Investment Portfolio Management Assignment

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The first word document is a detailed introduction to assignment. This assignment uses the school’s ID and password, log in to EIKON to download the data, and then complete the first assignment? 

The assessment is submitted as an individual assignment

You will be given funds to invest in the share market. You are required to construct two $1,000,000 equity investment portfolios:

1. A passive portfolio replicating the return of the index

2. An active portfolio to achieve your investment objective of outperforming the index

You will then prepare a report in which you can explain your investment strategy for constructing a passive and an active portfolio and then evaluate the investment performance of each in terms of absolute and relative return, risk and attribution effects to explain the differences in performance of each portfolio. You will be given an equally weighted index of ten companies selected from companies listed on the Australian Stock Exchange.

This assessment replicates the tasks that would be undertaken by portfolio managers in a real-world investment company. For the passive portfolio, your task will be to replicate, as closely as possible, the risk and return characteristics of the benchmark index. For your active portfolio, your task will be to select stocks and sectors, which will result in your portfolio, achieving a higher return than the index.

Your task is not necessarily to produce a positive return. If the markets fall in value, then your passive portfolio should fall in value by a similar degree. Your active portfolio should aim to outperform the return on the index: if the index falls your portfolio should fall by a lesser amount; if the index rises then your portfolio should rise by a higher amount.

The final submission should fulfil the following minimum requirements

For Passive portfolio

· calculate the numbers of shares required for your passive portfolio to replicate the composition of the index

For Active portfolio

Assess all ten companies and sectors from the index

· analyse the outlook for each company’s industry

· analyse the macroeconomic environment at the global and domestic level

· identify the firms and sectors which you consider will outperform relative to the index and build your active portfolio to reflect your predictions

· analyse and comment on financial ratios of each company over the previous five years

· Return on Equity

· Net Profit Margin

· Earnings Growth

Evaluate your findings and select six companies for your active portfolio

· after assessing the ten companies, select six to be included in your active portfolio

· describe in the reasons for your selections (around 5 bullet points for each stock)

· also, describe the reasons why you have not chosen the other four firms (around 5 bullet points for each stock)

· assign portfolio weights for each of your companies and discuss why you have chosen the weights in comparison to the weight of each stock in the index

· calculate the number of shares required for each company to create a portfolio with the initial weights you have selected for your active portfolio

è why are some companies overweight in your portfolio, and why are others underweight?

è what do these active weights mean for your portfolio’s potential performance relative to the index?

Build your portfolios

· create these two portfolios in Refinitiv Eikon, ensuring that all dates and numbers of shares are correct

Portfolio Creation Dates

Passive

· Start Date: September 28, 2020,Monday

Active

· Start Date: October 12, 2020,Monday

Benchmark Portfolio

· BAFI 1042 2020

Portfolio Analysis period for both portfolios

· Start Date: October 12, 2020

· End Date: October 23, 2020

Observe your portfolios’ performances over two weeks

· as the share prices change over the evaluation period, you will be able to watch how the returns on the index, your active portfolio and your passive portfolio react

Report Summary should include the following minimum points

· discuss your investment goals and stock selection strategies

For each portfolio

· explain the reasoning for your stock selection and weighting relative to the index

· provide comments on total return/risk and active return/risk of your portfolios 

· discuss the sectors and securities’ active weights in your portfolio compared to the benchmark

· report your results for each portfolio 

· analyse the active return of your portfolios with reference to the allocation and selection effects

· comment on the Sharpe Ratio and Treynor Ratio for both portfolios. What does each of these ratios indicate? Which is a more appropriate measure for each portfolio?

· What was the overall performance of the active portfolio, your passive portfolio and the benchmark index?

· describe any major market events which contributed to the return performance of the benchmark or of your portfolios

· have you achieved (or not achieved) the goal for your passive/active portfolio 

Finally, which of the two portfolios will you recommend and why?

Data for your report from Eikon

Eikon calculates the portfolio statistics you will require for your report. The information you will need can be found as listed below.

