Mid term project report

Hilary’s financial goals

To craft a compelling pitch for Hilary, our team at WGAM will tailor the investment strategy to align
with her specific financial goals. We will emphasize a personalized approach, showcasing how our
understanding of her unique circumstances, aspirations, and risk tolerance will drive our investment
decisions. Highlighting the dual objectives of long-term growth and shorter-term profitability, our
strategy will demonstrate versatility to accommodate her evolving needs.

We'll emphasize transparency, providing a clear rationale for each stock and ETF selection, backed by
thorough industry and company analyses. Our pitch will underscore a commitment to diligent
research and continuous monitoring, ensuring adaptability to market dynamics. The introduction of
the new ETF requirement will be presented as an innovative element enhancing diversification and
risk management in her portfolio.

Moreover, recognizing the importance of her existing retirement plan, our team will explicitly
delineate how our strategy complements and enhances her overall financial landscape. We aim to
set ourselves apart by not just managing investments but by becoming strategic partners in her
financial journey.

Through a dynamic and engaging pitch, we will convey not only the expertise of WGAM's analyst
teams but also our dedication to providing a tailored, client-centric investment solution that goes
beyond the conventional approach.

Your team’s current investment strategy

Our current team strategy would revolve around a thorough and personalized approach to meet
Hilary's financial goals. Here are key components of our strategy:

1. Client-Centric Approach: Prioritize understanding Hilary's unique circumstances, aspirations, and

risk tolerance. -Tailoring our investment strategy to align with her specific financial objectives,
emphasizing on client-first mentality.
2. Diversified Portfolio Construction: we are conducting in-depth industry and company analyses to
inform stock and ETF selection. we will Integrate the new ETF requirement creatively to enhance
diversification and risk management.

3. Long-Term and Short-Term Profitability: we are Developing a balanced strategy that addresses
both long-term growth and shorter-term profitability, aligning with Hilary's dual objectives.

4. Transparency and Communication: we would Clearly communicate our rationale behind each
investment decision in a transparent manner. Emphasize ongoing communication and reporting to
keep Hilary informed about our portfolio's performance and any necessary adjustments.

5. Risk Management: Implement risk management measures and guidelines, considering both
short-term and long-term factors. Highlighting our team's ability to adapt the strategy based on
market dynamics, ensuring a proactive and vigilant approach.

6. Integration with Existing Retirement Plan: Explicitly demonstrate how the proposed strategy
complements and enhances Hilary's existing retirement investment plan. Showcasing the synergy
between the two plans, positioning WGAM as a holistic financial partner.

7. Innovation and Adaptability: Embrace our innovative aspect of the new ETF requirement,
showcasing adaptability to industry changes. Position our team as forward-thinking, leveraging the
Wharton Investment Simulator to gain valuable market experience.

By combining these elements, our team would create a comprehensive strategy that not only meets
Hilary's financial goals but also sets WGAM apart in a competitive landscape.