FNCE $625$ Investment Analysis and Management

Individual assignment

Introduction:

In this individual assignment, you will prepare a report $($in the form of a PowerPoint presentation$)$ and present it in class $($most students will be selected for an in$-$class presentation, some may be required to submit a recorded presentation$).$

Create a portfolio comprising a collection of three asset classes $($two traditional assets, namely stocks and bonds$)$ and one alternative asset class $($any one of your choice$)$ taking into consideration risk$-$return and modern portfolio theory.

You are expected to explain the rationale behind your portfolio selections, and more importantly explain why the portfolio you have constructed using these assets is a robust, well constructed, efficient portfolio in line with the discussion on the subject in class and material covered.

Use data, and analysis to support your explanation.

Deliverables: PowerPoint slide presentation $(12$ slides max$)$ including portfolio with relevant risk$-$return metrics. In$-$class presentation $(5$ mins max$).$

Weight: $20\%($see rubric for more details$)$

Your written report should be structured with the following sections:

Introduction

Summary of Portfolio

Rationale for asset classes selected

Portfolio assessment

Conclusion

Submission:

The report should be in PowerPoint format and not exceed $12$ slides.

Most students will be selected to present in$-$class, some will have to submit a recording of their presentation

The time limit is $5$ minutes and applies to both those selected for an in$-$class presentation, and those selected to pre$-$record their presentation!

There will be grade penalties for exceeding the allotted time!

The PowerPoint presentation $($and video link for those not selected to present in class$)$ should be submitted before the class in which the individual presentations will take place as per the course outline.

For the submissions, you can pre$-$record the video and attach the link to the commentary section when you upload it to Brightspace.

You are not allowed to embed the video in PowerPoint, it must be a separate video link.

Please ensure that the sharing settings for your video are correct $($you need to ensure that I can access the recording, and not require further permission to do so$).$