1. Assume you are an investment advisor. Your client is unsure what the   main benefits and reasons for investing in a Mutual Fund or an ETFs are
o Explain the main differences and similarities   between each other o  Explain what the main   advantage and disadvantage of investing in mutual funds or ETFs are
o Explain the main difference between active   and passive management
2. Go to https://www.morningstar.com o  What   information does the Morningstar Style Box® provide?
o Morningstar assigns a Rating to each Mutual   Fund. What are the criteria they use to assign this rating?
o Use the information provided above (style box   and ratings) to choose 5 different mutual funds/ETFs (5 funds/ETFs per each   portfolio) to prepare 3 portfolios for 3 different types of investors:
1. Aggressive
2. Moderate
3. Conservative
o In half a page for each portfolio, explain:
1. The rationale behind   choosing the given funds/ETFs per each
portfolio
2. The criteria chosen   to build each portfolio
3. Follow up the prices   for all 3 portfolios for a week. Calculate the return for each portfolio at   the end of the week.
Explain your results.
Format
This activity must   meet the following formatting requirements:
• Main document please   uploaded in pdf format.
• It is mandatory to   submit an extra document file where you explain the different calculations   you made.
• To that effect, please   find 2 tabs in Turnitin submission point.
• Calculation results   HAVE TO be explained and the calculation steps displayed.
• Font size 12
• Double-spaced
• Harvard Referencing   System
 
Due date
Date: 7th   May 2021 at 14.00h CEST
 
Weight towards final grade
This activity has a weight of 60% towards the final grade. 6