TASK: You and your investment team just won the mandate to manage Humber College’s $50 million Endowment Fund. The endowment fund’s objective is to ensure current and future generations share equally in the benefits of the fund. Your success will be benchmarked against the S&P/TSX Composite. The college administrators have requested stock selection be restricted to the S&P/TSX 60.

Assignment #1 – Group submission

Never use plagiarized sources. Get Your Original Essay on
Discussion of an appropriate strategic asset allocation for the endowment fund, and provide your reasoning.
Hire Professionals Just from $11/Page
Order Now Click here

Topic 1 – Discussion of an appropriate strategic asset allocation for the endowment fund, and provide your reasoning.
Cash
Fixed Income
Equities– Provide a detailed discussion on your 5 top securities. Include the following:
State the equity portfolio weight relative to the index.
Discuss why you chose to overweight these securities. Include the following:
Fundamental analysis (3-year trends):
Sales growth trends

Open chat
Lets chat on via WhatsApp
Hello, Welcome to our WhatsApp support. Reply to this message to start a chat.