ASB3715 - Portfolio Management - Bangor University

Assignment Task

Assignment Topic

This assignment requires you to devise an equity market investment strategy and to use real past data for backtesting this strategy. The strategy can be in any European equity market(s) and can involve an international portfolio. The strategy must be based on fundamental analysis, not technical analysis. The backtesting must be implemented in Excel, and the electronic file will be part of the submission. In terms of structuring the written assignment, you should envisage a scenario of writing a report to make recommendations to a senior portfolio manager.

You are free to choose any equity investment strategy. Still, some possible topical approaches to framing the portfolio formation might involve environmental, social and governance (ESG) factors, financial technology, or international politics and trade. The data period must be 2012-2021 (you must include the year 2021). Your Excel file will be part of the submission; hence the raw data, the data preparation, and the calculations are part of the assessment.

Assessment

The assignment will be assessed on the following criteria:

• Ability to devise a plausible equity investmentstrategy;
• Ability to collect real-world data and to implement analysis in Excel;
• Quality of the interpretation of your research;
• Ability to convey your analysis in a concise and well-presented report, including tables and graphs.

The assignment accounts for 50% of the module assessment, with the remaining 50% weighting on the exam.

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