MY PORTFOLIO: (to take information about asset allocation for example)
www.EquitySim.com/patriciazielinska
THE ASSIGNMENT DESCRIPTION:
Your individual report should include explanation investment strategy, asset
allocation decisions, and critically analyse the results of the portfolio management.
The report preparation allows the students to revisit all learning points and practice
with professional reporting.
The content of the report should include, but not limited to:
● Executive Summary;
● Description of the Investment Strategy or Strategies used for each asset class
or overall
● Description of the asset allocation, if any;
● Analysis of the market, macro-, industry and other factors affecting the
investment decision.
● Valuation of the market, or specific industry or company/investment;
● Analysis of particular events and securities performance in anticipation /
reaction to these events
● Conclusion and lessons learned;
OUTLINE:
Executive Summary
- Succinctly summarizes your report 10%
Investment Strategy (ies) and/or asset allocation - Identify appropriate investment strategy or strategies fitting the IPS
- Develop and follow the asset allocation strategy
Analysis - Conduct macroeconomic, market, industry analysis, etc., and analyse how these
affect your investment decision.
Valuation - Conduct valuation using methods covered during the course; 15%
- Analysis of particular events and securities performance in anticipation / reaction to
these events - Provide possible theoretical to observed trends, explain your own strategy in view of
particular events
Conclusion and lessons learned - Critique of the portfolio - what would you have done differently knowing what you
know now? - How would you change your portfolio strategy and security selection process?
Sample Solution