Case Problem Investment Strategy J. D. Williams, Inc. is an investment advisory firm that manages m

Aug 1st, 2016
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Managerial Report 1. Recommend how much of the $800,000 should be invested in each of the three funds. What is the annual yield you anticipate for the investment recommendation? 2. Assume that the client's risk index could be increased to 0.055. How much would the yield increase, and how would the investment recommendation change? 3. Refer again to the original situation where the client's risk index was assessed to be 0.05. How would your investment recommendation change if the annual yield for the growth fund were revised downward to 16 percent or even to 14 percent? 4. Assume that the client expressed some concern about having too much money in the growth fund. How would the original recommendation change if the amount invested in the growth fund is not allowed to exceed the amount invested in the income fund? 5. The asset allocation model you developed may be useful in modifying the portfolios for all of the firm's clients whenever the anticipated yields for the three funds are perio

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20Case ProblemInvestment StrategyInvestment Strategy Case ProblemLearning Outcomes: Apply statistical analysis tools to evaluate data Interrupt statistical results, apply to decision-making, argue a decision, and write a reportKeep in mind the structure of your written report as it is critical. All reports begin withan introduction to the case. In it you outline briefly what the company does, how it developedhistorically, what problems it is experiencing, and how you are going to approach the issuesaddressing the questions at the end of the case. Do this sequentially by writing, for example,"First, we discuss the environment of Company X...Third, we discuss Company Xs businesslevel strategy... Last, we provide recommendations for turning around Company Xs business.Make sure you use plenty of headings and subheadings to structure your analysis. For example,have separate sections on any important conceptual tool you use. Thus, you might have a sectionon Porters five forces model as part of your analysis of the environment. You might offer aseparate section on portfolio techniques when analyzing a companys corporate strategy. Tailorthe sections and subsections to the specific issues of importance in the case.In the third part of the case write-up, present your solutions and recommendations. Becomprehensive, and make sure they are in line with the previous analysis so that therecommendations fit together and move logically from one to the

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