Project Portfolio theory

©Ella Khromova
Letter from your CEO
Stocks
Bonds
Client Profile
Target-setting
Project
Dear financial analysts,
As you know we got 9 new clients this week and all of them are waiting for their portfolio proposal from our Investment fund by Monday (15/10/2018). Please note that our clients are very busy, so you will have no more than 12 minutes for your presentation and 4 minutes for Q&A session. Also note that all clients want to hear all of the team members during presentation in order to get acquainted with their future investment consultants.
All our clients want a portfolio (that contains at least 3 securities) that is well-diversified in terms of different financial instruments, countries and industries and that perfectly satisfy their needs. Clients profiles with detailed information can be seen below. If you cannot satisfy the requirements perfectly, provide the closest estimate and explain why it was impossible to fulfill clients needs. If you can find better return under the risk profile of your client – show it!
Our research team prepared some current materials on bonds and stocks that will help you to construct a proper portfolio. However, you are free to use any other sources to find out more information on these financial instruments or even suggest investment in some other securities. Any current news about the companies that you have decided to include in your portfolio is welcomed.
Good luck!
CEO of IR-INVEST Corp
Ella Khromova

©Ella Khromova
Hints from your CEO
Stocks
Bonds
Client Profile
Target-setting
Project

©Ella Khromova
Client profile
Stocks
Bonds
Client Profile
Target-setting
Project

©Ella Khromova
Client profile
Stocks
Bonds
Client Profile
Target-setting
Project

©Ella Khromova
Client profile
Stocks
Bonds
Client Profile
Target-setting
Project

©Ella Khromova
Italy government bond
Stocks
Bonds
Client Profile
Target-setting
Project

©Ella Khromova
UBS bond
Stocks
Bonds
Client Profile
Target-setting
Project

©Ella Khromova
USA Treasury bond
Stocks
Bonds
Client Profile
Target-setting
Project

©Ella Khromova
Barclays bond
Stocks
Bonds
Client Profile
Target-setting
Project

©Ella Khromova
Turkey government bond
Stocks
Bonds
Client Profile
Target-setting
Project

©Ella Khromova
JPMorgan bond
Stocks
Bonds
Client Profile
Target-setting
Project

©Ella Khromova
Transocean bond
Stocks
Bonds
Client Profile
Target-setting
Project

©Ella Khromova
Bond volatility estimation
Stocks
Bonds
Client Profile
Target-setting
Project