RMIT Classification: TrustedProject Rubric (Total weighting: 50%)Investment objectives and constraints (7%)Justifiable asset class assumptions (10%)Justifiable asset class selection (7%)Justifiable asset allocation (7%)Communication and writing of the report (4%)Presentation Video of the report (15%) ProjectHigh Distinction(80-100%)Distinction(70-79%)Credit(60-69%)Pass(50-59%)Fail(0-49%)Investment objectives and constraints(7%)Marks will be awarded based on how wellinvestment objectives and constraints areembedded in analysis, discussion,arguments and viewpoints.Investmentobjectives andconstraints arewell embedded inanalysis,discussion,arguments andviewpoints.Investmentobjectives andconstraints areembedded inanalysis,discussion,arguments andviewpoints.Most investmentobjectives andconstraints areembedded inanalysis,discussion,arguments andviewpoints.Some investmentobjectives andconstraints areembedded inanalysis,discussion,arguments andviewpoints.Investmentobjectives andconstraints arenot or rarelyembedded inanalysis,discussion,arguments andviewpoints.Justifiable asset class assumptions (10%)Marks will be awarded based on whetherthe report provides all the requiredassumptions for each asset class and howwell assumptions are justified by analysisThe reportprovides all therequiredassumptions foreach asset classand assumptionsThe reportprovides all therequiredassumptions foreach asset classand assumptionsThe reportprovides all therequiredassumptions foreach asset classand mostThe reportprovides all therequiredassumptions foreach asset classand assumptionsThe report doesnot provides allthe requiredassumptions foreach asset classor assumptions RMIT Classification: Trusted of historical data and other relevantfactors and/or other supporting evidence.are well justifiedby analysis ofhistorical dataand otherrelevant factorsand/or othersupportingevidence.are justified byanalysis ofhistorical dataand otherrelevant factorsand/or othersupportingevidence.assumptions arejustified byanalysis ofhistorical dataand otherrelevant factorsand/or othersupportingevidence.are justified byanalysis ofhistorical dataonly.are not justifiedby analysis ofhistorical dataor other relevantfactors or othersupportingevidence.Justifiable asset class selection (7%)Marks will be awarded based on: first,whether the report provides a justifiableasset class selection; second, how well theasset class selection is justified by analysisof historical data and other relevantfactors and/or other supporting evidence;third, how well the report discusses anddescribes the due diligence required for theselected alternative investment assetclasses.The reportprovides an assetclass selectionand the assetclass selection iswell justified byanalysis ofhistorical dataand otherrelevant factorsand/or othersupportingevidence. Inaddition, thereport has anexcellentdiscussion anddescription of thedue diligencerequired for theselectedalternativeinvestment assetThe reportprovides an assetclass selectionand the assetclass selection isjustified byanalysis ofhistorical dataand otherrelevant factorsand/or othersupportingevidence. Inaddition, thereport has a verygood discussionand description ofthe due diligencerequired for theselectedalternativeinvestment assetclasses.The reportprovides an assetclass selectionand the assetclass selection isgenerally justifiedby analysis ofhistorical dataand otherrelevant factorsand/or othersupportingevidence. Inaddition, thereport has a gooddiscussion anddescription of thedue diligencerequired for theselectedalternativeinvestment assetclasses.The reportprovides anasset classselection and theasset classselection isjustified byanalysis ofhistorical dataonly. Inaddition, thereport has afair discussionand descriptionof the duediligencerequired for theselectedalternativeinvestment assetclasses.The report doesnot provides anasset classselection or theasset classselection is notjustified byanalysis ofhistorical dataor other relevantfactors or othersupportingevidence. Inaddition, thereport does notdiscuss anddescribe the duediligencerequired for theselectedalternativeinvestment assetclasses. RMIT Classification: Trusted classes.Justifiable asset allocation (7%)Marks will be awarded based on whetherthe report provides a justifiable assetallocation and portfolio performance basedon the analysis of historical data and otherrelevant factors and/or other supportingevidence.The reportprovides an assetallocation and theasset allocationand portfolioperformance welljustified byanalysis ofhistorical dataand otherrelevant factorsand/or othersupportingevidence.The reportprovides an assetallocation andportfolioperformancejustified byanalysis ofhistorical dataand otherrelevant factorsand/or othersupportingevidence.The reportprovides an assetallocation andportfolioperformancejustified byanalysis ofhistorical dataand otherrelevant factorsand/or othersupportingevidence.The reportprovides anasset allocationand portfolioperformance isjustified byanalysis ofhistorical dataonly.The report doesnot provides anasset allocationand portfolio notjustified byanalysis ofhistorical dataor other relevantfactors or othersupportingevidence.Communication and writing (4%)Marks will be awarded based on how wellthe report communicates analysis,arguments and viewpoints and how wellthe report is written. Students are expectedto provide accurate and complete citationand referencing where necessary.The report showsexcellentcommunicationand writing skills,minimalgrammatical andspelling errors,and complete andaccurate citationand referencing.The report showsvery goodcommunicationand writing skills,occasionalgrammatical andspelling errors,and complete andaccurate citationand referencing.The report showsgoodcommunicationand writing skills,somegrammatical andspelling errors,and generallycomplete andaccurate citationand referencing.The reportshows faircommunicationand writingskills, frequentgrammaticaland spellingerrors, andgenerallycomplete andaccuratecitation andreferencing.The reportshows poorcommunicationand writingskills, veryfrequentgrammatical andspelling errors,and incompleteand/orinaccuratecitation andreferencing.Presentation Video of the Report (15%)Marks will be awarded based on how wellthe student pitch the portfolio formed inThe presentationprovides anexcellent pitch ofthe portfolioThe presentationprovides a verygood pitch of theportfolio formedThe presentationprovides a goodpitch of theportfolio formedThe presentationprovides a fairpitch of theportfolio formedThe presentationprovides a poorpitch of theportfolio formed RMIT Classification: Trusted their report including their asset classassumptions, asset class selection andportfolio allocation.formed in thereport includingasset classassumptions,asset classselection andportfolioallocation.in the reportincluding assetclassassumptions,asset classselection andportfolioallocation.in the reportincluding assetclassassumptions,asset classselection andportfolioallocation.in the reportincluding assetclassassumptions,asset classselection andportfolioallocation.in the reportincluding assetclassassumptions,asset classselection andportfolioallocation.
