About me: Background in finance and technology, contemplating change in investment strategy. On account of work-commitment unable to complete simple research required to effect a high quality decision.
About you: Demonstrable experience, at least 5 years in Investment Analysis/Research, preferably with a major firm. Ability to package and communicate output of your analysis.
What Success Looks Like:
(1) Demonstrate accurate 50+ year backtest of 'All-Seasons' mix within Australian Market;
(2) Recommend, with evidence, AUD exchange-traded securities to mirror All Seasons mix.
(1) Short-form presentation (up to 3 pages) of summary findings and recommendations;
(2) Financial model - portfolio backtest, citing sources and assumptions;
(3) Financial model - instrument recommendations, citing all sources and assumptions;
(4) Tracking error analysis for recommended instruments.
Expectation is that we spend 2 x 30 mins to ensure requirements and expectations are agreed in advance.
All Seasons Access Mix:
40% Long Term Government Bonds;
15% Short/Intermediate Government Bonds;
7.5% Blended Commodities;