portfolio construction

The objective of the project is to analyze potential investment opportunities in HealthCare. Each team will propose a well-diversified portfolio for a moderately risk-averse investor that is investing 10% of his wealth (1 million Euros). Your company formed by the team members is advising the investor on the various alternatives and investment portfolio that she should choose. The goal is to prepare a presentation for the investor with the following contents:

Economic situation and outlook

Relevant financial assets and outlook

Proposed investment philosophy, approach or style

Investment alternatives

Potential investment opportunities within each asset class

Asset allocation

Expected return and risk

Portfolio evaluation according to objectives

Conclusions

Last Completed Projects

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