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Background information: - Client age: 65 - Profession: Retired - Risk tolerance: Moderate-high willingness - Net wealth: £10m (entirely in 1 cash bank account) - Annual expenses: £150k total Question set: Asset classes: - Based on the return information provided - provide your view on which asset class each return belongs to - please also include summary statistics (e.g. annualised return, annualised standard deviation, sharpe ratio, etc.) [1-2 slides] Life plan modelling: Using the above asset class breakdown, compile an investment plan for the hypothetical client. Breakdown of structure per the below: - Provide a proposed asset allocation and justify your choices [1 slide] - Cash flow projection from age 65 onwards (including breakdown of underlying assumptions - taxation, inflation, etc.) [2-3 slides] - Impact of a potential stress scenario and takeaways for the client [1-2 slides] - How would you consider different accounts in the investment allocation (taxable account, ISA, pension, etc.) [1 slide] - What further information on the client would you require to support your analysis [1 slide] Overall, the presentation should be 9/10 slides in total. Please plan to present for 20 minutes, followed by 5-10 minutes for Q&A.

Financial Planner

Interviewed at Y TREE

4.2★
Sep 4, 2024

Background information: - Client age: 65 - Profession: Retired - Risk tolerance: Moderate-high willingness - Net wealth: £10m (entirely in 1 cash bank account) - Annual expenses: £150k total Question set: Asset classes: - Based on the return information provided - provide your view on which asset class each return belongs to - please also include summary statistics (e.g. annualised return, annualised standard deviation, sharpe ratio, etc.) [1-2 slides] Life plan modelling: Using the above asset class breakdown, compile an investment plan for the hypothetical client. Breakdown of structure per the below: - Provide a proposed asset allocation and justify your choices [1 slide] - Cash flow projection from age 65 onwards (including breakdown of underlying assumptions - taxation, inflation, etc.) [2-3 slides] - Impact of a potential stress scenario and takeaways for the client [1-2 slides] - How would you consider different accounts in the investment allocation (taxable account, ISA, pension, etc.) [1 slide] - What further information on the client would you require to support your analysis [1 slide] Overall, the presentation should be 9/10 slides in total. Please plan to present for 20 minutes, followed by 5-10 minutes for Q&A.

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