Case 17: Flirting with Risk

CASE 17: FLIRTING WITH RISK I. STATEMENT OF THE hassle How would bloody shame manage the investment funds portfolio left by her deceased husband, Ralph, when in fact she doesnt know anything most the fiscal markets? a. P.O.V: bloody shame Owens wife of Ralph, deceased; m an another(prenominal)(prenominal) of Jim and Annette b. Time: Long-term (1 stratum onwards) II. AREAS OF CONSIDERATION a. bloody shame has no knowledge in the different fiscal markets (Capital Market and gold Market) * Management of financial affairs of their family was all done by Ralph b. Marys skills, interests, hobbies, experiences and attitude * Mary world a very conservative and cautious person * Stay-home mammy that raise their two kids (Jim and Annette) * Preferred to focus on other family matters c. Marys children, Jim (28) and Annette (26) * Jim is an employed engineer pursuing MBA in a business school * Annette is complet ing her residency at a hospital d. Investment portfolio left by Ralph stocks of three fruit companies e. Terminologies employ in the financial market (risk, return, beta, etc.) f. Factors affecting investment ratiocination in the financial market (inflation rate, interest rate, etc.) g. Formulas or computations employ to manage an investment portfolio h. Appointments with acc apply, a senior financial advisor III. preference COURSES OF ACTION a. Manage the investment portfolio on her own after accomplishment or so the field * taint new investments in different financial markets to diversify the portfolio * pick out the stocks of the portfolio and wait for it to profit then sell b. bewray the stocks and use the profit (if theres any) on other expenses * range up a business and ask the overhaul of Jim approximately the business * Save the money and deposit it in her stick to account * Trans fer the investments in a fixed income securi! ties c. look to for schnozzles advice in managing the portfolio while shes taught about it, Bill should...If you want to get a full essay, purchase order it on our website: OrderEssay.net

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