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Transcript

This simulation should take you just over two hours, and is divided into the following sections:

  • A preparation task, which should take you up to 15 minutes
  • A 30 minute research task
  • A 30 minute analysis task
  • A 30 minute create task
  • A 10 minute document and presentation activity
  • And finally, a reflection task, which should take you around 10 minutes.

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Materials Needed

Computer with internet access

Public access to financial information

Spreadsheet software

websites like FT, Reuters, or Bloomberg

like Microsoft Excel or Google Sheets

Preparation Task (20 minutes)

Research Task (30 minutes)

Analysis Task (30 minutes)

Create Task (20 minutes)

As a reminder, below are the steps we're going to take in order to complete the simulation. There will be timers on each step, but these are simply there for guidance and there is no pressure to finish before or after the time is up!

If you're ready, click the 'next' button below to get going!

Document and Present (15 minutes)

Reflection Task (10 minutes)

Expected Outcome

Simulation

Simulation

PREPaRAtion task

Preparation Task

Create a fictional investor profile with specifics about their financial objectives, risk tolerance, investment horizon, and other constraints. This can include age, marital status, objectives like buying a house, retirement planning, risk-taking ability etc.

(20 minutes)

Simulation

research task

Research Task

Research investment options suitable for your investor profile. This can include equity, bond, funds, real estate, derivative instruments etc. Take note of their risk-return trade-off, liquidity, time horizon, and other constraints mentioned in the investor profile.

(30 minutes)

Simulation

Analysis Task

Analysis Task

Analyse all the options and based on the investor profile, divide the investment into appropriate assets. Consider the asset allocation, diversification to reduce risk, and potential return for reaching the financial objectives. Use Excel or Google sheets for this task.

(30 minutes)

Simulation

Create Task

Create Task

Create an investment advisory document based on your research and analysis. The document should include an introduction about understanding of client profile, explanation of chosen investments with reasons why they're suitable, a breakdown of asset allocation, risk analysis, and projected performance.

(20 minutes)

Simulation

Document and Present

Document and Present

Prepare a short presentation based on your investment advisory document. Highlight key points like the investment breakdown, projected outcomes, and how it aligns with the client's goals.

(15 minutes)

Simulation

Reflection Task

Learning Experience

Application

Skill Development

Reflect on the Process (15 minutes)

Reflect on what you have learned about this industry and what useful information has come from completing the simulation.

Consider how the insights gained can be applied to real-world business decisions.

Think about how this exercise has enhanced your skills relating to this industry and how you can further improve.

Reflect on the process, the research, the decision-making involved in asset allocation, and the advisory created. Think about how to adapt the advisory based on changes in market conditions or changes in the client's life.

Simulation

Expected outcome

By the end of this activity, you will have developed a comprehensive investment advisory based on a fictional client's profile. You will practise your research skills, analysis of financial instruments, decision-making in terms of asset allocation, and articulation skills in conveying your recommendations to your client. This simulation will provide you with hands-on experience in the process of investment advisory and preparation for a career as an Investment Advisor.

Expected Outcome