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EF309 Risk Management Continuous Assessment
Individual Assignment & Report
Its 1st January 2022, youre a wealth management advisor- specific focus on financial
risk management, to an Irish family which has a substantial investment portfolio.
You are required to prepare a report for the family presenting your analysis, advice
and recommendations on some risk management issues facing their global wealth
The report should be @2,500 – 3,000 words in length, excluding list of contents,
data appendix etc.. There should be a Data Appendix showing your workings.
You should employ the risk management tools, techniques and metrics from our
module materials to conduct your analysis and inform your recommendations.
1. Recommend a for two foreign exchange
transactions pending in 2022. Explain your recommendations and support
them with data analysis. Use the data in Tables 1 & 2. (12 marks)
2. The family has held US Treasury bonds since 2012, as a key element of the
conservative part of the familys global investment strategy and has a sizable
holding worth approximately $20m in these assets., see Tables 3 & 4.
Calculate the current value of this holding and discuss the risks associated
with it. (24 marks)
3. The family is aware of the German Federal Governments 2020 Green Federal
Security initiative, and asks your opinion on whether some proportion of the
fixed income holding of the wealth portfolio should now invested in these
Analyse this investment proposition, make a recommendation to the family
and explain your reasoning, supported by data analysis. Table 4. below sets
out the details of the German Federal Government Green Securities which
could be invested in. (20 marks)
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4. One member of the family believes strongly that certain US equities
specifically Apple, Amazon, Berkshire Hathaway (Class A), Meta Platforms
(Facebook), Alphabet, Johnson & Johnson, Master-card, Microsoft, Visa and
Walmart, offer the last bastion of safety and diversification in global financial
markets in the current uncertain world of investing and insists that a new
investment of $ 15m be made in two of these stocks in 2022.
Another member of the family disagrees and asks you if in your professional
opinion this is an investment idea with any merit? You should conduct an
analysis in order to offer an objective view on the proposition using module
tools and techniques. Your view should be reasoned in support of your
recommendation and refer to your data analysis to explain your reasoning.
5. In your opinion what are the key financial risks facing investors in developed
bond and equity markets in 2022 and the foreseeable future? Discuss, and
explain your reasoning. (20 Marks)
Notes for Individual Sections.
Q 1. Details of the Foreign Exchange Transactions pending
1(a.) A payment of
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