Course 4 - Investment strategies

Assignment

In this course, we will explore how to set a minimum operating cash balance and identify the available cash to invest from both capital raised and underwriting activity. Using a specified asset allocation, we will produce an investment schedules for different asset classes – government bonds, corporate bonds, real estate and equities. Following this, we will simulate capital gains and losses, investment income, and predict future market values for these asset classes, which will then be incorporated into financial statements. Recognising that investments introduce risk, we will calculate the Solvency Capital Requirement (SCR) for each asset class. This information will aid us in determining the risk-adjusted return of the selected asset allocation.

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