1. Assume you are an investment advisor. Your client is unsure what the main benefits and reasons for i

1. Assume you are an investment advisor. Your client is unsure what the main benefits and reasons for investing in a Mutual Fund or an ETFs are

o Explain the main differences and similarities between each other o Explain what the main advantage and disadvantage of investing in

mutual funds or ETFs are
o Explain the main difference between active and passive management

2. Go to https://www.morningstar.com
o What information does the Morningstar Style Box® provide?
o Morningstar assigns a Rating to each Mutual Fund. What are the

criteria they use to assign this rating?
o Use the information provided above (style box and ratings) to choose 5

different mutual funds/ETFs (5 funds/ETFs per each portfolio) to prepare 3 portfolios for 3 different types of investors:

1. 2. 3.

o In half 1.

2. 3.

Explain

Aggressive Moderate Conservative

a page for each portfolio, explain:
The rationale behind choosing the given funds/ETFs per each portfolio
The criteria chosen to build each portfolio
Follow up the prices for all 3 portfolios for a week. Calculate the return for each portfolio at the end of the week. 

• Main document please uploaded in pdf format.
• It is mandatory to submit an EXCEL file where
  you explain the different calculations you made.
• To that effect, please find 2 tabs in Turnitin
  submission point.
• Calculation results HAVE TO be explained and
  the calculation steps displayed.