Information

Eikon Location

Total and Active Return

Balanced Summary –   Contribution

Contribution to Return

Equity Summary –   Performance/Contribution

Contribution to Portfolio Weight

Equity Summary – Allocation

Allocation and Selection Effects

Brinson Single   Currency

Contribution to Total Risk

Ex-ante   Multi-factor Risk – Portfolio Summary

Contribution to Active Risk

Ex-ante   Multi-factor Risk – Active Summary

Performance Ratios (Sharpe, Treynor)

Return Statistics

The index constituents, which each have a 10% weighting, are as follows:

Code

Company

Sector

BOQ

Bank of Queensland Ltd

Financials

BSL

Bluescope Steel Ltd

Materials

COH

Cochlear Ltd

Health Care

CWN

Crown Resorts Ltd

Consumer Discretionary

HVN

Harvey Norman

Consumer Discretionary

NCM

Newcrest Mining

Materials

RHC

Ramsay Health Care Ltd

Health Care

TCL

Transurban Group

Industrials

WOW

Woolworths Group Ltd

Consumer Staples

WPL

Woodside Petroleum Ltd

Energy

References and Citations

Use proper citations and references and include a list of references you use in your report. Failure to do so will result in a lower grade. RMIT provides a web site which explains the use of the Harvard reference system. 

Please consult it here: https://www.lib.rmit.edu.au/easy-cite/

Some useful resources for this assignment include

Reilly, Frank K., Keith C. Brown and Sanford Leeds, Investment Analysis and Portfolio Management (11th Edition), Thomson South-Western, 2019.

You should also conduct your own analysis using the companies’ web sites, annual reports, Refinitiv Eikon, IBISWorld and any other sources you consider to be relevant for your report. The more resources you use for your research, the better your analysis will be.

Assignment submission procedure

All assignments must be submitted online through the course Canvas Turnitin for a plagiarism check. They must be accompanied by an assignment cover sheet. 

An Important Note on Plagiarism

What is Plagiarism?

Plagiarism is the presentation of the work, ideas or creation of another person without appropriate referencing, as though it is one’s own. Plagiarism can occur in oral and written presentations and is never acceptable. The use of another person’s work or ideas must be acknowledged. Failure to do so may result in charges of academic misconduct, which carry a range of penalties, including cancellation of results and exclusion from the course.

Students are advised to read and understand the University’s policy on plagiarism. 

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JULIE WAYNE Ethical and Professional Issues in Psychological Assessment

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Prior to beginning work on this assignment, read the required textbook chapters and articles for this week and view the American Psychological Association behavioral assessment video. For this discussion, you will take on the role of the private psychologist being asked to re-evaluate a client. Carefully review the ABS 300 Week One Assessment Scenario. In your initial post, write a rationale for either agreeing or disagreeing with the request to re-evaluate the client based on the information available. Explain which theoretical assumptions about psychological testing and assessment support your decision. Discuss the ethical responsibilities a psychologist must consider if choosing to use psychological assessment tools to re-evaluate the client. Provide a pro/con analysis of both potential decisions regarding whether or not to re-evaluate the client. In your pro/con analysis, present the potential ethical issues which might arise from each decision–the decision to re-evaluate and the decision to not re-evaluate–the client in the given scenario. Assume you have the opportunity to conduct a behavioral assessment interview before making your decision about whether or not to conduct a full re-evaluation. Give examples of the types of information from the behavioral assessment would aid you in making an ethical decision about whether or not to conduct a full re-evaluation.
ABS 300 Week One Assessment Scenario Donna, age 14, had consistently been a B+/A- student throughout elementary school and the beginning of middle school. However, in the 8th grade, she started demonstrating difficulty understanding some of her work. Increased difficulties were noted when she was required to work with abstract concepts rather than rely on rote memorization. Donna had always been fascinated with flowers, and she could remember the details of hundreds of different species of wild and domestic flower she encountered. Donna’s classmates and cousins thought she was odd, and her mother said that Donna was frequently picked on—at times without even realizing she was being made fun of. Donna was described as a confused and socially awkward girl who tended to keep to herself. The incident that led to her first psychological evaluation occurred after one of her classmates teased her repeatedly over several days to the point of making Donna upset. Donna decided to write a threatening note to the student as a warning for him to stop. The note included details of which species of flowers would be found growing on top of the place he would be buried. The boy’s parents brought the note to the principal and Donna was suspended from school and charged with terroristic threatening. The school ordered a psychological evaluation and risk assessment before they allowed her to return to school. Donna was observed to have awkward mannerisms, and she smiled at what appeared to be inappropriate times, for example, when she was talking about the teasing at school. She made very poor eye contact in ways that were atypical for her culture, and she had a difficult time staying on topic, frequently shifting the topic of conversation onto her interest in flower. Donna’s intelligence was found to be in the upper limits of the average range on the Wechsler Intelligence Scale for Children, Fifth Edition (WISC-V). The Gilliam Asperger’s Disorder Scale as rated by Donna and her mother together was in the clinically significant range, with her largest deficits being reflected in her social interactions scale. There were also deficits noted in pragmatic skills, restricted patterns of behavior, and cognitive patterns. Problems were also noted with reciprocal social interaction skills, communication skills, and stereotyped behaviors, interests, and activities. Donna’s QEEG results showed multiple abnormalities. Her right parietal-temporal lobe showed excessively slow activity. This is an area important for facial recognition and empathy. She also had excessive mid-line frontal hi-beta, something that is often seen in those with mental rigidity and obsessive thinking. Multiple problems in coherence were noted, reflecting cognitive inefficiency in her mental processing. Excessive connectivity was noted in the frontal lobes areas and there were excessive disconnections between her frontal lobes and the central and back parts of her brain. Donna was diagnosed with Asperger’s Disorder in accordance with the DSM-IV criteria and referred for academic and social skill instruction. Approximately, two years later, Donna, age 16, and her parents met with the school’s child study team to review a revised Individualized Education Program (IEP). Although Donna’s academic achievement was approximately one grade level behind her current 11th grade placement, she had made significant academic and social gains over the past two years. Ms. Kraut, Donna’s mother, noted a change in her daughter’s diagnosis from Asperger’s Disorder to Autism Spectrum Disorder, Level 1—Requiring support, Without accompanying intellectual impairment, Without accompanying language impairment. The school psychologist explained that the change in diagnoses was due to changes in the manual used to assign psychiatric diagnoses (the Diagnostic and Statistical Manual for Mental Disorders, Fifth Edition, DSM-5). Ms. Kraut insisted that her daughter was not autistic and demanded a re-evaluation. The psychologist stated that there was no data supporting a re-evaluation at this time. Ms. Kraut left the meeting, declaring that she would pay for a second opinion herself. When Mr. Kraut met with the private psychologist she stated that her daughter needed “a more appropriate diagnosis.” The private psychologist reviewed the previous records and explained the change to the DSM-5 and the professional directive that individuals with a well-established DSM-IV diagnosis of Asperger’s disorder should be given the diagnosis of autism spectrum disorder. Ms. Kraut responded, “I do not care! My daughter is not autistic. She can be ADHD or LD, but she cannot be autistic. Do you understand me?!”
 
