Assess how global forces may affect market performance (and wealth management strategies) in the coming year with respect to the primary markets you are considering.Present an asset allocation option for the client to consider for the upcoming year. In particular, address how the client might allocate investments among different securities-related productsSubmit assignment as a Word document that is 2-4 pages in length with double spacing, 12-point Times New Roman font, and oneinch margins.
Organizational Analysis & Design Plan: Project Description and Scoring Guide FIN 450 Final Project Part I Milestone One Guidelines and Rubric You will submit a draft of the market environment and asset allocation sections of the final project. Assess how global forces may affect market performance (and wealth management strategies) in the coming year with respect to the primary markets you are considering. For example, are particular markets more promising than others? Are there any law changes on the horizon? Resource shortages? Political or economic changes? What implications do these have for the client’s investment decisions? Next, you will present an asset allocation option for the client to consider for the upcoming year. In particular, address how the client might allocate investments among different securities-related products. Analyze how the tax consequences associated with various financial products in diverse global markets might affect the client’s portfolio planning decisions. How does portfolio diversification affect risks and returns to the client? Specifically, the following critical elements must be addressed: I. Market Environment. Use this section to assess how global forces may affect market performance (and wealth management strategies) in the coming year with respect to the primary markets you are considering. Support your response with relevant market research and analysis. For example, are particular markets more promising than others? Are there any law changes on the horizon? Resource shortages? Political or economic changes? What implications do these have for the client’s investment decisions? II. Asset Allocation. In this section, you should present an asset allocation option, composed of diverse asset types, for the client to consider for the upcoming year. In particular, you should make suggestions with respect to the following: a) How might the client allocate investments among different securities-related products? Use pie charts to show different allocation options and explain the risks and returns of the different investment products. (Note that your allocation options must include a variety of securities-related products in different markets.) b) Analyze how the tax consequences associated with various financial products in diverse global markets might affect the client’s portfolio planning decisions. Support your answer with relevant examples, research, and analysis. For example, how does taxation affect decisions on which securities or markets to invest in? c) How does portfolio diversification affect risks and returns to the client? Your answer should be designed for eventual use with the client, using clear, non-technical language. In other words, explain to the client how investing in just one market or almost entirely in one type of instrument would affect risks and returns, compared to investing in diverse markets and products. Rubric Guidelines for Submission: Submit assignment as a Word document that is 2-4 pages in length with double spacing, 12-point Times New Roman font, and one- inch margins. Critical Elements Proficient (100%) Needs Improvement (75%) Not Evident (0%) Value Market Environment Assesses effects of global forces on markets and strategies, supporting response with relevant market research and analysis Assesses effects of global forces on markets and strategies, supporting response with market research and analysis, but response is cursory, contains inaccuracies, or support is not relevant Does not assess effects of global forces on markets and strategies, supporting response with relevant market research and analysis 22 Asset Allocation: Allocate Suggests securities-related allocation options, using pie charts and explaining risks and returns of different products Suggests securities-related allocation options, using pie charts explaining risks and returns of different products, but response is cursory, illogical, or contains inaccuracies Does not suggest securities- related allocation options, using pie charts and explaining risks and returns of different products 22 Asset Allocation: Tax Consequences Analyzes how tax consequences of financial products in diverse markets might affect portfolio planning, supporting response with relevant examples, research, and analysis Analyzes how tax consequences might affect portfolio planning, supporting response with examples, research, and analysis, but response contains inaccuracies, omits key details, or support is not relevant Does not analyze how tax consequences might affect portfolio planning, supporting response with examples, research, and analysis 22 Asset Allocation: Diversification Communicates how portfolio diversification affects client risks and returns, using clear, non- technical language Communicates how portfolio diversification affects risks and returns, but response is cursory, contains inaccuracies, or does not use clear, non-technical language Does not communicate how portfolio diversification affects client risks and returns 22 Articulation of Response Submission has no major errors related to citations, grammar, spelling, syntax, or organization Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideas Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas 12 Total 100%