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RMI Main Assessment Task

RMI Main Assessment Task Individual Assignment Tariff 2500 words (+10% max) 70% weighting for final module mark Required: Each student will be given a portfolio…

RMI Main Assessment Task
Individual Assignment
Tariff 2500 words (+10% max)
70% weighting for final module mark
Required:
Each student will be given a portfolio of real assets which you can assume has been
previously managed by an existing fund manager; you will take over as the new
fund manager, with effect from your chosen commencement date.
The commencement date is selected by you, but you must choose a date within
the range 1st October 2019 to 1st December 2019.
RMI Main Assessment Task
The requirements for the assignment are as follows:
a) To measure and discuss the fund’s performance (capital, dividend and
interest) from the portfolio inception date to your chosen commencement
date.
b) To identify and where appropriate measure, the main risks inherent in the
portfolio which could stop the fund meeting its objectives.
Your discussion and analysis should centre on stock specific, asset allocation
and measurement risks.
c) To outline key recommendations of changes which should be made to the
portfolio to ensure it meets the funds aims in the investment horizon.
Feedback will be given to students in writing, following final marking.
RMI Main Assessment Task
Assessment Advice
Report Structure
Your Assignment should use a report format. This should be logically constructed and
include the use of a contents page, numbered sections and subsections.
Please ensure a bibliography, references page and an appendix containing appropriate
tables, charts and diagrams to evidence your research are also included.
In part a) it is expected that you will analyse the performance of the existing portfolio,
before you begin to make any changes. You are required to analyse both the capital and
income performance of the portfolio and use an appropriate table to display this data
clearly. Your discussion will include any examples of good / bad asset performance that
you find during your analysis and it is expected that you will have considered the
performance of each individual asset in order to effectively analyse the performance of
the portfolio as a whole.
RMI Main Assessment Task
Note: you are required to include several mandatory tables in your appendix; first, a
table showing the analysis that you have carried out for part a) of the Assignment and
second, a separate table showing the amended portfolio following your recommended
changes in part c) of the Assignment. You are required to analyse the performance of the
new portfolio in order to evidence that your proposed changes have the potential to
achieve the portfolio’s aims and objectives and use an appropriate table to display this
data clearly. A suggested table structure will be given to you to display the data produced
in the analysis of the original and new portfolios; however, you are free to use tables of
your own design to reflect your portfolio analysis if you wish.
You should also include a table (in the Appendix) to identify and briefly describe the
performance of the securities within the original portfolio that you have identified in part
a) of the Assignment. For example;
This table will identify all of the securities that you analyse in part a) however, since you
have a limited word count, your discussion in part a) should cover what you consider to be
the most important securities (good or bad) in detail. You are not required to provide a
solution to the identified issues highlighted by the analysis within part a) of the
Assignment.
Security Performance / detail
Shares in XYZ Plc Growth of 3.7%pa and yield of 1.7%
Annual performance was affected by
….
RMI Main Assessment Task
Shares in ABC Plc No dividend declared because …..
Etc.
In part b) it is expected that you will identify and/or measure all of the risks that you
believe apply to the original portfolio, before you begin to make any changes. These are
risks which, in your opinion, may prevent the portfolio from meeting its stated aims and
objectives detailed in the portfolio information sheet.
You should also include a table (in the Appendix) to identify and briefly describe the risks
that you have identified in part b) of the Assignment. For example;
This table will identify all of the risks that you identify in part b) however, since you have
a limited word count, your discussion in part b) should cover what you consider to be the
most serious risks in detail. You are not required to mitigate or provide a solution to the
identified risks within part b) of the Assignment.
In part c) it is expected that you will recommend appropriate changes that you believe
will enable the portfolio to achieve its stated aims and objectives detailed in the portfolio
information sheet. It is expected that the recommendations that you make will be
targeted to fulfil this purpose and this may include selling some or all of the holding in a
particular security, buying an appropriate amount of a new security, or holding an existing
security. It is then expected that you will analyse the performance of the new portfolio
that you have created as a result of the changes that you have made.
You should also include a table (in the Appendix) to explain all of the changes that you
recommend are made to the portfolio. These changes should be made on the basis that, in
your opinion, they will help the portfolio to achieve the stated aims and objectives
detailed in the portfolio information sheet. For example;
This table will identify all of the actions that you recommend in part c) however, since you
have a limited word count, your discussion in part c) should cover what you consider to be
the most important actions in detail.
Risk Identified Description / detail
It may rain If it rains the investor may get wet if
they are unprepared
Etc.
RMI Main Assessment Task
Security Action proposed
Shares in ABC Plc Sell all shares
Shares in XYZ Plc Hold all shares
Corporate Bond PQR Plc Increase holding to ……
Etc.
Note: It is anticipated that the recommendations for changes to the portfolio that you
make in part c) of the assignment will address/mitigate any problems and issues that you
identify from your analysis in part a) and any risks that you identify and discuss in part b)
of the Assignment
Assessment Grid
Please ensure you review the assessment grid on the next page. This shows the criteria
against which your assignment will be marked and indicates the marks awarded for each
section. This should act as guide for the word count in each section.
Submission
Students must submit their assignment into both the Module submission portal and into
the Turnitin portal, together with any supporting Excel spreadsheets, or other evidence of
research, on or before the deadline stated.
Failure to comply will result in your assignment being classed as late or as a nonsubmission.
Late Submission of Work – Guidance to Students
If you submit work after an assessment deadline without an authorised extension then this
will be dealt with in accordance with SHU assessment regulations. Please refer to your
Student Support Adviser if you are in any difficulties or doubt.
Please note that it is YOUR responsibility to ensure that your work is successfully
submitted. Always check your email receipt and both of the submission points to confirm
your work has uploaded successfully. If there is a problem with your submission you can
make changes or resubmit your work up to the given deadline. The last attempt you
submit will be the attempt that is marked.
Unacceptable / Poor academic practices and Submission Regulations
Note: This is an Individual Assignment and should reflect your own work only. Colluding
with or copying work from other students will not be tolerated and will be dealt with in
accordance with SHU rules and regulations.
RMI Main Assessment Task
The normal University rules apply. Relevant extracts from the rules have been placed on
BB. If you have any doubts regarding these rules please refer to the support and
information section on BB, the module leader or your programme leader. Any Turnitin
score over 20% in particular will be looked at very closely and plagiarism investigated.
However please note that scores below this benchmark will also be subject to close
analysis given Turnitin’s limitations. It is therefore imperative that you have correctly
referenced all material.
Feedback
Feedback will be given within 3 weeks of the deadline via grade centre and email
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