Assessment  task purpose

This document relates to PART 2 of your RPM trading based Assessment.

Develop a portfolio; justify decisions and develop skills as a reflective, evidence-informed portfolio manager

Learning

Outcomes

1.   Critically evaluate financial market information via applying relevant trading mechanisms in order to measure risk and return of equity, shares,

portfolios and the market indices

2.   Research and analyse live data to determine the value and performance of securities and portfolios

3.   Demonstrate problem solving skills by critically evaluating various financial instruments and applying those skills in decision making

4.   Reflect on knowledge acquired over the unit through providing evidence based justification for decision making

5.   Apply critical thinking, problem solving and aligned decision making by   selecting high quality points of interest and analysis to produce a quality report and presentation

Your

assessment

task

As an investment portfolio manager, you will develop a tailored portfolio for a

specific client using modern portfolio theory, and provide market justifications to    support decisions. You will reflect on lessons learnt and incorporate your analysis of external factor influences in your selected security performances.

For Part 2: You will conduct data compilation, written analysis and evaluation of  portfolio performance and a reflection incorporating critical analysis on decisions  made during the project. Part 2 includes excel based calculations, a formal report and a 5 minute video presentation on key takeaways.

Specific requirements for RPM Part 2 can be found in Moodle named as “RPM Assignment Part 2” at the end of  Week 7.

While you are trading, your focus should be on developing your portfolio strategy, research and decision making skills. Ensure you attend tutorials and actively

participate in learning activities as these are where you will learn and practise the calculations and analyses you’ll be required to do on your portfolio.

Value

This assessment accounts for 35% of your total marks for the unit. It has two parts:

-    Part 1: Progress Report Reflection - 10%

-    Part 2: Final Submission - 25%

Word Limit & conditions

Part 2: Report - max 5 pages (Font size 12, Single line space).

Excel spreadsheet containing required portfolio calculations and Historical data. Video presentation 3-5 minutes (maximum).

Due Date

Part 2 - Final Investment portfolio - Friday 17th May Week 11 at 11.55pm

Submission

●   Via Moodle Assignment Submission.

●    Turnitin will be used for similarity checking of all submissions.

●    Following three files to be submitted

○    Written Report – either a Word file or a pdf file. (Named as follows: BFF3121_Portfolio Project_xxxxxx. Replace xxxxx with your own

student ID)

○    Excel file containing your calculations and analyses (Named as follows: BFF3121_Portfolio Project Analysis_xxxxxx. Replace

xxxxx with your own student ID). The same Excel file should

contain the detailed trading and transaction history in the second

tab and historical portfolio values in the third tab.

○    Submit your 3-5 minute video presentation in .mp4 format.

Assessment Criteria

You will be assessed on your ability to:

-     critically evaluate relevant financial market information using evidence based justifications in order to make informed decisions

-     produce a tailored, informative and professional report

-     perform. calculations on accurate, sufficient and relevant data

-     Present important information professionally, concisely and clearly

Late Penalties

●   Initial penalty is 5% if assignments are delayed by up to 72 hours. Then 5% penalty per day (including weekends and holidays) of the total marks earned.

●    Submissions more than 7 calendar days after the due date will receive a mark of zero (0) and may not receive assessment feedback

Feedback

Feedback will be provided on student work via:

●    general cohort performance

●    specific student feedback 14 working days post submission