Order Fixed Income Investment Assignment

Order Fixed Income Investment Assignment
The overall purpose of the project is to convince an investment committee to accept your investment portfolio in the 7th class. Your group’s presentation should be short and concise, approximately ten minutes. It should follow a real-life investment committee format: each group presents its investment portfolio and submits a two-page written report explaining the investment idea, the rationale, and the investment recommendation. In order to provide you with early feedback regarding your final project, you will complete by Module 5 a brief overview of your project.
The deliverables for this project are:
1. M5 – An investment summary introducing your investment ideas and the rational for your choice. This is an opportunity for you to receive feedback early in the development of your group project.
2. M7 – Submit an investment report (a 2-page write-up) and a PowerPoint presentation file, due one day prior to class 7. Also, write down the names of all group members on submitted materials. An investment report should include the following items:
· Investment Objectives
· Benchmark and ETF selections
· Investment thesis

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