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Spreadsheet for product 9B03N008.

The Western Investment Club was one of the largest student clubs at the University of Western Ontario. The club's portfolio had incurred a substantial loss over the previous year. Because of this loss, an analyst and member of the club felt a more in-depth analysis regarding the overall strategy of the portfolio was necessary. There were two strategic issues the analyst wanted to address. First she felt it was difficult to interpret the performance of the portfolio as no previous benchmark of comparison had been used. Second, she examined the composition of the portfolio over the past six years and noticed a divergence in the allocation to asset classes on an annual basis. She must determine how the allocation of assets affects the performance on the portfolio and whether or not the lack of an asset allocation strategy impedes the educational experience of the Western Investment Club members.