Assignment Brief – Postgraduate
Required:
1. Report the major points of your discussions with the client. This should include the construction of the portfolios, and you should justify the detail of the allocation demonstrating how the asset allocation matches the investor profiling. The allocation in the active portfolio should consider the market forecast. Your discussion should be supported by relevant theories and academic literature.
(20 marks)

2. Management of the stocks and bond portfolio (active portfolio only): Details of changes made, including reflection on strategy selected and reasons for portfolio restructuring. You should undertake a minimum of three rebalancing. Your rebalancing strategies should be supported by relevant investment theories and asset pricing models. (40 marks)

3. A final evaluation of overall performance (for both the active and passive portfolio) at the end of 8th week (i.e., after teaching week 12) carried out using suitable quantitative measures, including both the absolute and relative performance evaluations. You should explain the performance difference between your portfolio and the selected benchmark(s) using risk-adjusted and other techniques, such as tracking error and attribution analysis.

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