In the attached Word document, you will find the instructions for this case. This work contains 2 parts, you must do both parts. Please pay attention to what is shaded in yellow.
The report should begin with an introduction (executive summary) that explains what the report is about (what the task is, who the client is, what the investment goal is, and so on).
In the main body of the proposal, it is also important to include a table with the summary statistics of the assets that are being utilized to form the portfolio or that are used in the discussion (by summary statistics we mean, averages, standard deviations, Sharpe ratios, and correlations if they are multiple assets involved).
The proposal should end with a conclusion summarizing the investment goal and highlighting the findings and main investment recommendations.
You need to explicitly reference any sources that you have used to complete the proposal.
Take into count that the investment horizon is only one year and the occupation or human-capital risk, so you must take into count the calculation and must explain this in the report.
The first part is about market returns for the U.S. and industry returns. The second part involves investing in 3 equity funds (the proposal will focus on a Europe stock market fund and a Japan stock market fund), so, this means that the second part is the first part with the international stock.
Attached please find an Excel file, that is what I did for the first part, you can take it and do it better if something is missing or if you think that everything is wrong, you can fix it or do it again, but it can help you.
Please provide a report in word file, and the excel with all calculations (formulas not only numbers) and graphs.