Financial Markets

Presentation & Executive Memorandum / Mid-Term Summative Assessment

Slide Show – Video or F2F Activity brief

BCO224 – Financial Markets online Campus

Professor: Carlos B. Steinblock - [email protected]

Description Follow a public traded assets and analyze the changes of your

fictive investment. Write a presentation and an executive memo of

your findings. Choose three of the following companies or mutual

funds:

1) Procter & Gamble 2) Conduent 3) Xerox 4) Zoom 5) Coinbase 6) JP Morgan 7) HP Enterprise

1) Blackrock Managed Income Fund · BLADX 2) BMO Conservative Allocation Fund · BDVSX 3) Vanguard LifeStrategy Income Inv · VASIX 4) Wells Fargo Diversified Income BuilderFd · EKSAX 5) JHancock Retirement Income 2040 Fund · JRIFX 6) Columbia Income Builder Fund · RBBAX 7) American Funds College 2024 · CFTAX

Remember that:

“An executive memorandum is a short document that aims to inform management or decision makers about any issues in connection with the business (projects and project developments) that would need approval with the management.”

Format • Arial Font, size 12

• Double-spaced

• Your presentation and executive memo are individual and should be uploaded in Moodle using Turnitin.

• Avoid any “copy-paste” practice to prevent possible problems of plagiarism.

• Please use the Harvard Referencing System

• Presentation should be between 15 and 20 slides, and executive memorandum should be between 1,750 and 2,250 words, excluding references.

• Both documents need to be uploaded in pdf format. You can edit them though in your preferred platform.

In your presentation you should:

1) Describe graphically the trend of the stock prices during the last 4 months and, in more detail, during the las 3 weeks. How did you invest 50,000. – USD? What was the gain or loss on submission day?

2) Explain the observed trends. 3) Relate these trends to relevant contextual information

(example: public health crisis globally / lockdowns)) 4) Regarding this context, briefly forecast the changes in

prices for the next month.

In your executive memo to the investment manager you should:

1) Explain your findings based on the information contained in the presentation. The presentation of these findings must be clear and useful to inform portfolio investment decision making.

2) Make investment recommendations based on these findings.

Goal(s) The aim of this assessment is that the student understands and

analyzes the securities market. It is important that he/she spots the

relationships between performance, news, the industry, and

politics. Also making technical analysis of the curves with support

and resistance levels, etc.

Due date Date: Monday, 23 August 2021 Time: 14:00 CEST

Weight towards final grade

This activity has a weight of 40% towards the final grade.

Learning outcomes

• demonstrate a deep understanding of the role of financial markets and financial institutions

• examine the financial instruments

• analyze stock price changes

Assessment criteria

See grading rubric below

Grading Rubric

Exceptional 90-100 Good 80-89 Fair 70-79 Marginal fail 60-69

Knowledge &

Understanding

(40%)

Student demonstrates

excellent understanding of

key concepts and uses

vocabulary in an entirely

appropriate manner.

Student demonstrates good

understanding of the task and

mentions some relevant

concepts and demonstrates

use of the relevant

vocabulary.

Student understands the task

and provides minimum theory

and/or some use of

vocabulary.

Student understands the task

and attempts to answer the

question but does not mention

key concepts or uses

minimum amount of relevant

vocabulary.

Calculation

(20%)

Student demonstrates

excellent ability to calculate

and understand all key

formulas & exercises.

Student demonstrates good

ability to calculate and

understand all key formulas &

exercises.

Student demonstrates fair

ability to calculate and

understand all key formulas &

exercises.

Student demonstrates

insufficient ability to calculate

and understand all key

formulas & exercises.

Analysis

(30%)

Student demonstrates an

excellent ability to interpret

statistics and the calculation

results, as well as a highly

critic approach.

Student demonstrates a good

ability to interpret statistics

and the calculation results, as

well as a good critic approach.

Student demonstrates a fair

ability to interpret statistics

and the calculation results, as

well as a fair critic approach.

Student demonstrates an

insufficient ability to interpret

statistics and the calculation

results, as well as an

insufficient critic approach.

Communication

(10%)

Student communicates their

ideas extremely clearly and

concisely, respecting word

count, grammar and

spellcheck.

Student communicates their

ideas clearly and concisely,

respecting word count,

grammar and spellcheck.

Student communicates their

ideas with some clarity and

concision. It may be slightly

over or under the wordcount

limit. Some misspelling errors

may be evident.

Student communicates their

ideas in a somewhat unclear

and unconcise way. Does not

reach or does exceed

wordcount excessively and

misspelling errors are evident.