Modern Portfolio(Hedge fund project for risk lover)

Project description
You are working in a wealth management firm and you are required to provide the best investments for two of your clients. Each client has a different

risk tolerance level.
First, identify the needs of two different types of clients and develop an Investment Policy Statement (IPS) for each.
You are required to select two of the best hedge fund indices that can meet the investment objectives of these clients. The two hedge funds will be

combined in an appropriate mix in order to provide an optimal portfolio for each of your clients.
Show how each investment you have created for your clients has performed in practice over a retrospective time period.
For performance measurement purposes assume the portfolio was originally constructed on 2nd January 2014. You will then assess the monthly

performance of your portfolios in April 2014 and recommend some minor modifications (asset allocation decision). Finally mark the performance of the

revised portfolios in August 2014.

The task will be managed as outlined below:
a) Provide a clear and complete statement of the investment objectives and policies (an IPS) for your actively managed portfolio.
(15 marks)
b) Review all markets and by utilising a clear audit trail justify the selection of your hedge fund indices as investment candidates. Use journal

articles to source out contemporary selection methodologies. Databases (Datastream or Bloomberg) need to be used to gather data-sets on individual

funds. Determine accurately, the statistical information you will need for section c). (25 marks)
c) Critically describe the underlying portfolio theory and methodology of the portfolio construction process. (15 marks)
d) Using an appropriate benchmark, appraise the performance of this fund in an interim time period (after it was constructed in January 2014) and

suggest any revisions or any modifications to the portfolio that may be required after a performance evaluation. Finally at the end of your holding

period provide your final verdict on the performance of your portfolio. (35 marks)
e) Marks will also be awarded for report writing skills, analytical skills, research that will demonstrate review of theory and application of

techniques. You are advised to consult journal articles.
(10 marks)

PS:This course work should be finished by pair,what I need to do just finished the half of my coursework, on my part, I am going to make a hedge fund

project for my client who is a risk lover. So this is just the half of the whole coursework.
– the paper should include a first nations/multicultural component

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