Ch13 - International Financial Markets(from a global...

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Copyright © Bill Hu, Arkansas State University 1 - 1 Course Outline Part A: Understanding Foreign Exchange and Country Risks in Global Investments Part B: Global Assets and Valuations Part C: Portfolio Management International Financial Markets (from a global investment perspective)
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Chapter 13 Structuring the Global Investment Process In this chapter we discuss: A tour of the global investment industry. The components of a formal investment policy statement. The various steps of the global portfolio management process.
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Copyright © Bill Hu, Arkansas State University John Bouderi Case Study the case in the textbook page 595, example 13.2: Case background page 599, example 13.3: Constraints page 601, example 13.4: Investment policy statement (IPS) page 608, example 13.6: Market expectations page 616, example 13.7: Asset allocation page 621, example 13.8: Performance evaluation 1 - 3
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Copyright © Bill Hu, Arkansas State University Homework Study the John Bouderi case and then conduct an interview with someone working in your area and prepare an investment policy statement accordingly. Be sure to include the following in your write-up: Section 1: Background information Section 2: Objectives Return requirement Risk tolerance Section 3: Investment constraints Section 4: Asset allocation considerations (acceptable investments) 1 - 4 Time horizon Liquidity Tax issues Legal and regulatory issues Unique circumstances
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