Portfolio Management Final Report
April 5, 2016
Client: Ethica Corp.
Investment Purpose: Invest $100,000 CAD in 5 stocks
Time Horizon: January 29, 2016 - March 24, 2016
Geographic Restrictions: Must include 2 Canadian stocks, 1 American stock, 1 European stock, and 1 Asian or African stock.
Investment Criteria: No sin stocks, no financials, no cross-listed stocks, strong CSR, no scandals, and debt levels of less than 40% of total assets.
Words: 2038 - Pages: 9