Investor- Interactive Investor Profile Questionnaire


Assignment – Investor Profile Questionnaire

Part I: Investing Behavior: Firstly what are the various types of investors?. Hence begin this lesson by completing the interactive investor profile questionnaire at Investment Risk Tolerance Assessment. Additionally according to this instrument, explain what kinds of investments should you consider.  Also include a profile for yourself as an investor. Consequently what else can you find out about investing behavior–for example, does your profile change over time as you age or does it remain the same?. Further how would your profile assist you and your financial advisor or investment advisor in planning your portfolio?. Part II: Recognizing Fraud What is a pyramid scheme exactly?. See if you can find online information regarding 2 or 3 illegal pyramid schemes.

Next, how does a MLM program differ from a fraudulent pyramid scheme?. Additionally have you ever participated in or invested in such a scheme? Have you ever been a victim of one? Research why can it be difficult to detect an fraudulent pyramid scheme? What are some possible tip-offs to this kind of fraud? Why are fraudulent pyramid schemes naturally unsustainable? Who are the victims? Provide a diagram illustrating the dynamics of pyramid schemes. Part III: Famous Scandals Survey the Web site of a 2009 60 Minutes CBS broadcast on the Madoff affair, which includes articles, video, and links in this Youtube Video, ‘The Man Who Knew’ . According to this site, who discovered the Madoff fraud and how? Who were Madoff’s victims?. Visit the support group Web site created for the victims. In the CBS video, how did Madoff defend himself?.

Further Guidelines

Read a Read a Journal article that explains how Madoff’s Ponzi scheme was able to succeed. How did investor biases contribute to this success? How did biases in regulatory oversight contribute to the fraud? Sample some of the videos of the congressional hearings on the Madoff scandal. Why did representatives and senators focus their criticism on the Securities and Exchange Commission? Use the template provided. Follow APA7 format, including a title page, introduction, conclusion, citations, and a minimum of three scholarly references (not Wikipedia or Investopedia). See the attached PPT file. Turnitin report of no more than 20% similarity index is required. Your final project should be a minimum 5 pages in length, excluding the title and reference pages.

This final project is a significant portion of your grade and is a two-week assignment.  You will want to spend time researching, studying, and writing this essay to receive high marks.  Read over your work carefully to look for grammar, punctuation, and APA issues before pushing the send button.   Submit all three sections in one essay and in one file

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