How to Invest $ 10 Million

Person-Investment

Person Investment

Brian Bob Dave

Mutual Fund Stocks Real Estate Cash Deposits Stocks Antique Arts -not stated- (Bank Saving)

How to Invest $ 10 Million

Group 2

Judy Sharon Carl Karen

Person-Objectives-Tendencies

Person Objectives Brian Bob Safe Investment High Profit Tendencies & Attitude Minimum knowledge High Risk Taker Conservative, eager to spend cost, patient (eager to wait for long time return) prefer liquid, need constan return, don't want to spend cost for investment Medium risk taker, (eager to wait for long time return) dependant wise

Alternative courses of Action

• Business: Real Estate, Antique Arts • Monetary Investment: Mutual Fund,Stock, Cash Deposit

Dave

High Profit

Judy

Liquid & Safe Investment

Sharon Carl Karen

Medium-high profit High Profit Maximum utilization

Risk & Considerations

Investment Risk Medium:choosing the wrong funds that perform badly Uncertainties & Considerations too many options and most of them perform badly, can be affected by political situation the price of real estate is now much higher than it was before, long time ROI, liquidity issue, depend on BI Rate low return compared to stocks Gold Mutual Fund

Other Investment Option

Investment Risk Medium: Robbed Uncertainties & Considerations Safety Place

Real Estate

Medium-High: mortgage crisis, natural disaster High: highly fluctuative,strong political influence, need time,knowledge & experience for monitoring

Cash Deposits Low: High inflation rate

Stocks

long-term investment High commision, limited market, depend on the extent of interest in the item depend on BI Rate

Arts Saving

Medium: hard to sell Low: low return

Can the decision be changed?

• Yes,it can

Mutual Fund how hard what could it cost Depends on term administration charge

Problems Caused by lack of Information

Decision Problems Mutual Fund bad performance

Stocks

depends on price stocks in market

Stocks

great...