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Old 12-03-2019, 11:42 PM
PinballWizard100 PinballWizard100 is offline
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Default Task 3, Task 4, and Executive Summary Questions

I have a few questions that I would appreciate some advice on:

1) For Task 3, if I were to recommend a specialized asset manager and gold bullion, how do I fit those investments into the treasuries/bonds/equities mix? Say, for instance, I want 5% of all my assets in gold bullion, but none of the modelling has factored in gold bullion, what am I supposed to say? 15% treasuries, 50% bonds, 30% equities, and 5% gold bullion? Clearly this isn't what I'm supposed to say, but I wondered if anyone had any insight. All my metrics would be inaccurate since gold bullion isn't built into the model.

2) For Task 4, I have decided on immigration/emigration as a possible factor that may have a material affect. What are some things that you all used? I am stumped for an answer that the SOA wants.

3) Did you all use bullets in your executive summary? I'm working on making it succinct and bullets seems like the best way to list off the key risks and critical assumptions. I'm just worried the graders might not like that. They mention "max of 5 paragraphs" in Task 5.

Last edited by PinballWizard100; Yesterday at 09:26 PM..
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