INVESTMENT PORTFOLIO PERFORMANCE EVALUATION 代写

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INVESTMENT PORTFOLIO PERFORMANCE EVALUATION 代写

CASE STUDIES IN FINANCE (FIN3CSF) – SEMESTER 2, 2017

CASE STUDY 6: INVESTMENT PORTFOLIO PERFORMANCE EVALUATION

As part of the quarterly review meetings that your stockbroking company conducts with

clients, you are required to prepare a performance summary and review document assessing

the investment strategy and the performance of the resulting investment portfolio that was

proposed for the client in Case Study 1. This portfolio review document is to be completed

based on market and security information as at October 5 th 2017, and should include the

following components:

 A summary of the global, economic and industry environments relevant to the equity

market sector generally and the proposed investment strategy and the recommended

investment portfolio structure specifically, if relevant, during the investment period.

 An overall summary of the investment portfolio outcome for the approximate three-

month period from July 10 th 2017 to October 5 th 2017. This should include determination

of the value of each individual portfolio component as at October 5 th 2017 and, from this,

the overall value of the portfolio as at October 5 th 2017. The overall portfolio outcome

should be presented in table, or similar interpretable, format as part of the summary

analysis.

INVESTMENT PORTFOLIO PERFORMANCE EVALUATION 代写

 Identification and discussion of the investment components which were significant

contributors to, or detractors from, variation in the portfolio value and portfolio

performance over the 3-month period, and any specific explanations for the movement in

these components.

 A quantitative review of the performance of the investment portfolio using recognised

portfolio performance measures, as well as performance comparison to index or other

benchmarks.

 Recommendations for any future modifications to the portfolio structure or individual

investment components within the portfolio, with appropriate justification provided.

The value of the investment portfolio as at October 5 th 2017 should be determined based on

the following information:

 Using closing share and other security prices on October 5 th 2017, which will be provided

in a spreadsheet file on the subject LMS site.

 Information on dividend payments or other distributions associated with shares or

securities will also be provided and these should be reflected in portfolio value changes.

 Short sales positions are closed out on October 5 th 2017 (by purchasing the relevant

shares or securities at the closing prices on October 5 th 2017), with the purchase proceeds

coming from the balance of the cash management trust account.

 Futures contract positions are assumed to be closed out on October 5 th 2017 by entering

into an offsetting futures contract on the same underlying index product.

 Index call or put options are assumed to be sold on October 5 th 2017 at the prevailing

closing option security prices on this date.

 Interest will be paid on the balance invested in the cash management trust account on

October 5 th 2017, prior to any disbursement of this cash holding for the closing out of

short sales positions.

For any students that had problems with the correct or appropriate composition of an

investment portfolio as part of Case Study 1, corrections can be made to the portfolio for the

purposes of accurately completing the Case Study 6 requirement or, alternatively, another

example portfolio will be provided on the subject LMS site that can be using for the purposes

of completing Case Study 6.

Required:

This case study report is due to be submitted to the client in preparation for their

review meeting by 6.00pm on Monday 23 rd October 2017, via the FIN3CSF LMS site.

This case study contributes 15% to the overall final assessment in the FIN3CSF subject.

This case study is to be completed individually, and the maximum word limit, excluding

any calculations or table content, is 1,000 words.

INVESTMENT PORTFOLIO PERFORMANCE EVALUATION 代写