Evaluation Assignment 3: Equity Portfolio Management Memoir Marks/Weighting: 40 marks, accounting for 40% of the total grade for this path Assignment Due Date: Sunday of Week 14, twentieth April 2025, 5 pm, Singapore time Observe Limit: Most 3,500 words (excluding for ToC, Appendix and References) Submission: The assignment shall be submitted by strategy of Canvas, Turnitin Rubric/Marking requirements: A marking rubric is supplied on Canvas. The evaluate is submitted as an particular person assignment. That it is doubtless you’ll well be given funds to make investments in the percentage market. You are required to variety two $1,000,000 fairness funding portfolios: A passive portfolio replicating the return of The Straits Times Index (STI) An active portfolio to conclude your funding purpose of outperforming the index That it is doubtless you’ll well then prepare a file whereby you are going to be ready to describe your funding strategy for constructing a passive and an active portfolio and then take into consideration the funding efficiency of every and every by methodology of absolute and relative return, threat and attribution effects to describe the variations in efficiency of every and every portfolio. That it is doubtless you’ll well be given ten companies chosen from the STI index that tracks the efficiency of the quit 30 companies listed on the Singapore Inventory Commerce to affect an active portfolio. This evaluate replicates the responsibilities that could perchance be undertaken by portfolio managers in an actual-world funding firm. For the passive portfolio, your task shall be to replicate, as closely as that you just are going to be ready to bring to mind, the threat and return traits of the Straits Times Index (STI) benchmark index. For your active portfolio, your task shall be to make a choice stocks and sectors from ten stocks chosen from companies in the STI Index, which is ready to steer to your portfolio achieving the next return than the index. Your task is no longer essentially to affect a sure return. If the markets fall in cost, then your passive portfolio ought to fall in cost by a identical stage. Your active portfolio ought to attempt to outperform the return on the index: if the index falls, your portfolio ought to fall by a lesser quantity; if the index rises, then your portfolio ought to upward push by the next quantity. The closing submission ought to meet the next minimal requirements For Passive portfolio Calculate the different of shares required for your passive portfolio to replicate the composition of the STI index. For Energetic portfolio Assess all ten companies and sectors from the stocks shared with you. Analyse the outlook for every and every firm’s industry. Analyse the macroeconomic ambiance on the global and domestic level. Title the companies and sectors that you just take into consideration will outperform relative to the index and design your active portfolio to mirror your predictions. Analyse and comment on three monetary ratios of every and every firm over the old 5 years. Examples of ratios that could perchance additionally be feeble: Return on Equity PEG Ratio Ranking Profit Margin Earnings Enhance Debt to Equity Private in tips your findings and settle six companies for your active portfolio. After assessing the ten companies, choose six to be integrated for your active portfolio. Divulge the explanations for your decisions (around 5 bullet facets for every and every stock). Moreover, characterize the the reason why you are going to dangle no longer chosen the opposite four companies (around 5 bullet facets for every and every stock). Put portfolio weights for every and every of your companies and focus on why you are going to dangle chosen the weights in comparability to the burden of every and every stock in the index. Calculate the different of shares required for every and every firm to affect a portfolio with the preliminary weights you are going to dangle chosen for your active portfolio. Why are some companies overweight for your portfolio, and why are others underweight as when in contrast with the index? What close these active weights indicate for your portfolio’s doable efficiency relative to the index? Assemble your portfolios Design these two portfolios in LSEG Workspace, ensuring that all dates and numbers of shares are gorgeous. Portfolio Creation Dates Passive and Energetic Originate Date: Monday, March 17th, 2025 Portfolio Names in Workspace: Passive: Student quantity Replication (Ex. s3254663 Replication) Energetic: Student quantity Energetic (Ex. s3254663 Energetic) Benchmark Portfolio Straits Times Index (STI) Portfolio Prognosis duration for every and every portfolios Originate Date: Monday, March 17th, 2025 End Date: Friday, April 11th, 2025 Survey your portfolios’ performances over the prognosis duration: Because the percentage costs replace over the overview duration, it is miles doable for you to to observe how the returns on the index, your active portfolio and your passive portfolio react. Write My Assignment Rent a Professional Essay & Assignment Author for ending your Tutorial Assessments Native Singapore Writers Crew 100% Plagiarism-Free Essay Very top Satisfaction Fee Free Revision On-Time Provide For each and every portfolio Display the reasoning for your stock different and weighting relative to the index. Set up screenshots of your portfolios created in Workspace. Memoir your results for every and every portfolio. Present comments on the total return/threat and active return/threat of your portfolios. Focus on the sectors and securities’ active weights for your portfolio. Analyse the active return of your portfolios on the topic of the allocation and different effects. What used to be the total efficiency of the active portfolio, your passive portfolio and the benchmark index? Divulge any important market occasions that contributed to the return efficiency of the benchmark or your portfolios. Private you ever executed (or no longer executed) the aim for your passive/active portfolio? At most attention-grabbing, which of the two portfolios will you indicate and why? Files for your file from Workspace Workspace calculates the portfolio statistics that it is doubtless you’ll well require for your file. The details you are going to need could perchance additionally be chanced on