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BA (Hons) Finance and Investment Management
Index (Bloomberg Ticker: DSM Index). However, you are allowed to select benchmark(s) that you believe is(are) suitable for evaluation purpose. Likewise, students are allowed to invest in exchange(s) from anywhere in the world.
You must value your portfolio and take into account the transaction cost which is 1% of transaction amount per trade (same for passive portfolio).
You are encouraged to use Bloomberg Financial Database but you can also use publicly available financial database sources such as Yahoo finance and Google finance. Similarly, you can use Bloomberg portfolio analysis tools or make analysis through calculations in MS Excel.
In your final investment report, you are required to address the following:
1. Discuss your investment philosophy. Demonstrate how your asset allocation decisions match with your investor profiling. Forecast the market and discuss what assumptions you made in your market forecasting analysis. Discuss how it differs from your investment five years ago.
(10 marks, 600 words)
2. Reflect upon your rebalancing strategies. In this section, you should highlight why you bought, held or sold your shares and whether the rebalancing changed the nature of your portfolio. Your rebalancing strategies should be supported by relevant investment theories and assets pricing models. Additionally, you are required to identify relevant behavioural biases and explain your own irrationalities observed during construction and management of the equity investment portfolio. This should be strongly underpinned by academic literature.
(45 marks, 1,200 Words)
3. Evaluate your portfolio’s risk-adjusted absolute and relative performance. You should also explain the performance difference between your portfolio and the given benchmark(s) using techniques such as attribution analysis and tracking error. Additionally, you should link and evaluate your strategies, including active and passive, results and risk taking decisions with your investment philosophy. Your discussion should be supported by relevant theories and academic literature.
(45 marks, 1,200 Words)
You are advised to read the guidance for students regarding assessment policies. They are available online here.
Late submission of work
Where coursework is submitted without approval, after the published hand-in deadline, the following penalties will apply.
For coursework submitted up to 1 working day (24 hours) after the published hand-in deadline without approval, 10% of the total marks available for the assessment (i.e.100%) shall be deducted from the assessment mark.
Coursework submitted more than 1 working day (24 hours) after the published hand-in deadline without approval will be regarded as not having been completed. A mark of zero will be awarded for the assessment and the module will be failed, irrespective of the overall module mark.
These provisions apply to all assessments, including those assessed on a Pass/Fail basis. The full policy can be found here.