Report on Investment Management

Running head: INVESTMENT MANAGEMENT
INVESTMENT MANAGEMENT
Name of the Student
Name of the University
Author’s Note

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INVESTMENT MANAGEMENT
Table of Contents
Introduction......................................................................................................................................3
Research...........................................................................................................................................3
Generation of idea for investment...............................................................................................4
Researching different options of investment...............................................................................4
Assessing the portfolio that is required for investment...............................................................5
Conducting management of portfolio..........................................................................................5
Aggressive growth equities..........................................................................................................6
Long term growth equities...........................................................................................................6
Growth as well as income equities..............................................................................................7
Foreign equities...........................................................................................................................7
Foreign Bond...............................................................................................................................7
Income securities.........................................................................................................................8
Analysis...........................................................................................................................................8
Analysis for the 35 year old professional....................................................................................8
Analysis for the 65-year-old retiree...........................................................................................10
Recommendation and Conclusion.................................................................................................11
Reference.......................................................................................................................................13

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INVESTMENT MANAGEMENT

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INVESTMENT MANAGEMENT
Introduction
The report mainly aims to evaluate the investment procedure of young families as well as
retirees. Ample research has been conducted in this report for recognizing the opportunities of
investment that could be required by 65- year old and 35- year old investor. The scope of
investment of $1.5 million is required to be assessed for these two investors that could facilitate
to generate higher revenue from the investment. In addition, the report also assesses diverse
investment portfolios that have conservative growth, capital appreciation, growth of income and
equity income. These pertinent measures will be utilized for identifying the best possible option
of investment for the companies that might produce higher revenue from the investment (Bodie,
Kane and Marcus 2014). Moreover, two portfolios are basically prepared in this report that
could aid both the 35 –year old and 65- year old investors for generating higher income from the
investment. Furthermore, sufficient recommendation for these investors portfolio is also
conducted in this report, which could also facilitate them to create wealth as well as support in
their financial obligations.
Research
The research is basically conducted on the process of investment and different kinds of
funds that could be utilized in forming sufficient portfolio of the companies. In addition, the
assessment of the investment procedure could also facilitate in structuring the portfolio for these
two clients, which might aid in supporting their future expenditure. There are various levels of
the investment procedure that is required to be conducted before investment in order to identify