13 Jun Finance assignment
Finance & Investment Spring Semester, 2018/2019
General information: Organisation Group (group members shall not exceed 4 students/group)
Assessment 30% of the total coursework marks.
Submission requirements Submission date 19
th May 2019
Font Calibri Font size 11 Line spacing 1.5
Margins Top: 2.54 cm; Bottom: 2.54cm; Left: 2.54cm; Right:2.54cm Length Not exceeding 10-15 pages Reference format APA Style Binding Stapled/Comb binding
Instructions:
B uilding a portfolio by using a mixture of financial instruments with maximum returns and just the right quantity of risk is crucial to successful investing. In this course, you have learned about types of financial markets and investments, short-term and long-term investment objectives, and portfolio management. For this assignment, you will select one scenario from the list below, write an essay and provide a proper analysis and investment strategy proposal.
Your report shall cover but not limited to the following sections.
Scenarios Choose one of the following Scenarios for your assignment. Research the required topics and use what you have learned in the course to create your analysis and investment strategy proposal.
1. Ahmed is a retired 67-year-old who has OMR200,000 after selling his small business. He is planning to invest this money. Ahmed would like the capital to rise quicker than inflation to sustain the purchasing power of his wealth. However, he would also like to make low-risk investments and have easy access to at least OMR20,000 per year for the next five years.
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2. Rosa and Tobias are both 40 years old. They have two main financial objectives:
saving for retirement and saving for their nine-year-old son’s education. Tobias recently inherited money from his uncle, and after taxes, has Euro300,000. Rosa and Tobias like to invest this inheritance and an additional Euro 800 each month from their joint earnings in hopes of reaching maximum return. Rosa and Tobias want to retire 20 years from now, and their son will need to start drawing money from the college fund in 9 years.
3. Saba is 35 years old. She just won the lottery and decided to take a lump sum
payment. After paying taxes, she has Euro 2 million left. Saba wants to directly spend Euro300,000 and invest the rest of her money. She doesn’t want to risk her money, but she wants to maximize her return so that she can leave her job now.
Any of the above scenarios you may choose, your analysis and investment strategy proposal should include:
I. Describe generally how stocks, bonds, funds, futures, debts, and other investment instruments are traded in financial markets.
II. Investigate potential investment occasions that align with the financial objectives of the scenario.
III. Recommend particular investment to generate a portfolio from the existing capital. IIII. Assess the risk of the suggested investment and the influence that diversification,
taxes, inflation, and currency fluctuation could have on the planned portfolio.
V. Compute expected rates of return on each item in the planned investment portfolio. VI. Propose strategies for long-term and short-term investment; comprise justifications
for the suggestions you make.
Reminders:
It is vital for students to perform analytic thinking to complete this assignment. It is advisable for students to update their progress with their respective professor/tutor regularly. No thorough examination of report is required before submission. Plagiarism • Plagiarism include the following behaviours (but not limited
to): o copy another student’s work, o fail to properly cite other people’s work or give proper
credit to the original source, o hire or ask another individual to complete the
assignment for you,
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o copy too many words or ideas from one or two sources, that makes up a significant portion of your work, even with proper citation.
• The lecturer has the rights not to accept submission of plagiarised or duplicated work.
Group work • Each group member must actively participate in the
completion of the assignment. Free-riding is unethical and extremely unfair to fellow group members.
• Each group member is expected to keep the contact numbers and e-mail addresses of the other members of the group.
• The group leader has the responsibility to ensure that all group members play a part in the completion of the assignment. The group leader is also responsible to ensure that all members’ names are written on the final submission.
• It is the responsibility of each group member to ensure that the final submission is complete and of the acceptable standard.
Assessment rubrics Score Description
80% – 100% • Demonstrate complete understanding of the problem • Original contribution • Clear evidence of creativity • All requirements are included. • Report is well organised, with proper formatting and preliminary pages • All references are properly quoted and referred.
60% – 79% • Demonstrate sufficient understanding of the problem
• Original contribution • Some evidence of creativity • All requirements are included. • Report is well organised, with proper formatting and preliminary pages • All references are properly quoted and referred.
40% – 59% • Demonstrate partial understanding of the problem.
• Some original contributions • Some evidence of creativity • Most requirements are included. • Report is not organised, no proper formatting and preliminary pages • References are not properly quoted and referred.
20% – 39% • Demonstrate little understanding of the problem
• No evidence of original contribution • No evidence of creativity • Many requirements are not included. • Report is not organised, no proper formatting and preliminary pages • References are not properly quoted and referred.
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0% – 19% • Misunderstood the problem.
• No evidence of original contribution • No evidence of creativity • Significant requirements are not included. • Report is not organised, no proper formatting and preliminary pages • References are not properly quoted and referred.
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