Prospectus Guidelines The investment prospectus you will be preparing for the Client is not a…

Prospectus Guidelines The investment prospectus you will be preparing for the Client is not a generic mutual fund prospectus, it is a specifically tailored investment strategy for your individual clients (not the masses) that falls under the umbrella title of prospectus (thought there are some similarities between the two). So, dont be afraid to be specific and reference the clients in the write-up (e.g. executive summary). This final prospectus must contain: – Title Page (include: name of consulting firm (PIS), name of portfolio strategy, one sentence objective of strategy or fund,
Prospectus Guidelines The investment prospectus you will be preparing for the Client is not a generic mutual fund prospectus, it is a specifically tailored investment strategy for your individual clients (not the masses) that falls under the umbrella title of prospectus (thought there are some similarities between the two). So, dont be afraid to be specific and reference the clients in the write-up (e.g. executive summary). This final prospectus must contain: – Title Page (include: name of consulting firm (PIS), name of portfolio strategy, one sentence objective of strategy or fund, investment disclaimer(s)) – Executive summary (lays out/summarizes investment strategy and all content that follows) – Mission statement (brand, characteristics, differentiation, values, target audience, goals) – Background/history of consulting firm (this is fictionalkeep it simple; try and tie it into the brand and values which you came up with though, as those are the key elements you will want to convey to the client) – Description of advisory committee – Contact information – Investment objective(s) – Asset allocation – Investmentslist different investments and short summary – Justification/plan of action/principal investment strategy – Annual Portfolio Operating Expenses (table) – Example that compares cost of investing (assume: $1,000,000 investment) – Principal Risks (based on your investment strategies) – Historical performance summary of investment strategy (from simulation) since inceptionmay want to compare with a benchmark o Historical performance of individual assets/funds – Tax information disclaimer o Treatment of capital gains/dividends/interest – Necessary investment disclosuresnon-guarantees (SEC), past/future performance – For income strategies: expected dividends/interest – Growth projections: dividend income, interest income, overall portfolio Example of optional information to include: – Personal information summary – Demographic information of client Other Information: – The prospectus should be in the neighborhood of 8-10 pages – Style matters the assignment will be judged as a professional document, if it looks sloppy or like you just put something into Word a few hours before the due date dont expect a great scorethis falls under the organization assessment column in the rubric – Please dont choose a font thats hard to read – The use of charts, graphs, etc. to illustrate investment performance or any other appropriate areas of the prospectus are strongly recommended (beware of cut/paste)

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