Please respond to the following:
Please respond to the following:
Hi, I have attached below the requirements and questions that need to be answered for this assignment. This assignment is linked to the argumentative essay. As you have written the argumentative essay, this reading assignment must focus on the PEER REVIEWED articles you chose for that paper. They must not be other peer reviewed articles, but the specific ones you have already chosen and written about. Please answer the questions in detail. Please do not retype the questions out, but just apply the numbers given on the sheet. Thank you very much!
Investment Analysis and Strategy COURSEWORK
Investment Strategy for a small fund
You are the portfolio manager of a UK-based fund and have to build a small portfolio.
You need to construct a balanced portfolio of equities and bonds. Your portfolio must include equities from 6 different companies and 6 different bonds (government or corporate debt securities).
You are borrowing £12,000,000 for four weeks at the rate LIBOR + 2.25% (annual quote).
Your objective as portfolio manager is to produce a fund that should deliver an annualised return of 16%. No short-selling nor use of other funds is allowed.
The holding period is 4 weeks (beginning and end of investment to be decided by the fund manager).
Trading is allowed during the holding period (taxes & transaction costs are zero).
1. A) By undertaking fundamental analysis of company shares select at least three equity sectors that you expect to perform well in the coming 4 weeks. Within each of the three sectors, on the basis of your analysis (qualitative as well as quantitative such as company news, current and expected P/E ratios, EPS, Dividends, return and sales forecasts, etc.) select 2 companies that you expect to outperform the equity market. By undertaking fundamental analyses on government and corporate bonds (government debt, expectations on credit rating, changes in yield, duration, convexity) select 6 debt securities that you expect to perform well in the coming month.
B) By using your own judgement and appropriate financial concepts determine the best asset allocation (% of capital allocated to each asset within the portfolio)
C) Select a benchmark index against which to compare your results at the end of the investment period
Monitor the performance of the portfolio on a weekly basis. In terms of fundamental factors explain reasons for the changes you are observing.
Critically evaluate the performance of your portfolios against the performance of the selected benchmark by using one of the following: the Sharpe ratio, the Treynor ratio or Jensen’s Alpha.
Conclude and explain the divergences you observe between your portfolio and the benchmark in terms of passive or active management theories and concepts.
•The assignment should be produced in Word and Excel spreadsheets used for
all calculations where necessary, the use of Bloomberg is strongly
•Computations should be introduced by brief but researched and referenced
paragraphs covering: concepts, underlying assumptions
•The quantitative analysis should be submitted together with the coursework (on
an Excel spreadsheet).
•The assignment will be graded to reflect: understanding of key investment
analysis concepts, ability to gather relevant data and carry out an in depth
analysis. You will also be judged on your ability to make sound financial
decisions and to produce an accurate, well presented and referenced report that
demonstrates reading and coverage of both theory and practice.
•Word limit: 2500, excluding executive summary, references, appendices and tables.
Marks will be awarded for:
1. Evaluation of investment techniques in portfolio management.
2. Analysis and use of problem solving using investment techniques.
3. Presentation of report and structure of argument.
Q1: Involvement of users and other stakeholders and design prototypes from the selected projects. Q2: Considerations of access to users with the “Maintaining awareness of the whereabouts of young active children” project, complexity of problem and possible prototypes needed to complete the interaction design process.
Individual Differences & Measurement
Introductions: Making contact and introductions; locating resources; tech-check; clarifying course topics and expectations; introducing readings and first course assignments.
Assignment (1) Self-Assessment,
Readings & Resources: • Landy & Conte (2014). Chapters 2 & 3
Job Analysis / Performance Measurement
Assignment (2) Select Paper Topic,
Readings & Resources: • Landy & Conte (2014). Chapters 4 & 5 • Allvin, M. (2008). New rules of work: exploring the boundary-less job. The individual in the changing working life. New York, N: Cambridge University Press. (pp.19-45).
Assignment (3) Term Paper Assignment, Assignment (4) Position Statement I,
Readings & Resources: • Landy & Conte (2014). Chapters 6 & 11
Job Attitudes, Motivation, & Justice
Assignment (5) Position Statement II,
Readings & Resources: • Landy & Conte (2014). Chapters 8 & 9 • Schneider, B., Gunnarson, S., & Niles-Jolly, K. (2007). Creating the climate and culture of success. Organizational Dynamics.
You will have two options to choose from to fulfill your paper assignment. A summary of each paper topic is described below. CHOOSE ONE. You will be limited to 12 pages (double-spaced, APA format).
Suggested literary venues for this assignment can include: Psychology Today, The New York Times, The Washington-Post, The Baton Rouge Advocate, The LSU Reveille, The Christian Science Monitor, The Chronicles of Higher Education, http://www.cnn.com, http://www.alternet.org, http://www.thenation.org, etc.
Write a 3-4 page essay on the needs of the various populations served in the criminal justice profession. In your paper address the following: Identify and describe 3-4 needs of the various populations served in the criminal justice profession. In responding, be sure to identify and fully discuss any multiculturalism and diversity concerns. How does the criminal justice professional address the needs of a multicultural and diverse population? Do you think that members of society are aware of the pertinent duties and responsibilities associated with the criminal justice profession? Explain. What are the perceptions that society has about the profession? What can be done to remove the negative stereotypes associated with the profession? Provide 2-3 examples to support your position.
The assignment is a piece of individual research which must be presented in the form of a very brief formal and professional report of approximately 1000 words (excluding references list or text in images etc). You must not simply take material from the internet or any other source without full and accurate referencing. Your references should be in a standard format (eg author, date). If in doubt – ask. Plagiarism may result in disciplinary action and a zero mark.
