10 Sep You should prepare an executive memo and submit a document in Word format. Wordcount between 1500-2000. ? ?You sho
· You should prepare an executive memo and submit a document in Word format. Wordcount between 1500-2000.
· You should submit an Excel file used to perform your calculations.
· Cover, Table of Contents, References and Appendix are excluded of the total wordcount.
· Font: Arial 12,5 pts.
· Text alignment: Justified.
1. Assume you are an investment advisor. Your client is unsure what are the main benefits and reasons for investing in a Mutual Fund or in an index fund with an ETFs.
a. Explain the main differences and similarities between each other
b. Explain what are the main advantage and disadvantage of investing in mutual funds or ETFs versus investing in Equity Stocks.
c. Explain the difference between investing in fixed income and an ETF that follows the S&P 500.
d. Explain the main difference between active and passive management
e. Explain what is a sector fund
2. Go to https://www.morningstar.com
a. What information does provide the Morningstar Style Box®?
b. Morningstar assigns a Rating to each Mutual Fund. What are the criteria they use to assign this rating?
c. Use the information provided above (style box and ratings) to choose 2 different mutual funds/ETFs (4 funds/ETFs per each portfolio) to prepare 2 portfolios for 2 different types of investors:
iii. The total amount to invest in each portfolio is 10.000€.
d. In half a page for each portfolio, explain:
i. The rationale behind choosing the given funds/ETFs per each portfolio
ii. The criteria chosen to build each portfolio
e. Follow up the prices for all 2 portfolios for a week. Calculate the return for each portfolio at the end of theweek. Explain your results.
HOW OUR WEBSITE WORKS
Our website has a team of professional writers who can help you write any of your homework. They will write your papers from scratch. We also have a team of editors just to make sure all papers are of
HIGH QUALITY & PLAGIARISM FREE.
To make an Order you only need to click ORDER NOW and we will direct you to our Order Page at WriteDen. Then fill Our Order Form with all your assignment instructions. Select your deadline and pay for your paper. You will get it few hours before your set deadline.
Deadline range from 6 hours to 30 days.
Once done with writing your paper we will upload it to your account on our website and also forward a copy to your email.
Upon receiving your paper, review it and if any changes are needed contact us immediately. We offer unlimited revisions at no extra cost.
Is it Safe to use our services?
We never resell papers on this site. Meaning after your purchase you will get an original copy of your assignment and you have all the rights to use the paper.
Our price ranges from $8-$14 per page. If you are short of Budget, contact our Live Support for a Discount Code. All new clients are eligible for 20% off in their first Order. Our payment method is safe and secure.
Please note we do not have prewritten answers. We need some time to prepare a perfect essay for you.