UMADEQ15M - Financial Investments in Practice Assignment

Assignment Task

The aim of the assessment is to develop and practice the following: 

• To apply the theory to the practice of financial investment;
• To critically evaluate the often observed deviations of market prices from their theoretical valuations;
• To evaluate the theoretical prices of assets;
• To evaluate the reaction of prices to financial news;
• To demonstrate the use of technical analysis;
• To develop skills in the use of the Bloomberg financial software to synthesise and evaluate investment information;
• To be able to form and manage an equity portfolio;
• To write a professional report.

Task 

As an equity portfolio manager, you would like to invest your fund’s money in stocks. Your investment is expected to be held for at least one year before being rebalanced. 

For your selection of stocks, you can choose either the UK or US stock exchange market (but only from one market). 

You need to conduct an investment analysis and prepare a professional report stating which sectors (3 sectors are required for diversification) and stocks you would invest in, your strategic asset allocation, and the key results from your quantitative analysis. 

More specifically, you should conduct an analysis of the economy, of the sectors (industries), and then identify three stocks which you think should be bought. 

Your analysis will be based on: 

• News on the economy, industry and the companies;
• Economic trends;
• Industry analysis (some comparative analysis);
• Fundamental analysis;
• Technical analysis;

Questions

1. Where should I start?

2. What do I need to do to pass?

3. How do I achieve high marks in this assessment?

4. How does the learning and teaching relate to the assessment?

5. What additional resources may help me complete this assessment?

6. What do I do if I am concerned about completing this assessment?

7. How do I avoid an Assessment Offence on this module?

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