Your report must be objective, that is, you should not let your own views predominate. It must also be concise. Marks (for guidance only) will be awarded for:
Clear, concise and unambiguous writing. 20%
Development of concise arguments. 20%
Evidence of substantial background research. 20%
Presentation and report structure. 20%
Full and complete referencing. 20%
Your report should be written in a format similar to (but not necessarily identical to) a UK Postnote. Postnotes are commissioned by the Parliamentary Office of Science and Technology and are meant to be very short briefing notes on a specific topic. An important aspect is that the Postnote has lots of references so that the reader can source more details where needed. The first page should simply be your name, course title, report title and date. You should type in 10 to 12 point font with 1.5 line spacing.
Submission: You are required to submit BOTH hardcopy and softcopy of your work. Hardcopy (printed copy) of your work can be submitted through the Assignment Drop Box on Level 3, Department of Accounting, Building H, Caulfield campus. A redundant, softcopy submission should be made through Moodle. If the (default) hardcopy submission does not exist, then the softcopy submission will be marked. The receipt of the softcopy is absolutely necessary for your assignment to be marked. So, please ensure you submit the correct version of your work – both in hardcopy and softcopy; and that the hardcopy is not submitted late (passing deadline). It is imperative for students to do both submissions (hardcopy and softcopy) to avoid missing submission. By having a redundant system, we are preventing possible dispute with regards to lost submission. Students who only rely on one mode of submission are taking the risk of their assignment being lost in the system. Finally, please ensure that the softcopy of your submission (both Excel file(s) and Word (or PDF) file) is not password protected.
For the softcopy submission, zip all your files (including the excel file and the cover sheet) and submit it via Moodle. You must use WinZip to compress your files (please do not use any alternative software to compress your files). Attach the signed cover sheet with your hardcopy submission. This signed cover sheet is a declaration that your submission is your own work. Any attempt of plagiarism will be heavily penalized. If deemed necessary, Lecturer/Tutor/Marker may opt ACF5320 Business Analytics
to interview students on their submissions and this may be reflected on student’s mark.
Naming File: The zip file should be named X_Y_A2.zip
X is up to 5 characters is your SURNAME.
Y is up to 3 characters is your FIRSTNAME.
Part B. Problem Description
This assignment consists of three cases (Case 1: Planning the Sales Territory, Case 2: Audit Delay, and Case 3: Corporate Bonds) and three sets of tasks. It is important that you read and understand the topics and have acquired skills to successfully develop spreadsheet models before carrying out the assignment. Please note that these cases are not optional. You need to attempt three cases in this assignment and all associated questions/tasks.
Case 3: Corporate Bonds
A sample containing years to maturity and yield (percent) for 40 corporate bonds is presented in the data file named Corporate_bonds.xlsx. The data file can be located in the Assignment 2 folder on Moodle.
Task group 3 (6.5 marks)
(3.1) Develop a scatter chart of the data using years to maturity as the independent variable. Does a simple linear regression model appear to be appropriate? Explain your answer.
(3.2) Develop an estimated quadratic regression equation with years to maturity and squared values of years to maturity as the independent variables. How much variation in the sample values of yield does this regression model explain? Is the overall regression relationship significant at a 0.05 level of significance? If not, explain why it is the case. If yes, then test the relationship between each of the independent variables and the dependent variable at a 0.05 level of significance. How would you interpret this model?
(3.3) Create a plot of the linear quadratic regression lines overlaid on the scatter chart of years to maturity and yield. Does this help you better understand the difference in how the quadratic regression model and a simple linear regression model fit the sample data? Which model reflected on this chart provides a superior fit to the sample data? Why?
(3.4) What other independent variables could you include in your regression model to explain more variation in the yield? Explain your answer.
Prepare a case analysis for Vertu: Nokia’s Luxury Mobile Phone for the Urban Rich. http://cb.hbsp.harvard.edu/cb/pl/13869357/13869379/8c9f5c6e71f70c7e1656143f94c6f6dd
Closely follow the Case Study Analysis Template by clicking on the hyperlink or you can also find it in Doc Sharing. Please utilize this template format for this Assignment. Use titles and subtitles per the format for readability purposes. Focus upon the idea of conducting a SWOT analysis with respect to Vertu’s and Nokia’s mission statements (you can include its core values, purpose, and goals too). Please include the SWOT analysis with the four quadrants in the appendix of your paper (after the References page). You can find the Case Study SWOT analysis template in Doc Sharing.
Kwong-Kay Wong, K. (2011, September 28). Vertu: Nokia’s luxury mobile phone for the urban rich. (Report No. W11208). Watertown, MA: Harvard Business Publishing.
● Conduct a SWOT analysis on the case study companies’ mission statements.
● Create a case study analysis focusing upon the company’s mission statement.
Create at least two to three alternative solutions. Conduct further research on the featured case study company on its website relative to news and press releases, community involvement, and the like. Use this information to help formulate your own original two to three Alternative Solutions. After choosing one of the two to three Alternative Solutions, discuss the Selected Solution. In the Implementation section, describe how your Selected Solution will be implemented.
The case analysis should be 2-3 written pages in length (not including the formal title page and References page), double-spaced. Ensure that you use correct spelling, grammar, punctuation, mechanics, and usage. The citing of sources (text and list references) should use the current APA format and style. For assistance with APA format and citation style visit the Kaplan Writing Center.
all the details and I have already one source so the writer should put 3 sources and one of them must take from a journal also, all sources must be from 2003-2018 All sources are current; within the last 15 years. (None of the sources is published before 2003). I write now only one body paragraph but I need the writer to fix it and put it with them