Answer to Question #182810 in Finance for Awande

Question #182810

Identify and describe an appropriate investment objective and set of investment constraints for the Maphosa foundation.


1
Expert's answer
2021-04-20T07:47:46-0400

Answer to the question.


-An appropriate investment objective,

. Retirement savings- it's is if somebody is in his 30s or 40s can consider growth of capital to be his main objective.


-Set of investment constraints for the Maphosa foundation.

a. Tax- it depends on when, how and if returns of different types are taxed.

b. Time horizon- it is related to the time period over which returns are expected from portfolio to meet specific need in the future.

c. Legal and regulatory- usually specifies which asset classes are not permitted for investments.




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