case study for CFA

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Please read this case study first and then read requirement part 1 & 2 carefully. You need to know Morningstar and Portfolio Visualizer very well!

Need to do:

1. Use Morningstar to research and put all things to Portfolio visualizer (my account:czonsmile96@gmail.com password:05082018)

2. do paper by follow requirement part I & II (don’t need to write any definition just analysis this case study and all analysis is for client

(For Part II: Asset Allocation, Please analysis specific for client.)

3. make a Excel, you can see example below

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