Investment Management

Investment Management

Portfolio Construction and Performance
You are to form teams (3 or 5 people) and form an Investment Fund Management Team. .
• As a team you have £ 100,000,000 to invest across a minimum of 10 equities holdings and a maximum of 15. It would be useful/interesting to use the international make-up within this module to team up with individuals who have knowledge of overseas companies… Who is France’s answer to Marks &Spencer?? India’s answer to Vodaphone??
• Each individual is to produce a list of recommended investments for the team who will decide which shares are chosen for initial investment. Each individual will submit a written report (C750 words) detailing their choices and brief rationale.
o These to be submitted in VIA BLACKBOARD 27/01/2013Failure to do to limits mark to 40%

o This equates to 20% of coursework mark

• Group Portfolios to be submitted via Blackboard by 17.00 03/02/2013. These should be in the form of an Excel File

Investment Amount Share Price No Shares Beta PER Dividend yield
• The Group will make a 10 minute presentation detailing their initial portfolio choices in seminar 4. THIS SHOULD SHOW A) HOW THE GROUP FOCUSED FROM 30 (OR 50) SHARES DOWN TO 10 (15). B) HOW WEIGHTINGS WERE DECIDED

o This equates to 10% of coursework mark

• The Group will monitor their portfolio and advise me by Friday 17.00 each week (via email) as to any changes in their portfolio. Closing date for monitoring 1st March 2013 Your final group report will detail rationale for all changes
o Charges for transaction 0.05% of transaction value on sale and purchase.
Turn over page
• A Group written report is due in17.00 via Blackboard 22nd March 2013 detailing the performance of the fund
o How has it fared in real terms?
? Fund Managers live or die by results and so (a little) shall you
• Mean Group performance no adjustments
•
• 5% better / worse + / – 1% of grade
• 6- 10% better / worse + / – 2% of grade
• 11-15% better / worse + / – 3% of grade
• 16-20% better / worse + / – 4% of grade
• > 21% better / worse + / – 5% of grade

No group will be lowered under 40%
o What is the annualised fund return?
o What dividends were received?
o What where your biggest mistakes and successes?
o This equates to 20% of coursework mark

• A Group presentation of overall performance and lesson learnt. These will take place in week commencing18th March 2013
o This equates to 10% of coursework mark

• An individual reflective report (c1500 words). These to be submitted via Blackboard by 17.00 26th April 2013.
o What lessons did you learn?
o Would your original suggested portfolio have performed better than the group’s? – Evidence!
o Did the group follow your suggestions?
? Should they have? And vice versa evidence!

o This equates to 40% of coursework mark
This module has the following learning outcomes – and those highlighted are being assessed within this coursework.
1. Appreciate the roles and origins of the global financial markets.
2. Appreciate the main investment theories
3. Assess financial needs and decision making processes
4. Understand the role and functions of fund managers
5. Understand the role of the taxation regime on investments
6. Understand the workings of the Regulatory Bodies E.g. Financial Services Authority
7. Have an appreciation of the major issues in investment today

 

 

 

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