Mutual Fund Manager

Executive Summary

My project is based on an assignment given to students in the Financial Planning class (BUSM 418) at Brigham Young University. In this class we were given the task of determining our desired individual portfolio. This task was extremely time-consuming and so I decided to create a tool that will make this process easier and faster. My tool accomplishes three major objectives:

1. It automatically checks to see if a mutual fund’s asset allocation is weighted toward stocks or bonds.
2. It performs an assessment to determine the user’s risk tolerance.
3. It uses solver to create an optimized mutual fund portfolio based on asset allocation constraints entered by the user.

Project: http://files.gove.net/shares/files/10f/robertjp/Mutual_Fund_Manager.xlsm
Write-up: http://files.gove.net/shares/files/10f/robertjp/Mutual_Fund_Manager_Write-up.pdf