Below are exact instructions per Professor:
PART 1: There
are 2 topics listed below. Create a
write-up for each.
FOR EACH. Minimum about 1000 words EACH or
two single spaced pages in Arial 10 font.
- Give a detailed definition. In your own words. If you quote something,
be sure to cite it. - Find a web site
from two competitors or players in the market where you can buy the
product. - Describe how an
investor would utilize the product. - Find an additional
related article for each and explain it.
It should give some information over and above a simple definition. Analyze and give an opinion of the
article. - Make sure to
include a summary and your overall opinion.
1.
Life cycle funds. Also called Target Date funds. How do they relate to asset allocation? Comment on how people should change their
allocation as they age
2. Call
and put options. (Include covered
calls, naked calls and futures)
|
Definition of each term (10 points each) |
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Quality of the “found” sites and how to buy product (5 |
|
Description of how an investor would use product (10 |
|
Article quality and opinion (10 each) |
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Opinion of overall product and reasons for it (10 each) |