BCO224 FINANCIAL MARKETS Task brief & rubrics. WEEK 12, Sunday 1
st Might
Project three
• On a person foundation
• Write knowledgeable funding proposal to a potential investor:
o Describe the recommended share portfolio (it may be both investing immediately within the shares chosen, or by a mutual fund, an index fund, or an
ETF)
o If the chosen portfolio just isn’t a whole index, justify why it has been chosen relative to a whole index
o Write the anticipated return and describe the principle dangers of the chosen portfolio in keeping with your views
o Justify the advice of the conveying automobile: investing within the chosen shares immediately, or by an funding fund (mutual fund, index
fund, ETF). Clarify the rationale of your alternative.
• A pdf file containing
o Description of the chosen portfolio/index
o Previous information of the chosen portfolio/index: previous returns and volatility of the final three years
o Anticipated return of the chosen portfolio: justify your statements.
o Gross returns versus Internet returns. Present the anticipated gross returns and internet returns as soon as commissions and/or the general Expense Ratio have
been deducted
Formalities:
• Wordcount: it’s a brief report, 2000 -2500
• Cowl, Desk of Contents, References and Appendix are excluded of the full wordcount.
• Font: Arial 12,5 pts.
• Textual content alignment: Justified.
• The in-text References and the Bibliography should be in Harvard’s quotation model
Submission: Week 12 – Through Moodle (Turnitin). Sunday 1st Might, 00:00.
Weight: This process is a 40% of your complete grade for this topic.
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Task brief and rubrics for BCO224 FINANCIAL MARKETS WEEK 12 begins on Sunday, Might 1st.
third Project
• On a per-case foundation
• To a possible investor, write knowledgeable funding proposal:
o Describe the really helpful inventory portfolio (it may be invested immediately within the shares chosen, or by a mutual fund, an index fund, or an exchange-traded fund).
ETF)
o If the portfolio chosen just isn’t a complete index, clarify why it was picked as compared to a whole index.
o Based mostly in your observations, write the expected return and description the important thing hazards of the chosen portfolio.
o Justify the advice of the conveying automobile: investing within the chosen shares immediately, or by an funding fund (mutual fund, index
ETF, mutual fund). Clarify the rationale of your alternative.
• A pdf
