Portfolio Management

PART 1:

BASED ON THE FILE:

• “A HISTORY OF THE METHODOLOGIES THAUGHT: FROM MODERN PORTFOLIO THEORY TO MOMENTUM” (CHECK SLATE, WEEK 12 CONTENT)

WRITE A 1 PAGE ESSAY ON THE HISTORY OF THE TRADING SYSTEMS DESCRIBED THERE.

PART 2:

BASED ON THE FILES:

• “A POWERFUL [ETF PORTFOLIO] MOMENTUM MANAGING STRATEGY”
• “A SAFE FUNDAMENTAL STOCK PORTFOLIO MANAGING STRATEGY”

WRITE A 1 PAGE ESSAY SUMMARIZING THESE TWO TRADING SYSTEMS.

PART 3:

BASED ON THE FILE:

• “HOW TO START AND DEVELOP A FAMILY OFFICE”

WRITE A 1 PAGE ESSAY ABOUT HOW YOU WOULD STRUCTURE YOUR OWN INVESTMENT FIRM.

IF YOU WISH YOU CAN WRITE THIS ESSAY AS A 1 PAGE MICRO-BUSSINESS PLAN, OR ELSE AS THE EXECUTIVE SUMMARY OF A LARGER BUSSINESS PLAN. YOU CAN QUOTE PART 2 OF YOUR PAPER IF YOU WANT.

RUBRIC:

• TRY TO AVOID “READY MADE” PHRASES AND “CLICHES”, AS WELL AS GRAMMATICAL, SYNTACTICAL AND ORTOGRAPHIC ERRORS.
• CARE FOR YOUR WRITING STYLE. (HAVE SOMEONE READ YOUR PAPER BEFORE HANDING IT IN). GOOD WRITING IS A FUNDAMENTAL SKILL IN FINANCE. YOUR CLIENT WILL JUDGE YOU BASED MORE ON WHAT YOU WRITE THAN ON WHAT YOU SAY. TO BE SUCCESSFUL YOU MUST CULTIVATE THIS SKILL.
• TRY TO HANDLE FINANCIAL TERMS PROPERLY AND PRECISELY IN THIS PAPER. AVOID MAKING VAGUE REFFERENCES TO ILL DEFINED FINANCIAL CONCEPTS.
• ORIGINALITY SHOULD BE ONE OF YOUR GOALS HERE. YOUR PERSONAL VIEW OF WHAT AN IDEAL FINANCIAL FIRM SHOULD BE IS AN IMPORTANT COMPONENT OF YOUR WORK.
• TO COMPLEMENT ALL THE PREVIOUS POINTS, REFLECT ON THE COMMENTS ANDY KOHAR (FROM AGF) MADE ON HIS OWN PERSONAL CAREER, ON RISK MANAGEMENT, ON TECHNICAL VS FUNDAMENTAL PORTFOLIO MANAGEMENT METHODOLOGIES, ON THE INCIDENCE OF TECHNOLOGY IN TODAYS AND TOMORROW MARKETS AND ON THE AGGREGATE VALUE OF THE ADVISORY TO THE CLIENTS INVESTMENT REGIME.