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Portfolio management

Portfolio management

Portfolio management

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GENERAL INSTRUCTION
•
•
•
’ead Instructions under each section.
Please clearly write your name and ID number
This is individual assignment
Word limits: Minimum 1500 (excluding: Cover page, Reference)
Maximum Marks
o Report:
15
o Presentation: 05
Due date:
o Report Submission: 20 March 2023
o Presentation:
Week 13
You will be given …RO3core if plagiarism is 15% or above.
PROJECT GUIDELINES AND REQUIRED:
Assume you are a financial advisor and you have been approached by a potential client. She / He
seeks advice and wants you to invest their money on their behalf. You decide to construct a
portfolio to your client according to his / her risk profile (risk averse). Therefore, you are required
to offer and manage an investment portfolio that generate growth and income to your client. You
need to justify the choice of your portfolio and build a management plan based on a number of
considerations that you need to justify. Your justification and the management of the portfolio
should cover following considerations:
1. Risk and return of the investment (context UAE; 3 different companies from different
sectors). You are required to provide real data. (05 Marks, S1)
2. Investment over Business cycle (Context UAE). (05 Marks, K2)
3. Risk profile of your client and the purpose of the investment. (05 Marks, S2)
4. Base your findings on quarterly basis (assuming you invested 4 months ago).
5. Presentation (05 Marks, C2)
PREPARE PRESENTATION
1. Prepare a PowerPoint presentation in a precise form.
2. No detailed text should be mentioned in slides
3. Use of facts, figures and diagrams is appreciable
4. Presentation should finish within Ten minutes
Note: The written report will be assessed based on the quality of writing and oral presentation.
Procedures in the use of anti-plagiarism software
To ensure the high quality and effectiveness of the educational process as well as the
implementation of the academic integrity, the following are the main procedures in the use of antiplagiarism software considering the accepted percentage of similarity is 15%.
First time submission: All student with high plagiarism percentage will be given another attempt
to submit an updated assignment without any penalty.
Second submission: The grades deduction rates differ according to the plagiarism rate of each
student:
A) 16% to 30% plagiarism ratio, 25% of the activity grade is deducted and given one more
chance for repetition,
B) 31% to 40% plagiarism ratio, 50% of the score is deducted and given one more chance for
repetition and
C) More than 40%, student is given a score of zero {0} without giving chance to repeat.
Third submission: If the similarity rate is 15% or above, the student is given a score of zero {0}
in the submitted activity.
GOOD LUCK

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