Hi there, just wondering if I could get a bit of help here with this investment report that i have to do.
The task outline is:
A middle aged working client, inexperienced in managing money, has inherited $1,000,000. You have been retained to provide an investment report that outlines...
- The types and features of financial instruments available
- Returns available for investors and their risks
- Advice on a suggested investment portfolio
Theres more to the assessment but its only those three elements which i cant entirely get my head over. I was hoping i could get a bit of advice on which direction to look. The types of financial instruments i'm assuming are assets eg cash, property etc. The returns and risks I have close to no idea, am i suppose to look for share or loan prices and rates? if so what/where exactly am i looking for? And for the investment portfolio i guess involves me just picking various institutions to invest in, try make it look diverse?
bleh i hope i made sense
thanks for reading.
The task outline is:
A middle aged working client, inexperienced in managing money, has inherited $1,000,000. You have been retained to provide an investment report that outlines...
- The types and features of financial instruments available
- Returns available for investors and their risks
- Advice on a suggested investment portfolio
Theres more to the assessment but its only those three elements which i cant entirely get my head over. I was hoping i could get a bit of advice on which direction to look. The types of financial instruments i'm assuming are assets eg cash, property etc. The returns and risks I have close to no idea, am i suppose to look for share or loan prices and rates? if so what/where exactly am i looking for? And for the investment portfolio i guess involves me just picking various institutions to invest in, try make it look diverse?
bleh i hope i made sense
thanks for reading.