This guide is for BUSI 538 Week 7 Investment Project PowerPoint, start to submission. A PowerPoint presenting your own investment management process and investment policy statement for wealth creation and retirement, built on Bodie's tables 22.1 to 22.3.
BUSI 538 is Investments and Derivatives, 3 credit hours, in Liberty University's MBA. Canvas and the course guide file print the code as BUSI538; it is the same course.
| Course | BUSI 538 Investments and Derivatives |
|---|---|
| Module/Week | 7 |
| Points | 100 points |
| Length | At least 10 slides on table 22.1, 9 to 10 on table 22.2 and 2 to 3 on table 22.3 |
| Sources | Bodie chapter 22 and the whole course |
| Faith integration | Not required by the guide |
| Format | PowerPoint; APA not required; first person allowed |
What BUSI 538 Week 7 Investment Project PowerPoint asks for
You discuss and analyze your own investment management process (IMP) and develop your own investment policy statement (IPS) for wealth creation and retirement planning, discussing investment objectives and constraints and integrating topics from across the course. The presentation covers the material points of tables 22.1, 22.2 and 22.3 in Bodie chapter 22, each focused on your own retirement and estate planning portfolio. Table 22.1 (components of the investment management process: planning, execution of portfolio construction and revision, and feedback) needs at least 10 slides; table 22.2 (components of the IPS, nine points, with you as the client) needs 9 to 10 slides; table 22.3 (determination of portfolio policies: objectives and constraints) needs 2 to 3 slides. It is submitted to its own drop box in Module/Week 7. APA is not required and first person is allowed. Worth 100 points.
Where it fits in BUSI 538
In the published schedule, Investment Project PowerPoint is one of 4 graded written assignments in BUSI 538. It follows Week 5 Discussion Board 2: Scripture and Investing and comes before Week 7 Investment Project Kaltura Video. The same week also has Investment Project Kaltura Video, so plan the week's writing together.
How BUSI 538 Week 7 Investment Project PowerPoint is graded
Liberty grades Investment Project PowerPoint with the rubric attached to the assignment in Canvas, worth 100 points in the published guide. That is about 10% of the course's 1,010 points. Open the rubric before you draft and read across each row: the top column describes what full credit looks like, and the gap between columns tells you what costs points.
Course grades in BUSI 538 use Liberty's point scale: an A is 940 to 1010 points of the course total. Missing the length or source minimum usually costs points on several rows at once, which is why the checklist below starts with them.
Timing in the published guide: Module/Week 1 begins on Monday morning at 12:00 a.m. (ET) and ends on Friday night at 11:59 p.m. (ET). Module/Weeks 2-8 will begin on Saturday morning at 12:00 a.m. (ET) and end on Friday night at 11:59 p.m. (ET). Check the due dates in your Canvas section, which govern.
The BUSI 538 Week 7 method, step by step
Plan the talk before the slides
Decide what the audience should know or do at the end, and outline the talk around that. The slides come last.
One idea per slide
Each slide carries one point, stated in its title. Short lines, readable type, no paragraphs on the slide.
Put the evidence where it is used
Meet the source requirement (Bodie chapter 22 and the whole course) with citations on the slides themselves, plus a final references slide in current APA.
Write speaker notes or a script
Write notes for each slide in full sentences. They keep the recording on time and give the grader the reasoning the slides only point to.
Rehearse to the time limit
Record a practice run and time it. Cut slides rather than speeding up; a rushed recording hides the points you worked on.
Check the technical requirements
Confirm the format the guide asks for (At least 10 slides on table 22.1, 9 to 10 on table 22.2 and 2 to 3 on table 22.3): slide count, length, audio and visual, and the file or link type Canvas accepts.
Write the IPS first as a one-page document, then build the slides from it, keeping one point per slide. Use the course's tools: asset allocation, diversification, bond and equity choices, and where appropriate a hedge with options.
A structure for BUSI 538 Week 7 Investment Project PowerPoint
Word targets are planning numbers for about 1,200 words of body text, set by the length in the guide; the rubric decides where to spend more.
| Section | What it must do | Target |
|---|---|---|
| Investment management process | Planning, execution and feedback, at least 10 slides. | ~480 words |
| Investment policy statement | The nine components, 9 to 10 slides. | ~430 words |
| Portfolio policies | Objectives and constraints, 2 to 3 slides. | ~170 words |
| Integration | Course topics applied. | ~120 words |
A topic angle that works
This is an applied, forward-looking exercise in which you are the client. Set your own return objective and risk tolerance, then state constraints (time horizon, liquidity, taxes, legal and unique circumstances) and the asset allocation that follows.
Model paragraph with notes
An original paragraph written by our desk to show the register that earns full rubric credit. It is study material: learn the moves, then write your own.
Slide 14, Constraints: Time horizon, 32 years to retirement and 25 years in retirement. Liquidity, six months of expenses held in a money market fund outside the portfolio. Taxes, maximize 401(k) match and Roth IRA first; hold bonds in tax-deferred accounts. Unique circumstances, plan to help fund two children's education in 15 to 18 years.
- Concrete constraints.
- Account placement.
- Personal facts.
Mistakes that cost points on BUSI 538 Week 7
- Generic IPS.
- Too few slides on table 22.1.
- No constraints.
Checklist before you submit
- Length: At least 10 slides on table 22.1, 9 to 10 on table 22.2 and 2 to 3 on table 22.3
- Sources: Bodie chapter 22 and the whole course
- Slide count and time limit within the guide's numbers
- Audio, notes or video included if the guide asks
- Each rubric row read against the section that answers it
Questions students ask
How many slides does the BUSI 538 PowerPoint need?
At least 10 on table 22.1, 9 to 10 on table 22.2 and 2 to 3 on table 22.3.
How many points is BUSI 538 Week 7 Investment Project PowerPoint worth?
100 points in Liberty's published course guide for BUSI 538, out of a course total of 1,010 points (about 10% of the grade). The rubric attached to the assignment in Canvas shows how those points are divided.
Is BUSI 538 Week 7 the same in every section of BUSI 538?
This guide follows Liberty's published course guide for BUSI 538. Liberty notes that course content can change from term to term, so if your Canvas section shows different instructions, a different week or different points, follow Canvas and your instructor.
Want a tutor to look at your draft?
Send the instructions and what you have so far. A Liberty tutor replies with what to fix first, usually within the hour.