Posted: March 22nd, 2016
Part 2
Monitor the performance of the portfolio on a weekly basis. In terms of fundamental factors explain reasons for the changes you are observing. (10 MARKS)
Part 3
Critically evaluate the performance of your portfolios against the performance of the selected benchmark by using one of the following: the Sharpe ratio, the Treynor ratio or Jensen’s Alpha.
(15 MARKS)
Part 4
Conclude and explain the divergences you observe between your portfolio and the benchmark in terms of passive or active management theories and concepts.
(10 MARKS)
Guidelines and important notes
• Answer all questions in this coursework and present your investment plan and findings in a professionally formatted report.
• The assignment should be produced in Word and Excel spreadsheets used for all calculations where necessary, the use of Bloomberg is strongly recommended.
• Computations should be introduced by brief but researched and referenced paragraphs covering: concepts, underlying assumptions.
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