SKX Business Analysis a mutual agreement

I. INVESTMENT POLICY STATEMENT
Introduction
The purpose of this Investment Policy Statement is to establish a mutual agreement
between Julia Pfund, Katherine Flewelling, and Joy Hudgins on the collective management of
their portfolio over the 2012 Spring semester. This Statement will:
· Establish investment objectives and reasonable expectations and guidelines for the
investment for the portfolio.
· Detail investment strategies for the portfolio, and asset classes and ranges of exposure
desirable.
· Create an outline for a well diversified portfolio with a level of risk that is mutually
acceptable to the three individuals aforementioned.
Investment Objective
The objective of this portfolio is to maximize dividends and long term returns with a low
level of risk. Our objective is to match or outperform the Standard and Poor’s 500 Index fund.
Time frame
This portfolio is designed for someone planning to invest at least three to five years.
Capital values fluctuate over short spans of time. The diversification of this portfolio minimizes
the risk of principal loss over a holding period of at least three years.
Investment Strategies
Our team will use a total return combined with a dividend income strategy. Gain will be
through capital gains and reinvestment of dividends and other income from the portfolio. Asset
allocation will be between high dividend stocks, mutual funds, and stocks we deem to be stable
and provide the potential for growth. This broad asset allocation is consistent with the total return
strategy. Actual percentages are not monitored frequently, but the majority of our holdings will
yield high dividends, as we feel this is an excellent strategy for long term stability and growth.
For this reason, our portfolio will also lean toward a dividend income strategy. Rebalancing and
changes will occur as deemed necessary by our team and at a minimum of once per year.
Given that we designed our portfolio as if it were to be a long term position, we may
broaden the portfolio to include some assets with less liquidity. However, we will not include any
speculative assets such as real estate, art, or antiques. Any costs from taxes and trading will not
be included because this is a simulation.
The management of this fund will vary. The strategies above will be utilized by one or all
owners of the portfolio in any changes made to the stocks and funds held. The overall holdings
and risk level will be monitored by the team to ensure it remains in line with our strategy.
Investment Risks
There is no guarantee on the return or principal in this portfolio. The value of the
portfolio will change based on market fluctuations. Risk tolerance may exceed the VFINX index
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1. I. INVESTMENT POLICY STATEMENT Introduction The purpose of this Investment Policy Statement is to establish a mutual agreement between Julia Pfund , Katherine Flewelling , and Joy Hudgins on the collective management of their portfolio over the 2012 Spring semester. This Statement will: · Establish investment objectives and reasonable expectations and guidelines for the investment for the portfolio. · Detail investment strategies for the portfolio, and asset classes and ranges of exposure desirable. · Create an outline for a well diversified portfolio with a level of risk that is mutually acceptable to the three individuals aforementioned. Investment Objective The objective of this portfolio is to maximize dividends and long term returns with a low level of risk. Our objective is to match or outperform the Standard and Poor’s 500 Index fund. Time frame This portfolio is designed for someone planning to invest at least three to five years. Capital values fluctuate over short spans of time. The diversification of this portfolio minimizes the risk of principal loss over a holding period of at least three years. Investment Strategies Our team will use a total return combined with a dividend income strategy. Gain will be through capital gains and reinvestment of dividends and other income from the portfolio. Asset allocation will be between high dividend stocks, mutual funds, and stocks we deem to be stable and provide the potential for growth. This broad asset allocation is consistent with the total return strategy. Actual percentages are not monitored frequently, but the majority of our holdings will yield high dividends, as we feel this is an excellent strategy for long term stability and growth. For this reason, our portfolio will also lean toward a dividend income strategy. Rebalancing and changes will occur as deemed necessary by our team and at a minimum of once per year. Given that we designed our portfolio as if it were to be a long term position, we may broaden the portfolio to include some assets with less liquidity. However, we will not include any speculative assets such as real estate, art, or antiques. Any costs from taxes and trading will not be included because this is a simulation. The management of this fund will vary. The strategies above will be utilized by one or all owners of the portfolio in any changes made to the stocks and funds held. The overall holdings and risk level will be monitored by the team to ensure it remains in line with our strategy. Investment Risks There is no guarantee on the return or principal in this portfolio. The value of the portfolio will change based on market fluctuations. Risk tolerance may exceed the VFINX index This study source was downloaded by 100000800488955 from CourseHero.com on 08-19-2024 01:00:38 GMT -05:00 https://www.coursehero.com/file/7137539/FINC311-Final-Write-Up/

2. agenda Introduction Building confidence Engaging the audience Visual aids Final tips & takeaways 2

3. The power of communication

4. Overcoming nervousness Confidence-building strategies

5. Engaging the audience Make eye contact with your audience to create a sense of intimacy and involvement Weave relatable stories into your presentation using narratives that make your message memorable and impactful Encourage questions and provide thoughtful responses to enhance audience participation Use live polls or surveys to gather audience opinions, promoting engagement and making sure the audience feel involved 5

6. Selecting visual aids 6 Enhancing your presentation

7. Effective delivery techniques 7 This is a powerful tool in public speaking. It involves varying pitch, tone, and volume to convey emotion, emphasize points, and maintain interest. Pitch variation Tone inflection Volume control Effective body language enhances your message, making it more impactful and memorable. Meaningful eye contact Purposeful gestures Maintain good posture Control your expressions

8. Navigating Q&A sessions Maintaining composure during the Q&A session is essential for projecting confidence and authority. Consider the following tips for staying composed: Stay calm Actively listen Pause and reflect Maintain eye contact Know your material in advance Anticipate common questions Rehearse your responses 8

9. Speaking impact Your ability to communicate effectively will leave a lasting impact on your audience Effectively communicating involves not only delivering a message but also resonating with the experiences, values, and emotions of those listening  9

10. Dynamic delivery Learn to infuse energy into your delivery to leave a lasting impression One of the goals of effective communication is to motivate your audience Metric Measurement Target Actual Audience attendance # of attendees 150 120 Engagement duration Minutes 60 75 Q&A interaction # of questions 10 15 Positive feedback Percentage (%) 90 95 Rate of information retention Percentage (%) 80 85 10

11. Final tips & takeaways Consistent rehearsal Strengthen your familiarity Refine delivery style Pacing, tone, and emphasis Timing and transitions Aim for seamless, professional delivery Practice audience Enlist colleagues to listen & provide feedback Seek feedback Reflect on performance Explore new techniques Set personal goals Iterate and adapt 11

12. Speaking engagement metrics Impact factor Measurement Target Achieved Audience interaction Percentage (%) 85 88 Knowledge retention Percentage (%) 75 80 Post-presentation surveys Average rating 4.2 4.5 Referral rate Percentage (%) 10 12 Collaboration opportunities # of opportunities 8 10 12

13. Thank you