FNCE 625 – Investment Analysis and Management Individual assignment Introduc

by Caaltu · May 23, 2024

FNCE 625 – Investment Analysis and Management
Individual assignment
Introduc

FNCE 625 – Investment Analysis and Management
Individual assignment
Introduction:
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: Written report (5 pages 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 PDF format and not exceed 5 pages (extra pages will not be counted for grading purposes). The cover page, and reference page do not count towards the 5-page limit.
The report should be submitted before the due date as specified in the course outline.