Marking Marks awarded to correctly downloading data, gathering information, computing Criteria indicators/parameters, analysing those materials and developing a research report by using the analytical skills and theoretical knowledge learnt from this subject. Length 3000 words maximum plus references and appendixes (references and appendixes are not counted for the word limit). Weighting 25% Assessment 21 May 2021 (Friday in Session Week 11) Due Final submission time: 5:00pm Type of Collaboratio Group work n Style and format Research report style. A4 pages with 12 font, standard margin and 1.5 space plus reference and appendix pages. The report must be typed and neatly presented in a professional format. You may refer to the following website for general advice on how to write a report: www.uow.edu.au/content/groups/public/@web/@stsv/@ld/documents/doc/uow195620. pdf FIN 323 Subject Outline Autumn, 2021, Wollongong Page 11 of 17 Online via Moodle Assessment submission This assessment has been set up to be checked by Turnitin, a tool which helps you check whether you have referenced correctly. You can submit your assessment task to Turnitin prior to the due date and Turnitin will give you an originality report. You may then make any changes that may be required and resubmit your final version by the due date. Assessment return Within three weeks following submission. Detailed information To complete this assignment, you need to download data from Bloomberg terminals and/or the internet and search for literature and information from broad sources. You are expected to compute/analyse the data and information by using the skills and knowledge covered in the subject. The final outcome of this assignment is a research report. Students are required to form assignment groups to complete the assignment. Maximum number of each group is 4. Assignment groups must be registered on the subject Moodle site by Week 5. Any collusion and plagiarism will be heavily punished. Further instructions will be available on subject Moodle site by week 5. FIN323 Portfolio Management Major Assignment Background: You are going to apply for an investment analyst position at a top mutual fund. To put you above the competition and show your knowledge and skills in portfolio management, you will prepare a report on a hypothetical equity portfolio which you managed in the 2019/2020 financial year. Preliminary Information and requirements: You will write a report on a hypothetical equity portfolio to which you had invested $1,000,000 in Australian stocks between 01 July 2019 and 1 July 2020. As this report is to be completed in hindsight, final portfolio value will not be a critical marking criterion. Marking will centre on your ability to explain and justify your investment decisions, and evaluate performance of the hypothetical equity portfolio over the 12 months period. For simplicity, you can use an annual interest rate of 2% over the given year for all relevant calculations. Historical stock and stock market data must be collected from reliable sources, such as DatAnalysis, Yahoo Finance, Bloomberg and/or other finance databases. Section Abstract Table of Contents Introduction Marks 8 2 Summary A brief overview of the report Clear headings which reference all sections and subsections 20 . Research 25 . 30 . Portfolio management and performance evaluation O O Set a goal for your portfolio and explain the portfolio goal Explain possible business sectors where investment might be beneficial List some companies from the business sectors discussed in the introduction and explain why you are interested in those companies Analyse the companies outlined in the introduction using data and select stocks for your portfolio accordingly Finalise your portfolio for the start date and justify your asset allocation decision Evaluate annual performance of your portfolio over the 2019/2020 financial year and discuss: All trades over the 12 months period (if any) Annual performance of your portfolio Suggest a hedging strategy for your equity portfolio. Hint: use an option contract to protect value of your portfolio. Data is not required for the hedging strategy. Discuss implications of your portfolio performance evaluation results. Hint: Has your portfolio achieved the portfolio goal in the 2019/2020 financial year? Do you expect your portfolio achieve the portfolio goal over next 12 months? Readdress the goal of the report Summarise all major sections within the document Conclude the overall performance of your portfolio over the holding period UOW Harvard style referencing Websites and databases where the data was sourced for stocks, companies, sectors, economic indicators etc . Conclusion 10 . References 5 TOTAL 100 Marking Marks awarded to correctly downloading data, gathering information, computing Criteria indicators/parameters, analysing those materials and developing a research report by using the analytical skills and theoretical knowledge learnt from this subject. Length 3000 words maximum plus references and appendixes (references and appendixes are not counted for the word limit). Weighting 25% Assessment 21 May 2021 (Friday in Session Week 11) Due Final submission time: 5:00pm Type of Collaboratio Group work n Style and format Research report style. A4 pages with 12 font, standard margin and 1.5 space plus reference and appendix pages. The report must be typed and neatly presented in a professional format. You may refer to the following website for general advice on how to write a report: www.uow.edu.au/content/groups/public/@web/@stsv/@ld/documents/doc/uow195620. pdf FIN 323 Subject Outline Autumn, 2021, Wollongong Page 11 of 17 Online via Moodle Assessment submission This assessment has been set up to be checked by Turnitin, a tool which helps you check whether you have referenced correctly. You can submit your assessment task to Turnitin prior to the due date and Turnitin will give you an originality report. You may then make any changes that may be required and resubmit your final version by the due date. Assessment return Within three weeks following submission. Detailed information To complete this assignment, you need to download data from Bloomberg terminals and/or the internet and search for literature and information from broad sources. You are expected to compute/analyse the data and information by using the skills and knowledge covered in the subject. The final outcome of this assignment is a research report. Students are required to form assignment groups to complete the assignment. Maximum number of each group is 4. Assignment groups must be registered on the subject Moodle site by Week 5. Any collusion and plagiarism will be heavily punished. Further instructions will be available on subject Moodle site by week 5. FIN323 Portfolio Management Major Assignment Background: You are going to apply for an investment analyst position at a top mutual fund. To put you above the competition and show your knowledge and skills in portfolio management, you will prepare a report on a hypothetical equity portfolio which you managed in the 2019/2020 financial year. Preliminary Information and requirements: You will write a report on a hypothetical equity portfolio to which you had invested $1,000,000 in Australian stocks between 01 July 2019 and 1 July 2020. As this report is to be completed in hindsight, final portfolio value will not be a critical marking criterion. Marking will centre on your ability to explain and justify your investment decisions, and evaluate performance of the hypothetical equity portfolio over the 12 months period. For simplicity, you can use an annual interest rate of 2% over the given year for all relevant calculations. Historical stock and stock market data must be collected from reliable sources, such as DatAnalysis, Yahoo Finance, Bloomberg and/or other finance databases. Section Abstract Table of Contents Introduction Marks 8 2 Summary A brief overview of the report Clear headings which reference all sections and subsections 20 . Research 25 . 30 . Portfolio management and performance evaluation O O Set a goal for your portfolio and explain the portfolio goal Explain possible business sectors where investment might be beneficial List some companies from the business sectors discussed in the introduction and explain why you are interested in those companies Analyse the companies outlined in the introduction using data and select stocks for your portfolio accordingly Finalise your portfolio for the start date and justify your asset allocation decision Evaluate annual performance of your portfolio over the 2019/2020 financial year and discuss: All trades over the 12 months period (if any) Annual performance of your portfolio Suggest a hedging strategy for your equity portfolio. Hint: use an option contract to protect value of your portfolio. Data is not required for the hedging strategy. Discuss implications of your portfolio performance evaluation results. Hint: Has your portfolio achieved the portfolio goal in the 2019/2020 financial year? Do you expect your portfolio achieve the portfolio goal over next 12 months? Readdress the goal of the report Summarise all major sections within the document Conclude the overall performance of your portfolio over the holding period UOW Harvard style referencing Websites and databases where the data was sourced for stocks, companies, sectors, economic indicators etc . Conclusion 10 . References 5 TOTAL 100