SOA Required – 2 x assignments required in total – Investment Advice

DescriptionAustralian writer – Australian Investments required

This is 2 assignments in total required 4000 (plus 10%) words for the first, 4,500 (plus 10%) for the 2nd. Numerical tables, calculations, and reference lists are not included in the word count.

Both assignments need to interlink, if you need more information, please let me know.

Based on a case study for financial advice.

Questions relate to:

Assignment 1

– Efficient market hypothesis – previous task submitted to use as reference for this question

– Asset allocation

– Platforms and products

– Tactical asset allocation

– Passive versus active funds

– Core-satellite versus blended approach

– Hiring and firing

Assignment 2

– Limited statement of advice (LSOA) – Required for the assignment this is 4,500 words

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550 words
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