Submitted by: Submitted by thinkthing
Views: 426
Words: 736
Pages: 3
Category: Business and Industry
Date Submitted: 08/17/2011 01:33 AM
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...