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Finance & Accounting
Pages 12 (3012 words)
Finance and Accounting Money Management Table of Contents Introduction 3 Analyzing Risk Profile 3 Investment Experience 4 Risk Tolerance 4 Investment Goals and Objectives 4 Investment Time Horizon 5 Liquidity 5 Age and Income 5 Analyzed: Moderate Risk Profile 5 Asset Allocation 6 Difference between Mutual Funds and Exchange Traded Funds (ETFs) 6 Benefits of Investing in Mutual Funds 7 Risk Management 9 Role and Influence of main actors in Financial Markets 10 Relationship between Macro-economic Forces and Financial Market 11 Financial Instrument: Risk and Benefit 12 Conclusion 13 Bibliography 15 Appendices 16 17 Introduction The initial point in investment strategy is individual risk profile.
After analyzing own risk profile, the investment decisions will be made, that in which investment vehicle I need to invest. This report will focus on the investment strategy and objectives need to be adopted, difference between ETFs and the mutual funds and how to manage the portfolio risk in order to experience good flow in investing. Further, it will also take into consideration the financial instruments which are accessible for investments, the role and influence of the main players in the financial markets, relationship between the financial markets and the macroeconomic forces and the benefits and risks of investing in different investment vehicle. ...
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