio Manager, what type of investment strategy would you formulate for “Spontaneous Type” of Investors? (2.5 Marks)
Q.3. Describe the principal types of foundations in Saudi Arabia, as distinguished by their purpose, sources of funds, and annual spending requirements. (2.5 Marks)
Q.4. As a portfolio manager how would you use prior investment experience in selecting an asset allocation? (2.5 Marks)What would you specifically consider in determining an asset allocation for individual and institutional investors?(2.5 Marks)
