Hola Esteban! Espero te encuentres bien. A continuación adjunto un...

Hola Esteban! Espero te encuentres bien. A continuación adjunto un archivo cambiar al idioma español (traducir)

Running head: MARCETTA, WONG & PALMIROTTO INVESTMENT COMPANY 1
Question One
Sherry Stull Faye, the general manager for Marcetta, Wong & Palmirotto Investment
Company supports the idea of having an online investment house to manage businesses when the
managers are busy; however, the board of directors proposes the use of automated management
of the investment decisions that will employ mathematical procedures. Thus, it is importance to
harmonize the ideas of both the general manager and those of the board of directors.
To begin with it is imperative to acknowledge the fact that technology has become part of
humanity, and hi-tech applications are almost replacing all professionals that include the
financial advisors. A new crop of online advisors has been developed that employ computer-
generated models that are in a position to manage portfolio automatically. The online services
offer an excellent option for investors because technological innovations have proven efficient
and reliable provided the optimal security measures are put in place. Online portfolio
management is currently being adopted by many firms from the Wall Street Banks that are
engaged in brokerage and asset-management because the services are complete.
It is important to consider the advantages of the online fort folio house that is being
proposed by the general manager:
 The management is in a position to do their transactions anywhere provided they have
access to the internet.
 One is able to control the transactions and make the necessary transactions depending on
the financial market situation.
 The management is able to take the time to analyze the financial market and have control
over the transactions without relying on one brokers or automated system.
According to Gray and Carlisle (2013) there are advantages of using automated portfolio
management, which include:
 It enables a firm to gain competitive advantage
 The staff and other infrastructure within a firm are able to improve their efficiency when
using the information technology.
 There are always new capabilities due to the ability to expand beyond the geographical
boundaries.
 There is reduced risk when there is strict control of the applications for business
continuity purposes.
The management can decide to make the decision and combine both forms of portfolio
management. Efforts to blend between the online investment house and the automated system,
the general manager should invest in market research from clients in regards to risk depending
on the investment. This is because different clients have different tastes and preferences. While
making such the decision, the goal of Marcetta, Wong & Palmirotto Investment Company should
satisfy the clients whilst meeting their interests. Thus, while the firm will create a portfolio with
goals and profiles for a respective investor, it must be able to advice the clients accordingly.
Marcetta, Wong & Palmirotto Investment Company, will depend on the feedback from the client
to the balance of bond funds and stock to recommend on whether to employ either portfolio
management.