Recommend how much of the 8000000 should be invested

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Recommend how much of the $8000000 should be invested in each of the three funds. What is the annual yield you anticipate for investment recommendation?
The anticipated annual yield is :
Assume that the client risk index could be increased to 0.055. how much would the yield increase and how much would the investment recommendation change?
Refer again to the original situation where the client’s risk index was assessed to be 0.055. how would your investment recommendation change if the annual yield for the growth fund were revised downward to 16% or even to 14%?
x
Assume that client expressed some concern about too much money in the growth fund. How would original recommendation change if the amount invested in the growth fund is not allowed to exceed the amount invested in the income fund?
The asset allocation model you developed may be useful in modifying portfolios for all of the firm’s clients whenever the anticipated yields for the three funds are periodically revised. What is your recommendation as to whether use of this model is possible?J.D William would recommend the use of this model only when the potential new clients meet the present outline criteria i.e., similar objectives and constraints. The company mission, however, is to provide the professional, financial advised that best meets the individual investors’ needs. The company would therefore, not recommend the use of this asset allocation model as a general guide to financial investment.
CASE 2

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