Business Finance

Accountancy, Business, and Management

Name: Date:

Performance Task No. 6

Investment Portfolio
Retirement is an inevitable stage in human life. During this period, people commonly leave the
workforce, which can pose difficulties for those who have not prepared adequately. It is therefore
recommended to prepare for this stage as early as possible to avoid potential challenges.
Insurance companies offer retirement plans to working adults to save for the future and ensure
that they retire with peace of mind. In this task, you will create a client's retirement plan options.

Learning Standards

Content The learners demonstrate an understanding of the definition, purpose, kinds,

Standard advantages, and disadvantages and the risks of investment.

Performance The learners shall be able to:

Standards ● identify the types of investments particularly bank deposits, insurance,
real estate , hard assets, mutual funds, and stocks and bonds;
● indicate the advantages and disadvantages of each type of investment;
and
● explain the risks inherent in each type of investment.

Task Requirements
In fulfilling this task, you will need to:
● Research the investment options available and list at least two potential retirement
plans. You may refer to existing retirement plans offered by top insurance
companies. Cite your sources appropriately. Alternatively, the teacher can also
provide you with a list of investment options.

Unit 6: Introduction to Investments 1

Business Finance
Accountancy, Business, and Management

● Evaluate the risk and return characteristics of each investment option. Choose the
investment option that best fits your client's profile.
● Create a proposal outlining the chosen investment retirement plan, including an
analysis of the risks and rewards. Present your proposal to your investment client
for approval.

Goal
The task is to identify the right type of investment and to minimize the risk.

Role
In this task, you will assume the role of a financial advisor.

Audience
The target audience is a potential investor who seeks a low-risk, income-generating
investment for his retirement plan.

Situation
A middle-aged investor is planning to invest for his retirement plan. He approached you as
his financial advisor for this matter. He wants to start putting some money into
investments which could give him a steady stream of income once he retires from the
workforce.

Unit 6: Introduction to Investments 2

Business Finance
Accountancy, Business, and Management

Product
The task is to create retirement plan proposals in order to persuade the investor to choose
which investment to invest. The proposals must indicate the required risks and possible
returns. You may use the Investment Portfolio Proposal provided at the end of this
document.

Alternative Digital Output

Many digital outputs can be used in creating and presenting a retirement plan proposal.
One such output is an e-book. This type of book can be made using various software
programs, such as Adobe InDesign, QuarkXPress, or Google Documents. E-books can be
published electronically and distributed to clients via email or website.

Another type of digital output is a video presentation. This could be created using
PowerPoint or Keynote and then exported to a video format, such as MPEG-4. The video
could be uploaded to a website like YouTube or sent to clients via email.

The third option for a digital retirement plan proposal is an interactive website. This
type of website could be created using various web development software programs,
such as Adobe Dreamweaver or Microsoft Expression Web. The website could include
information about the retirement plan and interactive tools that clients can use to
calculate their retirement savings goals.

All of these digital outputs offer a way to create a retirement plan proposal that is
interactive, informative, and easy to distribute. When choosing the correct result for
your needs, be sure to consider your clients' preferences.

Unit 6: Introduction to Investments 3

Business Finance
Accountancy, Business, and Management

Standards
The rubric below is a suggested one. Your teacher may modify it based on your needs.
Consult your teacher for the final rubric.

Performance Levels
Suggested
Criteria 1 2 3 4 Score
Weight
Beginning Developing Average Advanced
Proficiency Proficiency Proficiency Proficiency

Accuracy of All contents of Most of the Most of the All of the

Information the retirement contents of the contents of the contents of the

plans are retirement plans retirement plans retirement plans ×3

incorrect. are incorrect. are correct. are correct.

Appropriatene Recommendatio Slightly relevant Moderately Highly relevant

ss of the ns were neither and strategic relevant and and strategic

Recommendati relevant nor recommendations strategic recommendatio
on strategic. were provided. recommendation ns were ×3
s were provided. provided.

Thoroughness The expected The expected return The expected The expected

of Analysis return and risk and risk are return and risk return and risk
are neither mentioned in are slightly are fully
mentioned nor terms of the overall discussed in discussed in
discussed in portfolio. terms of the terms of the
terms of the overall portfolio. overall portfolio, ×2
overall portfolio. as well as how it
affects the
individual’s
goals.

Organization Disorganized Presentation is Well-executed Well-executed

and presentation. somewhat and organized and organized

Presentation There are many organized. There presentation, presentation
significant errors are some significant with minimal without errors. ×2
in the errors in the oral and negligible
presentation. presentation. errors.

Total Possible Score 40

Unit 6: Introduction to Investments 4

Business Finance
Accountancy, Business, and Management

Investment Portfolio

Client’s Information

Name of the Client

Description of the Client

Current Age Years to retirement

Age of Retirement Gross Income

RETIREMENT PLAN A

Unit 6: Introduction to Investments 5

Business Finance
Accountancy, Business, and Management

RETIREMENT PLAN B

Prepared by

Signature

Date Signed

Unit 6: Introduction to Investments 6