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Executive summary


An abstract, that outlines the objectives, key findings and recommendations (up to 5%).





Title. 1

Executive summary. 2

Background. 4

Relevant Finance Theories. 4

Objectives 1-4. 4

Objective 1: Long Only Portfolio. 4

Objective 2: Index Tracking Portfolio. 4

Objective 3 – Alternative Assets. 4

Objective 4: Long-Short Portfolio. 4

Conclusions/recommendations. 4

References. 5

Appendices. 7

Sector xxx News Reports. 7

Bloomberg Certification(s). 7

Eikon Certitication(s). 7







Who the client is; who you are; how much money is invested in each fund; the client’s investment objective; how the FTSE100 has performed during this period; and why.

For all investment objectives, the benchmark to beat is the return on the FTSE100


Relevant Finance Theories


Finance theories to explain all measures reported in the next sections, such as alpha, beta, Treynor, Sharpe, and profitability ratios (up to 10%)

Objectives 1-4

(up to 30%)

Objective 1: Long Only Portfolio


Portfolio performance vs benchmark over 1M, 3M, YTD, 1YR

Top/bottom performing stocks (and/or sectors)

Macro and stock-specific factors that led to under and over-performance


Objective 2: Index Tracking Portfolio

Portfolio performance vs benchmark over 1M, 3M, YTD, 1YR

Top/bottom performing stocks (and/or sectors)

Macro and stock-specific factors that led to under and over-performance

Objective 3 – Alternative Assets

Portfolio performance vs benchmark over 1M, 3M, YTD, 1YR

Top/bottom performing stocks (and/or sectors)

Macro and stock-specific factors that led to under and over-performance


Objective 4: Long-Short Portfolio


Performance of COMBINED (2 stock) portfolio over 20 days, vs benchmark

Performance of BUY and SELL position over 20 days, vs benchmark

Macro and stock-specific factors that led to under and over-performance





Recommended trading strategy for the client, based on the analyses above (20%)






Please use Harvard referencing (up to 5% for referencing and layout)





Sector xxx News Reports

Macroeconomic news – official statistics (BoE, ONS) and the impact of political and other events

Company news – ongoing mergers and acquisitions; profit warnings; and director dealings

Comparative analyses of financial indicators

Your BUY/HOLD/SELL recommendations for Objectives 1 and 4

(up to 10%)


Bloomberg Certification(s)

(up to 10%)


Eikon Certification(s)

(up to 10%)






Your client is a UK private company (XX121), which specialises in providing risk management software for clients in the financial sector. The company is owned and managed by its Directors1, with offices in London and New York. The company has been trading for about 20 years, and it has amassed a sizeable pension fund for its employees. In addition, the Directors have invested £12 million of their own money directly in UK equities, on a ‘buy-and-hold’ basis.

Due to disappointing returns, your client has approached you (“DMU Global Investors”) to manage their funds for them.


You should prepare an individual report, which analyses the impact of four proposed changes in your client’s investment objectives. You should include your Bloomberg and Eikon Certification, and News Reports, as Appendices.

You will be informed of four proposed changes to your client’s investment objectives during the seminars. You will assess the impact of these proposed changes on a sub-portfolio which you will manage.  In the first seminar, you will be assigned a business sector for this sub-portfolio.

Over the term, you should keep notes of the impact of News on your business sector, and report on this in your Appendices.

The word counts exclude references and appendices.


Investment Objective 1: Directors’ UK Equity Fund 

You are responsible for the Directors’ UK equity fund. You are assigned a business sector, and asked to recommend a single stock to sell, and single stock to buy, for that fund. In the report, you will report on the performance of the UK equity fund, compared with the original.


Investment Objective 2: Employees’ Pension Fund 

The company’s employee pension fund is currently investing purely in the UK banking sector by tracking the FTSE Banking Sector Index (Bloomberg ID: F3Bank Index). To diversify the risk of the fund and of the income stream for their employees, the Director has decided that they will switch to tracking the FTSE 100 index.

When explaining the impact of this change in the investment objective on the fund’s performance to the Director, you can hypothetically assume that the change was implemented 3 years ago, and compare the performance of the funds with and without the changes over the last 3 years.


Investment Objective 3: Alternative Assets 

In Week 24, the Directors will invite you to individually propose a trading strategy for alternative assets, where employees and their clients can invest their own money directly.


Investment Objective 4: REVISED

The Directors’ would like to further reduce risk in the Directors’ UK equity fund. As the analyst for a business sector, assigned to you in Investment Objective 1, the Directors would like you to recommend a short position (sell) to offset the risk of your long position (buy). Your short and long positions should be in the SAME sector and listed on the London Stock Exchange.

You will be provided with stock data (P/E, return, Beta, analyst recommendations) on all FTSE stocks, via Office 365 and Blackboard (this will be available on Tuesday 24th March, in preparation for the next seminar).  In Week 26, the Directors would like you to propose a short position (sell) that will take effect from 1st April – please submit this via the Investment Committee Minutes that you were using to propose buys/sell for Investment Objective 1.  You will hold this buy and sell position until Week 30 – when you will be provided with risk and return data on your chosen short/long positions.

In your report, the Directors (NL) would like you to analyse the performance of your long and short positions using the stock data provided via Office 365 and Blackboard. The marking scheme is unchanged – you should report on the impact of this change on the portfolio in terms of risk, return, and transaction costs (up to 30%) with reference to relevant finance theories (up to 10%). The end reporting date for this will be 21st April 2020.

Higher marks will be awarded for reports that bring in information from other sources, such as macroeconomic news (official statistics); the impact of political and other events; company news such as ongoing mergers and acquisitions; profit warnings (from reliable online sources such as the FT website).



Style – Presentation (10%) 

  • The layout should be professional, with an executive summary / abstract (up to 5%)
  • The report should be free from spelling, punctuation and grammatical errors
  • All external quotations should be referenced appropriately
  • All citations should be in accordance with the Harvard system of referencing and should be presented alphabetically.
  • Higher marks will be awarded for appropriate use of tables, graphs and Appendices


Investment Report (60%) 

  • A report on the impact of four changes to your client’s investment objectives on the sub-portfolio and overall fund. You report should explain the impact in terms of risk, return and transaction costs (up to 30%), with reference to relevant finance theories (up to 10%)
  • Your recommended trading strategy for the client to invest in alternative assets (up to 20%)



  • News Reports for your business sector (up to 10%)
  • Bloomberg and Eikon Certification (up to 20%)


The above points are not exhaustive but are intended to give you an indication of the requirements for a good assignment. Failure to attempt will result in a mark of 0%.


Report format

Please follow the structure in the Focus on Report Writing (). Reports should be word-processed with standard margins. In particular, your report should have an executive summary/abstract, an introduction, main body (with relevant sub-headings) and conclusions. Higher marks are awarded for appropriate use of tables, graphs, and Appendices.






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