Money Management_ Funds and ETFs
Discern how a more effective ethics programs and a more viable code of conduct could have mitigated the ethical issues faced by Nike
August 7, 2017Use of Personal Electronic Devices (PED’s)
August 7, 2017Task
Money Management – Final Assessment
First analyse your own situation and risk profile (character, life-style,
time horizon, objectives, etc), then reflect this is a portfolio of funds
or ETF using the examples and providers chosen from David Costa’s book
(you can also use any ETF available in the Morningstar database).
Before selecting the investment vehicles you will need to determine your
asset allocation and justify it.
You are not obliged to prefer ETFs over investment funds; make you choices
and say why. Introduce an element of timing into your investment plan.
(Essay: max 3000 words, plus tables as appropriate. tables and annexes are
not part of the word count).
Please note: As this is an essay you will need to use appropriate
referencing system using the Harvard referencing system. You will be
penalized for inaccurate, missing and erroneous referencing.
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