• Research Paper on:
    Investment Advice; A Case Study

    Number of Pages: 4

     

    Summary of the research paper:

    This 4 page paper considers a case study provided by a student. An informed investor is not happy with the returns on his portfolio of investments, the paper shows how new investment advice could be given, looking at how to approach this issue, the questions that would need to be asked, and the recommendations could be made. The bibliography cites 3 sources.

    Name of Research Paper File: TS14_TEinvest1.rtf

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    Unformatted Sample Text from the Research Paper:
    positive returns, but that the returns have not been high enough, therefore there needs to be an approach that looks to increase the returns. The approach may be to  increase risk in some areas as there is a recognised risk reward profile,. However, in a bear market, looking for potential growth may be harder due to the general trends  and the way in which market will reflect popularity rather than real value. The need to increase real value may be to look for investments that have an underlying  assists which can then increase in value regardless of the share price of the company. This gives more security to potential growth, and in a market such as this there  may be options that will then support the price of the shares or may even allow for direct investment, The approach to  look for income from the investment may also be advertising, if capital growth cannot be assured and markets are falling, income growth can compensate for the lack of capital growth.  To determine which approach is best there need to be several questions asked. We are aware that the investor wants to increase the  returns he is gained, is aware of risk issues and has other investments, However, we need to establish where the investor stands on these issues., He is aware of risk,  and with a $20 million investment he may be happy top accept risk. However, in being unhappy in the returns, we do not known if this has been due to  a risky portfolio with many losses and some gains, or a conservative investment portfolio where there has been safe investments made. Therefore we need to ask him what is his 

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