09 Jul NOTE: DEADLINE IS 20 HOURS FROM NOW. DOE FINANCE EXPERT ONLYQuesti
NOTE: DEADLINE IS 20 HOURS FROM NOW. DOE FINANCE EXPERT ONLYQuestion: The assignment is an individual report on investment strategy for a small fund. You are the portfolio manager of a UK-based fund and have to build a small portfolio. The fund should be a balanced portfolio of equities and bonds and should include equities from 4 companies and 4 bonds (government or corporate debt securities). You are borrowing £1,000,000 for four weeks at the rate LIBOR + 2.5% (annual quote). Your objective as portfolio manager is to produce a fund that should deliver an annualised return of 15%. The holding period is 4 weeks (beginning and end of investment to be decided by the fund manager). Trading is allowed during the holding period (transaction costs are assumed to be zero). No short-selling nor use of other funds allowed. Part 1A) By undertaking fundamental analysis of company shares select at least twoequity sectors that you expect to perform well in the coming 4 weeks. Within each sector, on the basis of your analysis (qualitative as well as quantitative such as company news, current and expected P/E ratios, EPS, Dividends, return and sales forecasts, etc.) select 2 companies that you expect to outperform the equity market. By undertaking fundamental analyses on government and corporate bonds (government debt, expectations on credit rating, changes in yield, duration, convexity) select 4 debt securities that you expect to perform well in the coming month. (Marks allocated: 40%) allocation (% of capital allocated to each asset within the portfolio)(Marks allocated: 10%) C) Select a benchmark index against which to compare your results at the end of the investment period. (Marks allocated: 10%)Part 2Monitor the performance of the portfolio on a weekly basis. In terms of fundamental factors explain reasons for the changes you are observing. Critically evaluate the performance of your portfolios against the performance of the selected benchmark by using the Sharpe ratio, Treynor ratio or Jensen’s Alpha. (Marks allocated: 30%)Part 3Conclude and explain the divergences you observe between your portfolio and the benchmark in terms of passive or active management theories and concepts.(Marks allocated: 10%- no more than 200 words) Format: An Excel spreadsheet (labelled with your student number), containing performance data or used for all calculations where necessary Answer all three questions in this coursework and present your investment plan and findings in a professionally formatted report.. The report is 1500 words (±10%), with size 12 font and 1.5 line spacing for the main text. List of References should be included if any materials were cited in the report, following the Harvard Referencing Style. Appendixes may be used where necessary to include data. NO PLAGIARISM!!!SEE THE EXCEL FILE ATTACHED
Our website has a team of professional writers who can help you write any of your homework. They will write your papers from scratch. We also have a team of editors just to make sure all papers are of HIGH QUALITY & PLAGIARISM FREE. To make an Order you only need to click Ask A Question and we will direct you to our Order Page at WriteDemy. Then fill Our Order Form with all your assignment instructions. Select your deadline and pay for your paper. You will get it few hours before your set deadline.
Fill in all the assignment paper details that are required in the order form with the standard information being the page count, deadline, academic level and type of paper. It is advisable to have this information at hand so that you can quickly fill in the necessary information needed in the form for the essay writer to be immediately assigned to your writing project. Make payment for the custom essay order to enable us to assign a suitable writer to your order. Payments are made through Paypal on a secured billing page. Finally, sit back and relax.
About Writedemy
We are a professional paper writing website. If you have searched a question and bumped into our website just know you are in the right place to get help in your coursework. We offer HIGH QUALITY & PLAGIARISM FREE Papers.
How It Works
To make an Order you only need to click on “Order Now” and we will direct you to our Order Page. Fill Our Order Form with all your assignment instructions. Select your deadline and pay for your paper. You will get it few hours before your set deadline.
Are there Discounts?
All new clients are eligible for 20% off in their first Order. Our payment method is safe and secure.