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Asset Allocation Decisions

INSTRUCTIONS:

Your healthy 63-year-old neighbor is about to retire and comes to you for advice. From talking with her, you find out she was planning on taking all the money out of her company’s retirement plan and investing it in bond mutual funds and money market funds. What advise should you give her? Paper must include, but not limited to, the following:

1. Title Page

2. Abstract: Briefly discuss the purpose of the study and briefly present your conclusion.

3. Introduction: Discuss what the paper is about. Please provide background of asset allocation and include problem statement or purpose of the study.

4. Literature Review and Discussion: Provide literature review on asset allocation of various assets available on the markets, their influence on the age of the investor and time horizon of the investment. Your discussion must include a justification of the investment decision and asset allocation.

5. Conclusion:

6. References: A minimum of 5 references is required.

Paper Format

Paper must be APA typed, double spaced, using Times New Roman font of size 12 and submitted in Microsoft Word. All external sources must be cited using APA format. References must also follow APA format. Cover page, references, and appendixes are not included in the required assignment page length.

CONTENT:

Asset Allocation Decisions Name Course Instructor Date Abstract In making decisions on asset allocation, it is necessary to take into account the risk and returns relationships. Additionally, there is a need to focus on income and growth potential with the bond mutual funds and money market funds being the two options. Even though, the money market funds are associated with low returns, they are mostly a safe bet. However, the returns may be too low to cushion the investor for a likely rise in the interest rates. Diversification was a critical element to spreading risks, in an environment where there are more economic uncertainties more than ever before. The proposal highlights allocating more funds to the bonds mutual funds that will provide income and higher returns. Introduction The portfolio management process is related to asset allocation conducted with the aim of distributing investment wealth (Reilly & Brown, 2012). There are different risk/ return relationships depending on the choice of securities invested. Risky assets have higher returns potential, with the effect of compounding, but the risk exposure means that there is no guarantee to get the expected outcomes. When making asset allocation decisions, i

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Asset Allocation Decisions

Asset Allocation Decisions

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