Hewlett foundation case study (2005)

 General Guidelines for Hewlett Foundation.  

I Summary of the Hewlett Foundation case (2005)

A.  Asset Allocations Overview (Dec. 2004)

B.  Pros and cons of those portfolio allocations.

II.  Recommended 2020 Portfolio Asset Allocation based on the current size of the portfolio

A.  Reasoning for recommendations

B.  Specific asset recommendation for asset classes including but not limited to debt and equity securities. Must follow fund objectives 

C.  Portfolio under Bull Market

D.  Portfolio under Bear Market

E.   Portfolio under Stable Market Conditions

III.  Detail analysis of assets to be purchased and why you are selecting them.

IV.  Conclusion

A.  Appendix

B.  Spreadsheets

C.  Tables

D.  Charts

V. Bibliography