You will write a recommendation on behalf of a president of Private Wealth Management Company. Of course, write real and natural compliments.
• Gathered and compiled information and graphs into PowerPoint, which applied modern portfolio theory in the
purpose of informing clients about retirement plan and topics on how to optimize asset allocation
• Analyzed Equity-Linked CDs (linked to J.P. Morgan ETF Efficiente® 5 Index, S&P Economic Cycle Factor Rotator
Index) on risks, gains and downside protection to assess whether to add these products into clients’ asset buckets
• Evaluated potential clients’ portfolios with different firms through Excel and compared them with multiple
benchmark indexes to detect underperforming
• Compared past performance and risk of different REITs sectors (lodging, storage, residential, office and industrial)
to advise on adjusting sector weights during the rising interest rate environment and alleviate the interest risk