MAF 707: Investments & Portfolio Management - Epsilon Asset Management - Report Writing Assignment Help

Assignment Task:

Assessment outline 

Epsilon Asset Management ( hereafter EAM) is a global asset manager which has a scale of operation that spans the global with offices in over 32 locations. Assume that you have recently joined EAM as an in-house analyst being in charge of the Exchange Traded Investment division. The board of management has tasked you with the responsibility of producing efficient portfolios by utilising 15 Exchange Traded Funds identified on page 2 of this document.The EAM has 140 customers consisting of institutional investors and high net-worth individuals.You are advised to note that the minimum required amount for a client to receive the service of EAM is USD 10 million. What it means is that you need to produce set of optimal portfolios, carrying the asset-mix for the minimum amount that is required for investing via the EAM. 

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.Your discussion 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 a duration of around seven years and eight months ( i.e 1 January 2013 to 14 August 2020). 

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). 

2 Specific details 

2.1 Part I 

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 develop further insights into the performance to decide the suitability of these funds for generating asset mix at the EAM to serve their clients. This requires you to analyse 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. 

Learning outcome details 

3.1 Unit Learning Outcome (ULO) assessed 

ULO1: : Students will need to develop and apply a sophisticated understanding of how financial mar kets operate (including portfolio theory, managed funds, different asset classes, derivative products and international investments).This assignment aims to develop an understanding of exchange traded funds and apply trading rules to create and track portfolios. 

ULO2: Students will need to reflect on the ethical obligations of a Financial Advisor in the context of portfolio optimisation and critically evaluate various trading strategies with respect to their portfolio performance. 

ULO3: Students will need to undertake independent research to design a portfolio optimisation strategy and apply it by critically analysing a range of complex finance related information to recommend de fendable investing and financing decisions. This requires writing a business report on ETFs and portfolio analysis using the assets provided in the assessment task. 

ULO4: Students will need to demonstrate the ability to evaluate and use different asset classes cap tured in the 15 ETFs in this assignment. 

3.2 Graduate Learning Outcome (GLO) assessed 

GLO1: The assignment is for investment-specific knowledge and capabilities which is for appropriate to the level of study related to an investment or profession. 

GLO3: The assignment is for digital literacy which is for using technologies to find, use and disseminate information. 

GLO4: The assignment is for critical thinking ability which is for evaluating information using criti cal and analytical thinking and judgment. 

GLO6: The assignment is for self-management ability which is for working and learning independently, and taking responsibility for personal actions. 

GLO8: The assignment is for global citizenship which means to engage ethically and productively in the managed fund context and with diverse communities and cultures in a global context. 

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