| Grading for this assignment will be based on answer quality, logic / organization of the paper, and language and writing skills, using the following rubric. |
| Points: 200 | Assignment 1: Portfolio Management |
| Criteria | Unacceptable | Fair | Proficient | Exemplary |
| | Below 70% F | 70-79% C | 80-89% B | 90-100% A |
| 1. Analyze the relationship between risk and rate of return, and suggest how you would formulate a portfolio that will minimize risk and maximize rate of return. | Did not submit or incompletely analyzed the relationship between risk and rate of return, and / or did not submit or incompletely formulated a portfolio that will minimize risk and maximize rate of return. | Partially analyzed the relationship between risk and rate of return, and / or partially suggested how you would formulate a portfolio that will minimize risk and maximize rate of return. | Satisfactorily analyzed the relationship between risk and rate of return, and satisfactorily suggested how you would formulate a portfolio that will minimize risk and maximize rate of return. | Thoroughly analyzed the relationship between risk and rate of return, and thoroughly suggested how you would formulate a portfolio that will minimize risk and maximize rate of return. |
| Weight: 20% |
| 2. Formulate an argument for investment diversification in an investor portfolio. | Did not submit or incompletely formulated an argument for investment diversification in an investor portfolio. | Partially formulated an argument for investment diversification in an investor portfolio. | Satisfactorily formulated an argument for investment diversification in an investor portfolio. | Thoroughly formulated an argument for investment diversification in an investor portfolio. |
| Weight: 15% |
| 3. Address how stocks, bonds, real estate, metals, and global funds may be used in a diversified portfolio. Provide evidence in support of your argument. | Did not submit or incompletely addressed how stocks, bonds, real estate, metals, and global funds may be used in a diversified portfolio. Did not submit or incompletely provided evidence in support of your argument. | Partially addressed how stocks, bonds, real estate, metals, and global funds may be used in a diversified portfolio. Partially provided evidence in support of your argument. | Satisfactorily addressed how stocks, bonds, real estate, metals, and global funds may be used in a diversified portfolio. Satisfactorily provided evidence in support of your argument. | Thoroughly addressed how stocks, bonds, real estate, metals, and global funds may be used in a diversified portfolio. Thoroughly provided evidence in support of your argument. |
| Weight: 15% |
| 4. Evaluate the concept of the efficient frontier and how you will use it to determine an asset portfolio for a specified investor. | Did not submit or incompletely evaluated the concept of the efficient frontier and how you will use it to determine an asset portfolio for a specified investor. | Partially evaluated the concept of the efficient frontier and how you will use it to determine an asset portfolio for a specified investor. | Satisfactorily evaluated the concept of the efficient frontier and how you will use it to determine an asset portfolio for a specified investor. | Thoroughly evaluated the concept of the efficient frontier and how you will use it to determine an asset portfolio for a specified investor. |
| Weight: 15% |
| 5. Consider the economic outlook for the next year in order to recommend the ideal portfolio to maximize the rate of return for the short term and long term. Explain the key differences between the short and long term. | Did not submit or incompletely considered the economic outlook for the next year in order to recommend the ideal portfolio to maximize the rate of return for the short term and long term. Did not submit or incompletely explained the key differences between the short and long term. | Partially considered the economic outlook for the next year in order to recommend the ideal portfolio to maximize the rate of return for the short term and long term. Partially explained the key differences between the short and long term. | Satisfactorily considered the economic outlook for the next year in order to recommend the ideal portfolio to maximize the rate of return for the short term and long term. Satisfactorily explained the key differences between the short and long term. | Thoroughly considered the economic outlook for the next year in order to recommend the ideal portfolio to maximize the rate of return for the short term and long term. Thoroughly explained the key differences between the short and long term. |
| Weight: 20% |
| 6. 4 references | No references provided | Does not meet the required number of references; some or all references poor quality choices. | Meets number of required references; all references high quality choices. | Exceeds number of required references; all references high quality choices. |
| Weight: 5% |
| 7. Clarity, writing mechanics, and formatting requirements | More than 6 errors present | 5-6 errors present | 3-4 errors present | 0-2 errors present |
| Weight: 10% |
amybeth1976
Fin.550Assignment1GradingRubric.xlsx
