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