Question
Can someone please explain to me what I have to do here or how to get started. This is a project we have to do
Can someone please explain to me what I have to do here or how to get started. This is a project we have to do in class it is about Portfolio Management Process, so please can someone guide me on how to get started with it and what to do.. Thanks in advance! The guidelines are belowdo.. Thanks in advance! The guidelines are below
General
>Each team will start with $1,000,000 cash to be invested beginning 9/30/17 closing in accordance with the management style as assigned.
>The account is a cash account and no margin can be used for this project.
Trading Rules
>Assume that there are no commissions associated with trading for this project.
>It is the responsibility of the team to keep track of the trade prices.
Reporting
>Each team will write a report monthly to the professor in a format designed by them to include performance, account characteristics and any other information the team deems important.ite
>Each team will want to develop an internal decision-making mechanism which will support their buy/sell decisions. This is documentation that will be handed into the professor as part of the closing package to be handed in.
Month of October
>Background Information Provided
>Each team will be responsible for written documentation of the following:
>Organization of Firm (Who will do what)
?Investment Philosophy & Process with stated discipline to include
>Top Down vs. Bottom Up
>Market Timing (yes or no)-holding large cash positions
>Growth vs. Value
>Security Selection Process
Fundamental Analysis used
Technical Analysis used
>Portfolio Construction
Average number of securities held in portfolio
>Equal weighted positions or relative to securities position in the benchmark index.
> Management of portfolio
> Reporting of transactions taking place during period
> Performance/Portfolio Reporting (Month End)
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