Investment Portfolio Considerations

Paper Summary:

This paper presents a case study analysis of a fund manager who was charged with investing 100,000,000 euro for a period of approximately two months. The paper discusses the investment objective and the target return on this portfolio and then examines the factors that need to be considered when investing for such an extremely short period of time.

Table of Contents:
Executive Summary
Content Page
Introduction
Investment Strategy
Selection and Adjustments
Changes in Asset Values
Portfolio Performance
Recommendations

From the Paper:

"The desired objective(s), return on equity, and risk assumption levels of the investor should all be considered when investing monies for the investor. A sense of responsibility towards the investor, and the investor's monies, should be diligently maintained by the manager of such funds. Acquiring the necessary information concerning the investor should be accomplished before the fact and both parties should have an equal understanding of the investment objectives and the risks that will be taken by the manager in order to achieve those investment objectives."

Sample of Sources Used:

• Fernald, J.; Rogers, J.H.; (2002) Puzzles in the Chinese stock market, The Review of Economics and Statistics, Vol. 84, No. 3, pp. 416 - 432
• Mullen, J.K.; Williams, M.; (2005) Foreign direct investment and regional economic performance, Kyklos, Vol. 58, No. 2, pp. 265 - 282

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