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Tough Economics Questions, Plz Help

  1. May 9, 2005 #1
    I got this plz help!

    You are a financial advisor employed by a well-respected firm of stockbrokers, Krook and Dodgy. A large lotto winner, Sheryl, has approached your firm for advice on what to do with her winnings. Sheryl is in her early forties, has three teenage children, is divorced and is a part-time shop assistant. She is hoping to gain a secure source of income to supplement her meager wages and to help pay for children's education at school and University. However, she is also concernced that her low wages have prevented her from making adequate provision for her financial security when she retires.

    Your company's policy is that each potienal client should receive a personalized "Investment-Brief" which takes their circumstances into account, while providing them with the information neccessary to make an informed decision about the purchase of assests to best met their financial goals.

    The Task:
    Write an investment brief for Sheryl's circumstances. Include the following information.

    1. A brief summary of the types of assests that she could purchase.
    2. An outlinge of the different risk categories for equity assests(shares)
    3. An explanation of the key principles used to reduce risk and maximise return from assests purchased when putting together an assest portfolio.
    4. the current market situation for equit assests(with factual supporting evidence)
    5. your recommendations for:
    the types of assests she could purchase (including specific, examples)
    te proportion of her winnings she could allocate to, and within, each assest type
    the approach she take to purchasing equity assests
    6. The reason(s) for each of your recommendations, including information to support your conclusions.
  2. jcsd
  3. May 9, 2005 #2
    these are not econ questions
  4. May 10, 2005 #3
    man can u help plz?
    can u exlpain what to do here?
  5. May 10, 2005 #4


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    Gold Member

    What does your book tell you?
  6. May 10, 2005 #5
    Find a good book on finance.
  7. May 10, 2005 #6
    What class is this for? What have you learned? The questions asked of this report would require the knowledge acquired in a textbook in investment management to answer. For example, Bodie, Kane, and Marcus.
  8. May 10, 2005 #7


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    Gold Member

    And this is really not the forum for it. Although in the few economic questions ive seen brought up people have shown good capabilities towards it, this really sounds like textbook-ish questions more suited for people who are into the field.
  9. May 10, 2005 #8
    what is the best forum for economics then?
  10. May 10, 2005 #9
    http://www.tutor2u.net/ It was posted by Iansmith a couple of threads down and I've found usefull for checking up things. But even if it has notes on various economic fields it can not replace textbooks. It also has a forum.
  11. May 11, 2005 #10
    thanks man, the forum is alright!
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