Writing Assignment

Exemplary

Proficient

Acceptable

Poor

Not Apparent

Technical- Grammar

Uses wording, grammar, spelling and punctuation accurately and correctly (including APA format). Execution is excellent. (PTS 20)

Well executed. Few grammar or writing errors (including APA format). (PTS 16)

Execution is fair. Many grammar or writing errors (APA format often used incorrectly). (PTS 14)

Falls short of the required length for the assignment. Very difficult to read (frequently does not use APA forma). (PTS 12)

Does not use APA Format. /No assignment submitted or submitted late (PTS 10)

Organization

Is well organized. Uses logical sequencing including introduction, transitions between paragraphs, and conclusion to develop main idea(s). (PTS 20)

Reads easily. Is fairly well organized. Reader can follow the line of reasoning for the most part. (PTS 16)

Hard to read. Not well organized. In general, although ideas are not always clear the reader understands the intent. (PTS 14)

Ideas poorly organized. Reader cannot identify a line of reasoning and becomes frustrated or loses interest. (PTS 12)

No organization is evident. Reads like a last minute effort/No assignment submitted or submitted late (PTS 10)

Conceptual Understanding

Able to reduce risk through diversification

Demonstrates an excellent understanding of how to measure expected return, variance, & covariance. Addressed all of the assignment components. Exceptionally, well thought out response. (PTS 20)

Illustrates a competent grasp of how to measure expected return, variance, and covariance. Shows some progress in relating asset allocation and diversification to an unfamiliar situation. (PTS 16)

Shows the beginning of understanding of how to measure expected return, variance, and covariance. Has some specific information. Addressed most of the assignment components. Not detailed. (PTS 14)

Demonstrates a serious weakness in the understanding of the measurement of expected return, variance, and covariance. Lacks an understanding of the theories and concepts relevant to the assignment criteria. No evidence of having given the assignment real thought. (PTS 12)

Does not show any knowledge of the principles and concepts of the evaluation of alternative investments /No assignment submitted or submitted late (PTS 10)

Theory Application

Demonstrates competency, understanding Modern Portfolio Theory

Showed excellent accomplished skills in the ability to explain the Markowitz formula and how to achieve organizational goals. (PTS 20)

Student demonstrates above average competency in understanding the Markowitz formula and how to achieve organizational goals (PTS 16)

Showed some competency in knowing the principles and concepts of the Markowitz formula. Needs to develop an understanding of the data needed to gain a full understanding of asset allocation & diversification. (PTS 14)

Demonstrated a lack of competency in understanding the principles of the Markowitz formula. Did not exhibit an ability to apply theories to practical problems within the context of the assignment (PTS 12)

Does not demonstrate competency in understanding the principles of investment risk /No assignment submitted or submitted late. (PTS 10)

Knowledge Integration-Conclusion /Sources of risk

Demonstrates an excellent ability to understand, comprehend, and interpret modern portfolio theory and portfolio management. (PTS 20)

Shows an above average ability to understand, modern portfolio theory and portfolio management. (PTS 16)

Demonstrated some ability to comprehend modern portfolio theory. Insufficient details. Not well thought out response.(PTS 14)

Used marginal skills to address some of the assignment components. Shows no clear ability in comprehending modern portfolio theory and portfolio management. (PTS 12)

No evidence of having given the assignment much thought/No assignment submitted or submitted late. (PTS 10)