Examine seminar materials for ideas on how to choose fixed income and equity instruments. Consider Modern portfolio theory and Capital assets Pricing Model reasons when choosing stocks and bonds.

Instructions for assessment

The assessment for this module relates to a single coursework submission (in a maximum of 3000 words), requiring you to complete a small project based on your choice of an investment portfolio.

Investment portfolio exercise:

You have £1,000,000 to invest. You should study the markets and the available financial products and then select a portfolio of between 5 and 10 individual products/assets. The products that you include in the portfolio may be fixed income, equity, ETF or cash in any combination, although all must be listed in a publication where they can be tracked and measured.

The portfolio should be monitored, analysed, re-balanced and reported upon. The report should contain an analysis of your chosen investments with a detailed reasoning for your selection. You are expected to consider all the risk factors involved and also to give a brief assessment of your expectations.

Note that this is an assessment of your ability to thoughtfully construct and justify a portfolio and your ability to report and analyse its performance professionally. You should do external research and explain your answers.
Word limit: 3000

The actual performance of the portfolio will not be a factor in the marking of your work i.e. you will not get more marks for a portfolio which makes more money.

Instructions for setting initial assessment portfolio during reading week:

• Read the assignment.

• Identify assets allocation structure of your portfolio based on the principles in chapter 28 and test you completed in week 1.

• Examine seminar materials for ideas on how to choose fixed income and equity instruments. Consider Modern portfolio theory and Capital assets Pricing Model reasons when choosing stocks and bonds

• Create portfolio using www.portfoliovisualizer.com (https://www.portfoliovisualizer.com/optimize-portfolio )during reading week. The portfolio should consist with bond, ETF, stocks, cash, cash equivalent instruments

• The portfolio should consist from minimum 5 to maximum 10 assets.
• The portfolio period should be approximately 5 years (from 2016)
• Take into consideration monetary policy and macroeconomic outlook of the key markets (UK, US, emerging markets) which you believe best corresponds with your investment objectives
• We suggest rebalancing your portfolio if you believe some stocks performs poorly

Assessment Criteria (see rubric for further details).

Your report should address following topics:

1. Introduction: setting the terms of the exercise (25%)

a) Investment objective based on investment banking practice. Address your investor expectations and constraints;
b) Demonstrate how your investment policy and framework (asset allocation decisions in to Equities, Bonds, etc.) match with your investor profiling;
c) Market view: discussion of broad economic trends and monetary policy outlook that are relevant to your universe of assets and which underpin your investment rationale.

2. Individual holdings (40%)

Identify between 5 to 10 holdings.

a) Highlight why you bought, hold or sell your holdings.
Your investment decisions should be supported by relevant traditional investment theories (Modern portfolio theory, Capital assets Pricing Model, Gordon Growth Model, “Comparables” P/E ratio).

b) Reflect upon your investment and identify relevant behavioural concepts that could be used to explain your own irrationality and help you take advantage of market irrationality in your investment strategies.

3. Portfolio performance over the monitored time period (25%)

a) Analyse portfolio performance against the benchmark. Using appropriate risk and returns measures and ratios.

b) Conclusion based on portfolio performance. Did it perform in line with the initial rationale? If not, what factors influenced it that appear to have been different or unexpected?

Elitewriterhelp.com is an online academic writing platform that provides essay and assignment solutions to students from all nations around the world. Based in the United States, Elitewriterhelp.com assists students from over 100 countries with their assignments and essays.

The countries that Elitewriterhelp serves are Australia, Canada, New Zealand, United Kingdom (UK), United States (USA), Ireland, South Africa, Austria, Belgium, Bulgaria, Denmark, Finland, France, Germany, Greece, Hungary, Iceland India Italy Japan Liechtenstein Malta Netherlands Norway Poland Portugal Romania Slovakia Slovenia Spain Sweden Switzerland Turkey Ukraine Uzbekistan Vietnam.

Elitewriterhelp specialists offer custom-written papers covering various topics on different academic levels, such as High School/College/ University/Master/ Ph.D., depending upon the requirements of the customer’s individual assignment or project type. Through our services, you can get help in any subject from math problem-solving to proofreading and editing essays for spelling errors or simply helping with English class assignments for those non-native English speakers out there who need some extra help translating their papers into perfect English!

Whether it be research papers or just essay writing for an exam preparation course – we have you covered! We also specialize in providing customized thesis and dissertation writing services which include literature review analysis & composing high-quality content within your given timeline so you do not miss any important deadlines set by your professor or instructor! Our experts guarantee top-quality papers no matter what type of academic level they may be written at; whether it’s a college freshman student looking to pass his first history class or a graduate school student trying to finish her Ph.D. dissertation – EliteWriterHelp has got them covered!

In addition to this plethora of services offered through our website, we also provide professional consultation on various topics including personal branding advice; career development guidance; resume/CV design assistance; cover letter draft-building tips; informative speech guidance; data visualization techniques coaching & more! So whatever educational challenge lies ahead – EliteWriterHelp is here to provide appropriate solutions tailored exactly according to each customer’s individual needs and preferences!

Elite Writer Help
Calculate your paper price
Pages (550 words)
Approximate price: -

Why Work with Us

Top Quality and Well-Researched Papers

We always make sure that writers follow all your instructions precisely. You can choose your academic level: high school, college/university or professional, and we will assign a writer who has a respective degree.

Professional and Experienced Academic Writers

We have a team of professional writers with experience in academic and business writing. Many are native speakers and able to perform any task for which you need help.

Free Unlimited Revisions

If you think we missed something, send your order for a free revision. You have 10 days to submit the order for review after you have received the final document. You can do this yourself after logging into your personal account or by contacting our support.

Prompt Delivery and 100% Money-Back-Guarantee

All papers are always delivered on time. In case we need more time to master your paper, we may contact you regarding the deadline extension. In case you cannot provide us with more time, a 100% refund is guaranteed.

Original & Confidential

We use several writing tools checks to ensure that all documents you receive are free from plagiarism. Our editors carefully review all quotations in the text. We also promise maximum confidentiality in all of our services.

24/7 Customer Support

Our support agents are available 24 hours a day 7 days a week and committed to providing you with the best customer experience. Get in touch whenever you need any assistance.

Try it now!

Calculate the price of your order

Total price:

How it works?

Follow these simple steps to get your paper done

Place your order

Fill in the order form and provide all details of your assignment.

Proceed with the payment

Choose the payment system that suits you most.

Receive the final file

Once your paper is ready, we will email it to you.

Our Services

No need to work on your paper at night. Sleep tight, we will cover your back. We offer all kinds of writing services.


Essay Writing Service

No matter what kind of academic paper you need and how urgent you need it, you are welcome to choose your academic level and the type of your paper at an affordable price. We take care of all your paper needs and give a 24/7 customer care support system.


Admission Essays & Business Writing Help

An admission essay is an essay or other written statement by a candidate, often a potential student enrolling in a college, university, or graduate school. You can be rest assurred that through our service we will write the best admission essay for you.


Editing Support

Our academic writers and editors make the necessary changes to your paper so that it is polished. We also format your document by correctly quoting the sources and creating reference lists in the formats APA, Harvard, MLA, Chicago / Turabian.


Revision Support

If you think your paper could be improved, you can request a review. In this case, your paper will be checked by the writer or assigned to an editor. You can use this option as many times as you see fit. This is free because we want you to be completely satisfied with the service offered.