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指导英国coursework-Investment Management Coursework,BAC 305
Investment Management Coursework 2010/2011
Portfolio Construction and Performance
You are to form teams (3 or 5 people) and form an Investment Fund Management Team. .
• As a team you have £ 100,000,000 to invest across a minimum of 10 equities holdings and a maximum of 20. It would be useful/interesting to use the international make-up within this module to team up with individuals who have knowledge of overseas companies… Who is France’s answer to Marks & Spencer ?? India’s answer to Vodaphone??
This is neither an instruction nor a requirement just a suggestion.
• Each individual is to produce a list of recommended investments for the team who will decide which shares are chosen for initial investment. Each individual will submit a written report (C 750 words) detailing their choices and brief rationale. These to be submitted via Blackboard by 17.00 5th November 2010.
o This equates to 20% of coursework mark
• The Group will make a presentation (during seminars in the week commencing 8th November) detailing their portfolio choices.
o This equates to 10% of coursework mark
• The Group will monitor their portfolio and advise me by Friday 17.00 each week (via email) as to any changes in their portfolio. Closing date for monitoring 17th December 2010
o Your final group report will detail rationale for all changes
o Charges for transaction 0.05% of transaction value on sale and purchase.
• A Group written report is due in 11th February 2011 detailing the performance of the fund
o How has it fared in real terms?
Fund Managers live or die by results and so (a little) shall you
•指导英国coursework-Investment Management Coursework Mean Group performance no adjustments
•
• 5% better / worse + / - 1% of grade
• 6- 10% better / worse + / - 2% of grade
• 11-15% better / worse + / - 3% of grade
• 16-20% better / worse + / - 4% of grade
• > 21% better / worse + / - 5% of grade
No group will be lowered under 40%
o What is the annualised fund return?
o What dividends were received?
o What where your biggest mistakes and successes?
o This equates to 10% of coursework mark
• A Group presentation of overall performance and lesson learnt. These will take place in week commencing 14th February
o This equates to 20% of coursework mark
• An individual reflective report (c1500 words). These to be submitted via Blackboard by 17.00 15th April 2011.#p#分页标题#e#
o What lessons learnt?
o Would your original suggested portfolio have performed better than the group’s?
o Did the group follow your suggestions?
Should they have? And vice versa
o This equates to 40% of coursework mark
This module has the following learning outcomes – and those highlighted are being assessed within thiscoursework.
1. Appreciate the roles and origins of the global financial markets.
2. Appreciate the main investment theories
3. Assess financial needs and decision making processes
4. Understand the role and functions of fund managers
5. Understand the role of the taxation regime on investments
6. Understand the workings of the Regulatory Bodies E.g. Financial Services Authority
7. Have an appreciation of the major issues in investment today
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