11 Jan Explain
The purpose of this assignment is to help you break down the final Individual Portfolio Project into smaller tasks and to obtain instructor feedback for each step.
Additional information to address in the paper includes:
- An overview of the client;
- A detailed explanation of the investment policy statement based on the unique needs and preferences of the client, including an explanation of the investment and objectives for the portfolio; and
- A description of any investment constraints, liquidity needs, and the client's time horizon (be sure to incorporate knowledge from the course that may include the discussion of: expected standard deviation, risk/reward, downside deviation, present/future value of investment, etc.).
This paper should be a minimum of 500 words and supported with scholarly resources.
Endowment Scenario
The University of North Carolina Wilmington Endowment
UNCW is a modest-size endowment of approximately $100 million with a significant amount of information available in the public domain.
The long-term annual real return objective is +5.5% (i.e. inflation plus 5.5%), net of covering reasonable and appropriate charges to administer fundraising.
The Endowment update presented to the UNCW Board of Trustees on 10/24/19 can be found here (that and a massive list of other resources can be found at the UNCW Endowment link shared above).
The annual spending policy is 4.5% plus a 1.25%/year endowment administrative fee.
Please review the latest endowment update in the context of the endowment's spending, real return objectives, and administrate fee constraint. Recommend whether and what changes to the 12/31/19 asset class and allocation targets should be considered. Please include scholarly resources to support your recommendations.
FIN-655-RS-Benchmark-IPS-Case-Scenarios-Endowment.pdf
Our website has a team of professional writers who can help you write any of your homework. They will write your papers from scratch. We also have a team of editors just to make sure all papers are of HIGH QUALITY & PLAGIARISM FREE. To make an Order you only need to click Ask A Question and we will direct you to our Order Page at WriteDemy. Then fill Our Order Form with all your assignment instructions. Select your deadline and pay for your paper. You will get it few hours before your set deadline.
Fill in all the assignment paper details that are required in the order form with the standard information being the page count, deadline, academic level and type of paper. It is advisable to have this information at hand so that you can quickly fill in the necessary information needed in the form for the essay writer to be immediately assigned to your writing project. Make payment for the custom essay order to enable us to assign a suitable writer to your order. Payments are made through Paypal on a secured billing page. Finally, sit back and relax.
About Wridemy
We are a professional paper writing website. If you have searched a question and bumped into our website just know you are in the right place to get help in your coursework. We offer HIGH QUALITY & PLAGIARISM FREE Papers.
How It Works
To make an Order you only need to click on “Order Now” and we will direct you to our Order Page. Fill Our Order Form with all your assignment instructions. Select your deadline and pay for your paper. You will get it few hours before your set deadline.
Are there Discounts?
All new clients are eligible for 20% off in their first Order. Our payment method is safe and secure.