APA, PROVIDE RESOURCES: Proposal – 6 pgs & Spreadsheet, Presentation – 8 slides

Portfolio Proposal: For this assessment, you will recommend specific derivative instruments to address the needs of a problem within the case study scenario, and provide rationale to support those recommendations. The portfolio proposal should be submitted as a Microsoft Word document. The portfolio proposal will also include a spreadsheet as an appendix. The spreadsheet will include computational analysis of the recommended instruments’ price performance in response to both intrinsic and extrinsic factors, as well as their impact on mitigation of identified risks.

The following critical elements must be addressed:

I. Portfolio Proposal: Recommendations and Rationale

A. Recommend three or four different types of derivative instruments to address the issue presented in the case study you chose, providing a rationale for each recommendation based on current market information and specific examples.

B. Discuss the current instrument performance, including market expectations for each recommendation, forecasting how the strategies outlined will position the portfolio in achieving its objectives.

II. Portfolio Proposal: Risks and Benefits

A. Discuss potential risks and benefits associated with each instrument and how those risks could have an impact on return.

B. Assess the impacts of multiple extrinsic and intrinsic factors that the company will want to consider based on how they influence value and price.

III. Portfolio Proposal: Spreadsheet Appendix

• Calculate the potential price impact of extrinsic and intrinsic factors, and expected mitigated risk value of recommended derivative instruments. Present this information in your spreadsheet, and include it as an appendix.

IV. Portfolio Proposal: Financial Considerations

A. Evaluate potential gains and losses under best- and worst-case scenarios for each instrument recommended, using data to support your claims. Include charts, graphs, and tables to show this information.

B. Discuss implications associated with accurately and ethically representing gains and losses and explain how you plan to mitigate potential ethical risks.

V. Portfolio Proposal: Ethical and Professional Standards

A. Discuss which elements of the CFA Institute’s Code and Standards specifically should be considered in relation to the instruments recommended in the context of the portfolio objectives.

VI. Portfolio Proposal: Conclusion

• Discuss how the recommended derivative instruments will present opportunities to achieve the portfolio objectives and increase shareholder value.

Presentation: Based on your final project portfolio proposal, submit your final presentation. Your presentation to stakeholders should highlight the following critical elements of your portfolio proposal: Recommendations and Rationale, Risks and Benefits, Financial Considerations, Ethical and Professional Standards, and Conclusion. Also, share anything from your Excel spreadsheet that supports your findings. These stakeholders may not be experts in finance, so it will be important to communicate effectively by using language that is appropriate for the intended audience. Be sure to use speaker notes to elaborate on your ideas.

The following critical elements must be addressed:

I. Presentation: Scenario Introduction

A. Present the problem/scenario that is being addressed and the recommended derivative instruments to address the scenario, using language that is appropriate for the intended audience.

II. Presentation: Financial Considerations

A. Describe potential risks and benefits associated with the recommended instruments, using language that is appropriate for the audience.

B. Explain how investment and market expectations are communicated through the price and behavior of recommended derivative instruments, using specific examples.

C. Assess potential gains and losses that could potentially impact the specific derivative instruments recommended, providing specific examples to demonstrate market expectations.

D. Describe how the recommended investments are consistent with strategies to mitigate identified potential risks.

E. Describe how specific extrinsic and intrinsic factors could potentially influence portfolio management decisions, providing specific examples.

F. Demonstrate use of investment selection and management strategies to ensure that the portfolio remains within industry-standard CFA parameters.

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