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present a brief proposal

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My team has selected this case attached to analyze. Please review the case and present a brief proposal for why it is beneficial for me to give your team the case your team selected. Remember there may be more than one team negotiating for a case. What must your team do to convince me to give it to YOU?

 

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Business 19817251

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 Assignment: Evaluations, Compensation, and Firm Objectives

The following Course Outcomes are assessed in this Assignment:

MT203-3: Explain how companies link compensation and evaluation to organizational objectives.

GEL-1.02: Demonstrate college-level communication through the composition of original materials in Standard English.

Introduction: A company’s mission, vision, and values must be aligned with the company strategy. Then each of the functional areas of the company have their own strategies that align with the overall company strategy. In this Assignment you will explain how a company can link their compensation and performance evaluations to the organization’s innovation objectives. Read the case study below, and respond to all the checklist items.

Case Study: Evaluations, Compensation, and Firm Objectives

Braintrust Toys is a toy maker that has as its mission, “Our purpose is to expand the minds of children 1 month–100 years old.” Currently they use a product development strategy but believe that maybe they need to orient their company towards an innovative strategy.

Their current objectives are to:

Invent 10 new toys every year and reinvent at least 10 more.
Increase revenues by 15% per year.
Employ motivated and committed workers.
Provide safe and intellect-expanding toys for everyone.
Braintrust Toys has operated as a medium-sized company for about 20 years. Their compensation to date has been based on longevity at the company. The evaluations were performed by their managers after reviewing their results based on their influence on: (1) increased department product output (75%), and (2) increased department sales (25%) at the end of the year. With the increasingly mechanized and digitized toys, and now robotics involved in toy making, many employees have been let go or offered early retirement due to their obsolescence.

The new objectives in line with the new innovation strategy include:

Enhance attributes and convenience in at least 20 existing products.
Launch at least 15 new products that appeal to new customers and new markets.
Develop 5 new markets.
Hire personnel that think innovatively.
Hire diverse support personnel and designers who are customer service oriented to support new products and markets.

The 200 remaining employees are beginning to worry, and feel their compensation and evaluation process needs an overhaul.

Checklist:

Explain how Braintrust can link their compensation and evaluations to the company’s new objectives and innovation strategy.
What methods of performance evaluation might they use?
Explain your reasoning for using the methods of evaluation you chose.
Submit your minimum 2-page (i.e., 500-word) expository essay in APA format and citation style with additional title and reference pages. Make sure your paper is logical and insightful, using correct Standard English spelling and grammar. Ensure there is an introductory paragraph, each paragraph has a minimum of 3–4 sentences, and a closing paragraph is provided.  

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