Epsilon Asset Management - Exchange Traded Funds - Accounting and Finance Assignment Help

Assignment Task:

Assessment outline

Epsilon Asset Management ( here after EAM) is a global asset manager which has a scale of operation 

This assignment requires you to write a report (3000 words with 400 words allocated for the executive summary and conclusion) covering Part I and Part II outlined below. The purpose of Part I of this assignment is to build your specific insights into the performance and operation of the 15 ETFs identified on pages 2 and 3.Yourdiscussion is expected to include how these ETFs have performed in the lead up   to the COVID-19 pandemic event.   This would also naturally include the evolving situation currently     and its wider impacts on markets. As such the sample period selected for analysis covers duration of around seven years and eight months (i.e1January2013to14August2020).

Write  a reflective business report covering Part I and Part II outlined below.  The purpose of Part   I of this assignment is to build your general understanding of how the 15 ETFs identified below have performed in the lead up to the COVID-19 pandemic event. This includes the evolving situation and its wider impacts on markets. As such, the sample period covers a duration of around seven years and eight months ( i.e 1 January 2013 to 14 August 2020). This requires you to digest the Thompson Reuters reports on each of the 15 ETFs that we have appended to this document and write reflectively on the nature of the fund, the technical analysis over the last 3 years covering the performance of the ETF, the asset allocation feature and the performance analysis (calendar and cumulative analysis).

Specific details
PartI
As part of deepening your understanding of Exchange Traded Funds and their sensitivity to market wide events, you have been given the 15 ETFs identified by the board of management of EAM for them to developfurtherinsightsintotheperformancetodecidethesuitabilityofthesefundsforgeneratingasset mix at the EAM to serve their clients. This requires you to analyze and understand the Thompson Reuters reports on each of the 15 ETFs that we have appended to this document and write reflectively on the nature of the fund, the technical analysis over the last 3 years covering the performance of the ETF, the asset allocation feature and the performance analysis (calendar and cumulative analysis). In addition, you are also advised to conduct your own research about these individual funds in writing this report. The overall aim of this section is to develop industry based authentic learning outcomes by directly incorporating industry practices.

Thompson Reuters Screens from the ETF functionality provided in Appendix I. (Word count: 1500 words = 15 marks)

PartII
Part II of this assignment requires you to engage your theoretical knowledge learned in this unit to implement portfolio management principles using Markowitz optimization techniques. For thispurpose, we have provided the price data (denominated inUSD$).
Assume that you have been given US$ 250 Million to be invested across the following ETFs:

1.iShares Core MSCI Emerging Markets ETF

2.Vanguard Total Bond Market Index Fund;ETF

3.VanEck Vectors Semiconductor ETF
4.iShares MSCI Hong Kong ET F

5.iShares MSCI Germany ETF
6.Vanguard Short-Term Bond Index Fund;ETF

7.Ishares Msci South Korea ETF i

8.Shares MSCI Japan ETF
9.Energy Select Sector SPDR Fund

10.iShares Russell 2000 ETF
 

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