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You have been charged with the task of writing an investment proposal and strategy that will be used as a research and marketing tool in raising the necessary capital for the fund. You can choose any art market/sector or combination of markets/sectors. Consider the following elements in the proposal:
– Investment Strategy/Objectives
– Art Market Structure [of chosen sector(s)]
– Art Market Size & Composition [of chosen sector(s)]
– Art Market Risks/Opportunities [of chosen sector(s)]
– Art Market Performance/comparative performance [of chosen sector vs other sectors]
– Investing in Art Through The Fund (Advantages/Disadvantages)
– Portfolio Construction (risk, return, correlation with other assets)
– Special Acquisition Strategies
– Value Enhancement Strategies
– Professional & Expert Biographies [what experts would you bring on board]
– Appropriate Research Methodology and Reference to Relevant (Academic) Theory
PS: There has got an example of arranging analyzations together in to an excel. Make your own one (Minimum 3 areas), then based on that, make analyzations.
Structure and clarity: Is the proposal clearly and professional presented? Is it logically structured? Are the key points convincingly argued?
Understanding and expertise: Is there evidence of sufficient depth, understanding and knowledge of the chosen sector(s)]?
Rigour of research: What tools/methodology has been used to undertake the research? Are a range of relevant sources used to inform the discussion?
Application of the theory: Is there evidence of understanding of underlying theory, where relevant? Are there references to appropriate academic debates that can inform practical choices?
Credibility: Would the reader invest, if s/he had the money? Is the proposal sound?
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