{"id":441,"date":"2015-05-01T17:22:28","date_gmt":"2015-05-01T07:22:28","guid":{"rendered":"http:\/\/casestudyhelp.com\/sample-questions\/?p=441"},"modified":"2018-01-29T22:17:55","modified_gmt":"2018-01-29T11:17:55","slug":"portfolio-management-project-assignment-help","status":"publish","type":"post","link":"https:\/\/casestudyhelp.com\/sample-questions\/portfolio-management-project-assignment-help\/","title":{"rendered":"Portfolio Management Project assignment help"},"content":{"rendered":"

Portfolio Management Project<\/h2>\n
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End of Term Portfolio Management Assignment\u00a0Introduction\u00a0Given that a significant portion of this course dea<\/div>\n
ls with optimal portfolios and portfolio management\u00a0,\u00a0you are tasked with setting up a portfolio manageme<\/div>\n
nt strategy for a hypothetical client. This end-of-term\u00a0project serves multiple objectives including reinforcement and application of the course material. In\u00a0addition, through your proficiency of setting up the portfolio, I can determine the extent of learning\u00a0and progress you have made throughout the semester.\u00a0Portfolio Challenge\u00a0After years of hard work as a junior level portfolio manager, you are trying to convinced a group of 30\u00a0investors to give you control of a combined $350 million to invest and manage. In the past, you have\u00a0worked for a mutual fund, a hedge fund, and a large\u00a0state pension fund. As such, you have plenty of\u00a0experience in many different market environments and many different fund set-ups.\u00a0Your job is to write up a proposal to these investors on how you would manage their money. As is seen\u00a0in\u00a0this course, this decision is more involved than simply choosing between 75% in stocks and 25% in<\/div>\n
bonds. Rather, one must have the proper fund set up\u00a0, the proper dynamic allocation scheme that responds<\/div>\n
to market conditions, a proper monitoring mechanism\u00a0, a proper portfolio management compensation fee,<\/div>\n
and so on. Your objective in this report is to specifically detail how you would manage this group’s\u00a0money. While you will want to include the concepts\u00a0and information presented in the course’s lectures\u00a0and readings, you will want to refrain from presenting any information not directly relevant to convincing\u00a0these investors to trust you with their money. Remember: you are trying to convince people to give you\u00a0their money. You want to give them the facts, but n<\/div>\n
ot bore them.\u00a0A good beginning guide for the end product can be found in Chapter 28 (especially section 28.3:<\/div>\n
Investment Policy Statements) although you are encouraged to include any additional information that\u00a0you feel is relevant, informative, and most importantly, does not waste the time of your very busy (and\u00a0very rich) clients.<\/div>\n
Expectations\u00a0The end result of your efforts should be a ten to twenty page (double spaced) report that details your<\/div>\n
investment vehicle structure (e.g. a mutual fund, hedge fund, etc.), your asset allocation strategy, your risk<\/div>\n
management strategy, your reporting system (to fund\u00a0owners, federal\/state government agencies, as well<\/div>\n
as internally), how you will be compensated, and any other item that may be pertinent and relevant.<\/div>\n
Note that any strategy should be backed up by common sense as well as the good investment principles<\/div>\n
introduced in (and throughout) the course. Thus, if\u00a0you make a claim, you should be able to back it up<\/div>\n
with something learned in the course. Remember, the\u00a0potential investors (I) will be judging your strategy<\/div>\n
not only on what you say, but who else says so (as\u00a0in the book, lecture, or some other documented source)<\/div>\n
and how you say it (clarity, grammar, style and pre\u00a0sentation, etc.).<\/div>\n
This is an open ended assignment so feel free to be\u00a0creative as long as said creativity is tempered with<\/div>\n
sound and logical financial thought\/principles. Also, your final report should be nothing less than<\/div>\n
absolutely professional and polished. Finally, you\u00a0are recommended to start as early as possible, to get<\/div>\n
feedback from both myself and your peers, and to give yourself the time necessary to create a good report.<\/div>\n
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