Wealth And Risk Management Case Study And Analysis With Solution
The Wealth and Risk Management course examines the various factors that impact investment risks and returns. It explores the characteristics of financial instruments and the application of modern portfolio theory to enable students to provide financial solutions to meet the investment, retirement, protection, estate and tax planning needs of their clients and determine how these solutions can help deal with both expected and unplanned events. However, the implications of these concepts cannot truly be understood until they are put into practice. Thus, the goal of this project is to develop wealth and risk management strategies for the financial planning needs of individuals.
To conduct this project, you will work as part of a two-member team. The scenario for your team is that you are the management team of a well-known Private Wealth Management firm handling HNWI portfolios with initial capital of over $1 million. You want to start investing your initial capital and establish a good track record that will draw the attention of potential investors and attract additional clients to your firm.
Your client is a HNWI investor who does not have much knowledge and experience in wealth management, she/he requires your help. Your client is mainly concerned about the following criteria:
Absolute return: The total dollar increase in the portfolio over the trading period
Risk-adjusted return: The return on the portfolio taking into account the level of
risk assumed by you, as measured by the Sharpe Ratio .As the client feels that investment in equity stocks is the appropriate way to maximize returns and achieve their investment objectives, she/he is keen to invest AED 1 million in stocks listed on the Dubai Financial Market (DFM) and USD 1 million in US Stock Markets through the Virtual Stock Exchange (VSE).
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Case Analysis (25%):
Part I. DFM Stock Game and VSE Active Portfolio Management – Trading period-
Tuesday, 21st April – Tuesday, 5th May 2015 – 10% (Individual)
As an initial investment, you will invest and trade the following amounts for a period of 2 weeks:
1. DFM: Investment Amount – AED 1 million- Minimum 20 trades- Commission AED 0.00275 on each trade.
2. US Equity (VSE): Investment Amount- USD 1 million. Minimum of 30 trades – Commission $10 on each trade.
2.1 Minimum 3 transactions each of:
Market Buy order / Market Sell order
Limit order ( Buy / Sell)
Stop loss / Stop buy order
2.2 Each trade should not be more than 10% of investment ($100,000).
2.3 Not more than 10% of portfolio should be in cash at the end of each week.
In-class Case Study Analysis
(Wednesday, 6th May, 2015) – 15% (Individual)
At the end of 2 weeks, you will do an in-class Individual Case Study Analysis of the DFM and VSE portfolio for the period, together with a final summary, analysis, and evaluation of your client’s portfolio’s performance as of the end of the period. Your case study will require you to answer theoretical questions as well as case based questions.
Your case study will cover the following areas:
Which positions exceeded your expectations? What conditions caused this?
Which positions underperformed? What factors created the performance gap?
What are the key things you learned from your VSE and DFM experience?
How will this experience influence your investing in the future?
Part I- Report- (Due Thursday, 28th May, 2015 – 4 pm)- 15% (Group)
Based on the knowledge gained in this course, you will prepare a report to suggest a multi- faceted plan including investments and savings that would have a positive effect on the wealth of your client. Before starting to invest, you must complete the development of your investment policy statement, objectives, constraints and benchmarks. You are encouraged to consider your own financial needs and objectives and how your own family members could benefit from the application of wealth management strategies. Your report may be 7-10 pages double-spaced report. You will submit the report on safe assign and a hard copy including the references and supporting documents used for the project
Your report should cover the following areas with respect to the client and the investments:
Introduction of Project
1. Introduction of Client and description of client profile
2. Identify Financial Starting Point and Determine ability to save
3. Identify Finish Line-Set Financial Goals and Investment Time Horizon
4. Calculate Required Average Annual Rate of Return
5. Define client’s Investing Personality
6. Determine your Portfolio’s Asset Allocation ( at least 3 asset types)
7. Determine Client’s Diversification Guidelines
8. Develop a written Investment Policy Statement ( IPS)
9. Research and Identify Individual Investments to Purchase ( at least 3 from each
10. Recommend a complete Portfolio Plan for your client with appropriate justification.
Part II- Oral Defense- (Monday, 1st June, 2015- 9- 12 pm)- 5% (Individual) After submission of the report, each student will take an oral defense on their report.
Product Code :Case60
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