As a quality assurance, present a scenario analysis to the client. Hypothetical analysis of the portfolio if a crisis (in scale similar to COVID-19 or the 2008 crisis) strikes. Is your portfolio crisis proof? Why? If not, how can you reduce exposure to a financial crisis.
Description Assessment Task Financial Investments individual coursework 2021 (60% of total grade) As a recently qualified financial advisor, you are helping a client invest her £100,000 inheritance. You plan to divide the client’s capital into 3 parts. The first part consists of only individual stocks. The second part employs only passive strategies by investing in […]