投資組合管理：評估作業(yè)格式要求Portfolio Management：ASSESSED COURSEWORK

Oct 2010 – May 2011 COHORT

 

The assessment for this module consists of both examination [75% of module mark] and coursework [25% of module mark]. The coursework assessment takes the form of one piece of written work. This piece of work should not use more than 2000 words [excluding tables / figures etc]. The deadline for submission of this work is 01 Mar 2011.評估該模塊包括兩個檢查模塊的標志[75％]和課程模塊標記] [25％。課程評估采用書面工作單的形式。http://m.elviscollections.com/kjzy這件作品不應(yīng)該使用超過2000字[不包括表/圖等]。提交這項工作的截止日期是2011年3月1日。

 

To pass this module, coursework must be at least 35% and exam must be at least 35% and Module Mark must be at least 40%.要通過這個模塊，課程必須至少有35％和考試必須至少有35％和模塊標記必須是至少40％。

 

 

INDIVIDUAL ASSIGNMENT TOPIC個人essay主題

 

‘How modern portfolio theory can be used to manage the portfolio of your own?’現(xiàn)代投資組合理論如何可以用來管理你自己的投資組合呢？

 

ASSIGNMENT GUIDE分配指南

 

You are required to form an investment portfolio of at least two assets. They can be any financial assets (company shares are more common, but you can also choose market or sector indices although in real world they are not directly investable).您需要形成一個至少有兩種資產(chǎn)的投資組合。它們可以是任何金融資產(chǎn)（公司的股份是比較常見的，但你也可以選擇雖然在現(xiàn)實世界中，他們不能直接投資的市場或行業(yè)指數(shù)）。

 

Your report will include some analysis of the risk and return of each individual asset you have chosen but will mainly comprise analysis and comments on the risk management of your entire portfolio.您的報告將包括一些分析你所選擇的各單項資產(chǎn)的風險和回報，但將主要包括你的整個投資組合的風險管理分析和評論。

 

Your discussion may include your analysis of some of the following:你的討論內(nèi)容可能包括以下一些分析：

[a] The risk and return profile of your investment. How risk and return can be measured at individual assets and portfolio levels.

[b] How and why do you choose these particular assets? How do you allocate weights to each asset in your portfolio?

[c] How modern portfolio theory can be applied to portfolio management practice.

[d] Investment decision should be made upon investors’ risk and return expectations. e.g. if you expect to receive higher returns, you have to be exposed to higher risks.

[e] The limitations of applying modern portfolio theory.#p#分頁標題#e#

 

The above is not intended to be definitive / exhaustive but offers some guidance on issues you MAY address in your discussion. 

Marks will be awarded to students’ own analysis and discussion on the topic rather than simply rephrasing relevant theories. 

Your discussion should avoid quoting long passages taken directly from company reports / financial statements and other relevant researches. The focus of this work should be on the application of modern portfolio theory.

These are individual coursework. Although students can discuss their coursework, coursework by different students use the EXACT same numerical examples (i.e. same portfolio with same constituents and weights for the same period of time) will be treated as plagiarism.

 

ASSIGNMENT AIMS / LEARNING OUTCOMES.

 

The learning outcomes that this coursework is intended to assess are:

 [a] Your appreciation of the risk and return involved with investment in different financial assets, and how these can be measured.

 [b] Your understanding of how modern portfolio theory can be applied to manage the overall risk of your investments.

 

SOURCES OF INFORMATION

 

In addition to the general references to essential and recommended textbooks provided in the Teaching Plan and Module Guide you may find some of the following useful for gathering information for your analysis:

 

 

REFERENCING / PLAGIARISM

 

You are reminded of the importance attached to the appropriate and correct referencing of the sources for your assessed coursework. See the Student Handbook for appropriate advice on the referencing of sources and the avoidance of plagiarism.

 

Coursework deadlines 

 

Coursework Resit Assignment

NB All coursework must be submitted by 4pm on the deadline day Day Month Year

01 Mar 2011

 

 

Marking Scheme

 

Marks are awarded based on the overall quality of the work, the followings works as a guideline of the marking:

 

>= 70%

Demonstrate comprehensive understanding of the topic.

The topic is covered and presented very well.

Evidence of great efforts on research and study.

Excellent referencing and literature review.

Clear structure with strong links between chapters.#p#分頁標題#e#

60-69%

Demonstrate clear understanding of the topic

The topic is well covered and presented.

Evidence of extensive efforts on research and study

Extensive literature considered and analyzed.

Clear, accurate and consistent referencing. 

Clear, well linked structure.

50-59%

Demonstrate clear understanding of the topic

The topic is fairly covered and presented.

Evidence of some efforts on research and study

Satisfactory range of literature considered 

Clear and accurate referencing. 

Well structured and clear.

40-49%

Demonstrate limited understanding of the topic

The topic is poorly studied and presented.

Evidence of some efforts on research and study

Some literature considered

Acceptable referencing and clear structure

35-39%

Demonstrate few understanding of the topic

The topic is poorly studied and presented, with several fallacies.

Lack of efforts and research conducted

Insufficient literature considered

Poor presentation

Inconsistent referencing

<35%

Demonstrate false understanding of the topic. 

The topic is mistakenly studied and presented, and/or the topic not covered at all.

No evidence of research conducted and study.

No discussion of findings.

Inadequate presentation with inconsistent referencing.