Length: 1 day
Type: Individual

Instructions:

  • Each student is given a portfolio with equal proportion of stocks vs bonds, large cap vs small cap across 10 sectors.
  • Each student is also given a client profile, assigned at random, with different risk
    tolerances and goals.
  • Students are instructed to adjust the portfolio’s weightings according to their client profile and justify their chosen asset allocation. They are also instructed to compare their adjusted portfolio to the initial portfolio.

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