Portfolio

Kingdom of Saudi Arabia Ministry of Education Saudi Electronic University

المملكة العربية السعودية وزارة التعليم الجامعة السعودية الإلكترونية

College of Administrative and Financial Sciences

Assignment 1

Portfolio Management (FIN424)

Due Date: 12/03/2022 @ 23:59

Course Name: Portfolio Management	Student’s Name:
Course Code: FIN424	Student’s ID Number:
Semester: Second	CRN:
Academic Year:2021-22-2nd

For Instructor’s Use only

Instructor’s Name:
Students’ Grade: Marks Obtained/Out of 10	Level of Marks: High/Middle/Low

General Instructions – PLEASE READ THEM CAREFULLY

· The Assignment must be submitted on Blackboard (WORD format only) via allocated folder.

· Assignments submitted through email will not be accepted.

· Students are advised to make their work clear and well presented, marks may be reduced for poor presentation. This includes filling your information on the cover page.

· Students must mention question number clearly in their answer.

· Late submission will NOT be accepted.

· Avoid plagiarism, the work should be in your own words, copying from students or other resources without proper referencing will result in ZERO marks. No exceptions.

· All answered must be typed using Times New Roman (size 12, double-spaced) font. No pictures containing text will be accepted and will be considered plagiarism).

· Submissions without this cover page will NOT be accepted.

Learning Outcomes:

CLO 4- Analyse and choose appropriate Alternative Investments Portfolio Management.

CLO 5- Evaluate portfolio performance and risk.

(Critical Thinking) Assignment Question(s) :

Q.1.Suppose you are creating the questionnaire to assess investor consistency, write at least five questions by which you can assess the personality of investors’ behavior and decision-making style. (3 Marks)

Q.2.What are the different Personality Types of Investors. As a Portfolio Manager, what type of investment strategy would you formulate for “Cautious Type” of Investors? (3 Marks)

Q.3.Why Ethical Conduct is a key requirement for managing Investment Portfolios? Support your answer with an appropriate example. (2 Marks)

Q.4.Write a situation, when there is a need to rebalance the portfolio. (2 Marks)

Answers

1. Answer-

2. Answer-

3. Answer-

4. Answer-