Task 5

deezydowntown

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Jan 27, 2020, 10:32:32 AM1/27/20

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Starting discussion

LyActuary

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Jan 29, 2020, 4:10:04 PM1/29/20

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So apparently, they ask us to recommend an investment policy, which was mentioned anywhere from task 1-4.

deezydowntown

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Jan 29, 2020, 4:31:04 PM1/29/20

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Yeah Task 5 is doing a summary of everything you did.............

LyActuary

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Jan 29, 2020, 4:34:46 PM1/29/20

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sorry, I meant that A sample investment policy was never created anywhere in Task 1-4.

LyActuary

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Jan 30, 2020, 9:42:31 AM1/30/20

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Task 5 is killing me :/

mcfarkleberg

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Feb 2, 2020, 9:36:56 PM2/2/20

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How did people handle the creation of an investment policy? I am torn between updating #2 to include some calculations about portfolio under and adverse/optimistic market and shoe horning it in to #5. Adding it to #2 makes more sense to me, but I don't want to include something they didn't ask for and get docked. On the other hand adding it to #5 requires calculations that my audience doesn't care about.

LyActuary

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Feb 3, 2020, 9:25:21 AM2/3/20

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After I saw this in Task 5, I went back to my task 2 and added a section about the investment policy and basically re-stated that in task 5.

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