as listed beneath: Files Workspace Space Total and Energetic Return Balanced Abstract – Contribution Contribution to Return Equity Abstract – Performance/Contribution Contribution to Portfolio Weight Equity Abstract – Allocation Allocation and Change Effects Brinson Single Foreign money Contribution to Total Threat Ex-ante Multi-factor Threat – Portfolio Abstract Contribution to Energetic Threat Ex-ante Multi-factor Threat – Energetic Abstract Performance Ratios (Sharpe, Treynor) Return Statistics Files Workspace Space Total and Energetic Return: Balanced Abstract – Contribution Contribution to Return: Equity Abstract – Performance/Contribution Contribution to Portfolio Weight: Equity Abstract – Allocation Allocation and Change Effects: Brinson Single Foreign money Contribution to Total Threat: Ex-ante Multi-factor Threat – Portfolio Abstract Contribution to Energetic Threat: Ex-ante Multi-factor Threat – Energetic Abstract Performance Ratios (Sharpe, Treynor): Return Statistics That it is doubtless you’ll well need to make a choice six stocks for your active portfolio from the next ten stocks which are constituents of the STI Index: Code Company Sector / Industry Neighborhood U14 Uol Neighborhood Tiny Staunch Estate / Staunch Estate Management and Development C09 Metropolis Inclinations Tiny Staunch Estate / Staunch Estate Management and Development BUOU Frasers Logistics & Industrial Believe Staunch Estate / Industrial REITs M44U Mapletree Logistics Believe Staunch Estate, Industrial REITs G13 Genting Singapore Consumer Discretionary / Consumer Companies and products C07 Jardine Cycle & Carriage Ltd Consumer Discretionary / Retailing Y92 Thai Beverage Public Co Ltd Consumer Staples / Food, Beverage & Tobacco J36 Jardine Matheson Hldgs Ltd Industrials / Capital Items S58 Sats Ltd Industrials / Transportation Infrastructure C6L Singapore Airlines Industrials / Transportation Aquire Personalized Solution of This Evaluation & Lift Your Grades Ranking A Free Quote References and Citations Utilize precise citations and references, and encompass a listing of references you utilize for your file. Failure to shut so will lead to a decrease grade. RMIT affords a online page online that explains the usage of the Harvard reference design. Please seek the advice of it here: Harvard Reference Design Some commended sources for this assignment encompass: Reilly, Frank K., Keith C. Brown and Sanford Leeds, Funding Prognosis and Portfolio Management (11th Edition), Thomson South-Western, 2019. You ought to also habits your have prognosis the usage of the businesses’ websites, annual studies, LSEG Workspace, IBISWorld and every other sources you take into consideration to be relevant for your file. The extra sources you utilize for your research, the higher your prognosis shall be. Assignment Submission Draw All assignments ought to be submitted on-line by the path Canvas Turnitin for a plagiarism verify and accompanied by an assignment quilt sheet. An Major Account for on Plagiarism What is Plagiarism? Plagiarism is the presentation of the work, tips or creation of 1 other particular person without acceptable referencing, as though it is miles one’s have. Plagiarism can happen in oral and written displays and is by no methodology acceptable. The use of 1 other particular person’s work or tips ought to be acknowledged. Failure to shut so could lead to costs of tutorial misconduct, which lift a range of penalties, including cancellation of results and exclusion from the path. College students are advised to read and realize the College’s policy on plagiarism. Caught with comparatively a pair of homework assignments and feeling pressured ? Rob authentic tutorial assistance & Ranking 100% Plagiarism free papers Ranking A Free Quote
- WE OFFER THE BEST CUSTOM PAPER WRITING SERVICES. WE HAVE DONE THIS QUESTION BEFORE, WE CAN ALSO DO IT FOR YOU.
- Assignment status: Already Solved By Our Experts
- (USA, AUS, UK & CA PhD. Writers)
- CLICK HERE TO GET A PROFESSIONAL WRITER TO WORK ON THIS PAPER AND OTHER SIMILAR PAPERS, GET A NON PLAGIARIZED PAPER FROM OUR EXPERTS
QUALITY: 100% ORIGINAL PAPER – NO ChatGPT.NO PLAGIARISM – CUSTOM PAPER
Looking for unparalleled custom paper writing services? Our team of experienced professionals at AcademicWritersBay.com is here to provide you with top-notch assistance that caters to your unique needs.
We understand the importance of producing original, high-quality papers that reflect your personal voice and meet the rigorous standards of academia. That’s why we assure you that our work is completely plagiarism-free—we craft bespoke solutions tailored exclusively for you.
Why Choose AcademicWritersBay.com?
- Our papers are 100% original, custom-written from scratch.
- We’re here to support you around the clock, any day of the year.
- You’ll find our prices competitive and reasonable.
- We handle papers across all subjects, regardless of urgency or difficulty.
- Need a paper urgently? We can deliver within 6 hours!
- Relax with our on-time delivery commitment.
- We offer money-back and privacy guarantees to ensure your satisfaction and confidentiality.
- Benefit from unlimited amendments upon request to get the paper you envisioned.
- We pledge our dedication to meeting your expectations and achieving the grade you deserve.
Our Process: Getting started with us is as simple as can be. Here’s how to do it:
- Click on the “Place Your Order” tab at the top or the “Order Now” button at the bottom. You’ll be directed to our order form.
- Provide the specifics of your paper in the “PAPER DETAILS” section.
- Select your academic level, the deadline, and the required number of pages.
- Click on “CREATE ACCOUNT & SIGN IN” to provide your registration details, then “PROCEED TO CHECKOUT.”
- Follow the simple payment instructions and soon, our writers will be hard at work on your paper.
AcademicWritersBay.com is dedicated to expediting the writing process without compromising on quality. Our roster of writers boasts individuals with advanced degrees—Masters and PhDs—in a myriad of disciplines, ensuring that no matter the complexity or field of your assignment, we have the expertise to tackle it with finesse. Our quick turnover doesn’t mean rushed work; it means efficiency and priority handling, ensuring your deadlines are met with the excellence your academics demand.
