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:

1. Introduction
2. Summary of Portfolio
3. Rationale for asset classes selected
4. Portfolio assessment
5. 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.
• Please find all the attachements of study material for refernce and understanding of the ask.