Ms Hudson is 60 years of age, is in excellent health


Ms Hudson is 60 years of age, is in excellent health, pursues a simple but active lifestyle,and has no children. She has interest in a private company for R180 million and has decidedthat a medical research foundation will receive half the proceeds now and will be the primarybeneficiary of her estate upon death.Currently, the following assets are available for use in building an appropriate portfolio for h:R90 million cash (from sale of the private company interest, net of a R90 million gift to thefoundation)R20 million stocks and bonds (R10 million each)R18 million warehouse property (now fully leased)R2 million value of his residencea. Formulate and justify an investment policy statement setting forth the appropriateguidelines within which future investment actions should take place. Your policystatement should encompass all relevant objective and constraint considerations.b. Recommend and justify a long-term asset allocation that is consistent with theinvestment policy statement you created in Part a. Briefly explain the key assumptionsyou made in generating your allocation.

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