Problem Both solutions align One solution aligns Neither Statement with all conditions in with all conditions; solution aligns the problem the other aligns with with all statement all but one condition conditions Required 45 points 35 points 15 points Components Report contains: Report contains: Report A written A written contains: Less or less explanation of explanation of accurate, investment risk investment risk information versus reward versus reward than listed in with at least 3 that contains 2 the ‘Adequate’ accurate accurate category. elements and 3 elements and 3 examples of examples of asset classes asset classes A written A written explanation of explanation of 1 2 accurate accurate effect effects of both of both taxation taxation and and monetary monetary policy on the policy on the current and current and future value of future value of investments investments c)Calculations showing the ten c)Calculations year projection of showing the ten future annual year projection of asset balances future annual based on a plan of asset balances future based on a plan of expenditures future versus portfolio expenditures ($ growth with no amount of more than two scholarships material awarded) versus inaccuracies investment d)Two different portfolio growth,
Problem Statement Both solutions align with all conditions in the problem statement One solution aligns with all conditions; the other aligns with all but one condition Neither solution aligns with all conditions Required Components 45 points Report contains: A written explanation of investment risk versus reward with at least 3 accurate elements and 3 examples of asset classes A written explanation of 2 accurate effects of both taxation and monetary policy on the current and future value of investments c)Calculations showing the ten year projection of future annual asset balances based on a plan of future expenditures ($ amount of scholarships awarded) versus investment portfolio growth, 35 points Report contains: A written explanation of investment risk versus reward that contains 2 accurate elements and 3 examples of asset classes A written explanation of 1 accurate effect of both taxation and monetary policy on the current and future value of investments c)Calculations showing the ten year projection of future annual asset balances based on a plan of future expenditures versus portfolio growth with no more than two material inaccuracies d)Two different 15 points Report contains: Less or less accurate, information than listed in the ‘Adequate’ category.