BCO224 FINANCIAL MARKETS Task brief & rubrics. WEEK 12, Sunday 1

BCO224 FINANCIAL MARKETS Task brief & rubrics. WEEK 12, Sunday 1
st May
Assignment 3
• On an individual basis
• Write a professional investment proposal to a prospective investor:
o Describe the suggested share portfolio (it can be either investing directly in the shares chosen, or through a mutual fund, an index fund, or an
ETF)
o If the chosen portfolio is not a complete index, justify why it has been chosen relative to a complete index
o Write the expected return and describe the main risks of the chosen portfolio according to your views
o Justify the recommendation of the conveying vehicle: investing in the chosen shares directly, or through an investment fund (mutual fund, index
fund, ETF). Explain the rationale of your choice.
• A pdf file containing
o Description of the chosen portfolio/index
o Past data of the chosen portfolio/index: past returns and volatility of the last three years
o Expected return of the chosen portfolio: justify your statements.
o Gross returns versus Net returns. Show the expected gross returns and net returns once commissions and/or the overall Expense Ratio have
been deducted
Formalities:
• Wordcount: it is a short report, 2000 -2500
• Cover, Table of Contents, References and Appendix are excluded of the total wordcount.
• Font: Arial 12,5 pts.
• Text alignment: Justified.
• The in-text References and the Bibliography have to be in Harvard’s citation style
Submission: Week 12 – Via Moodle (Turnitin). Sunday 1st May, 00:00.
Weight: This task is a 40% of your total grade for this subject.

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Task brief and rubrics for BCO224 FINANCIAL MARKETS WEEK 12 begins on Sunday, May 1st.

3rd Assignment

• On a per-case basis

• To a potential investor, write a professional investment proposal:

o Describe the recommended stock portfolio (it can be invested directly in the stocks chosen, or through a mutual fund, an index fund, or an exchange-traded fund).

ETF)

o If the portfolio chosen is not a comprehensive index, explain why it was picked in comparison to a complete index.

o Based on your observations, write the predicted return and outline the key hazards of the chosen portfolio.

o Justify the recommendation of the conveying vehicle: investing in the chosen shares directly, or through an investment fund (mutual fund, index

ETF, mutual fund). Explain the rationale of your choice.

• A pdf