Portfolio management

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Portfolio management

Portfolio management

These knowledge are required: 1.Demonstrate knowledge of the portfolio management process 2.Analyses the risk and return of a portfolio 3.Critically evaluate the impact of portfolio construction on portfolio risk & return 4.Optimise a portfolio to meet client objectives 5.Demonstrate the ability to analyses and present quantitative data to support an argument. 6.Use information technology to analyses and communicate financial data

MAIN instructions: This is a case study. I will put the case at the attachment. PLEASE follow these 7 point to write this essay ( it should have all of theses 7 point). t is now January 2019 and Susie is reconsidering her portfolio

1 Discuss the Client Objectives and Constraints for Susie’s portfolio. What else do you think should be stated?

(10 marks)

2 Critically assess Susie’s India and China portfolio; could she have chosen better weights?

(5 marks)

3 Critically assess the performance of the proposed portfolio with 40% in China, 30% in India and 30% in the US. Propose a better choice of investing in these stocks.

(10 marks)

4 Using the data in the spreadsheet provided calculate the stock weights, risk and return of the minimal risk portfolio of the 10 Markets. What is the Annualised Return & Risk of this portfolio? Critically discuss your findings.

(15 marks)

5 Using the data in the spreadsheet provided calculate the stock weights, risk and return of the Sharpe maximising portfolio of the 10 Markets. Critically discuss your findings.

(10 marks)

6 Critically discuss the benefits that Susie is getting from investing part of her investment portfolio into funds investing in overseas equities. Illustrate your answer with appropriate academic references.

(15 marks)

7 Susie is wondering about rather than buying Exchange Traded Funds investing in the whole stock market in different countries, she should employ the services of a portfolio manager to choose individual companies to invest in. Prepare a critical appraisal of the merits of active v. passive investment, supported by appropriate academic references

(25 marks)

Up to 10 marks will be awarded for your in-class participation.

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