Portfolio Management Written Assignment

Mid-term Course Assessment Research Report

Written assignment Activity brief

BBA 325 Portfolio Management Online campus

Professor: Robin Reid | [email protected]

Description Carefully select two mixed funds of your own choice. The first should

have a very high, positive performance record, the second a loss-

making performance record. Then answer the following questions:

• Why have the funds performed so well/badly? Consider the following perspectives:

o Political

o Macro-Economic

o Sector

o Internal Factors and policies

• Provide financial analysis, together with ratios, and risk and return values.

• Use articles/trade comments to support your case.

• What recommendations would you offer to improve performance?

Please ensure that you add both fund fact sheets to your

assessment when uploading your work as one document only

Format This activity must meet the following formatting requirements:

• Font size 12

• Double-spaced

• 2,000 words +/- 10%

• Harvard Referencing System

• pdf only

Goal(s) The aim of the assessment is to demonstrate a thorough grasp of the concepts of portfolio management

Due date Date: Monday, August 23rd, 2021 Time: 14.00hrs

Weight towards final grade

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

Learning outcomes

A thorough understanding of financial statements and the concepts of

risk and return

The demonstration of a comprehensive grasp of assets and how they

function.

Assessment criteria

Please refer to the rubric, in the next page.

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

Knowledge &

Understanding

(20%)

Student produces a

portfolio which

demonstrates excellent

understanding of key

concepts of risk and return.

Student produces a

portfolio which is only

partly justified but provides

a fair spread of risk and

return.

Student produces a

portfolio which lacks

justification and an

appropriate spread of risk

and return

Student provides neither

the correct number nor

type of funds and omits to

justify the selection of

funds.

Application (30%) Student applies his grasp

of the subject matter with

the correct choice of funds

and balanced portfolio.

Detailed justification of

fund selection is evident.

Student applies relevant knowledge to the choice of some of the funds selected.

More detailed justification

is required.

Student applies some

relevant knowledge but the

fund selection is limited

and unconvincing. Key

omissions are evident in

the justification of the

choice of funds.

Student neither chooses

the correct number of

funds nor an inappropriate

spread of investment.

Critical

Evaluation (30%)

Student critically assesses

the choice of funds through

detailed evaluation of fund

selection and is able to

substantiate convincingly

the rate of return on

investment.

There is clear evidence of

critical evaluation by the

student of some but not all

of the funds within the

portfolio. A clear effort to

research investments is

evident.

Student provides only a

few insights into fund

selection, in respect of risk

and return and a lack of

research is evident.

Student shows little or no

critical thinking insights

and this is reflected in the

choice of portfolio.

Communication (20%) 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 spelling errors may

be evident.

Student communicates

their ideas in a somewhat

unclear and unconcise

manner. Does not reach or

exceed wordcount and

spelling errors are evident.