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Investment and Portfolio Management

$30-250 USD

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Posted over 6 years ago

$30-250 USD

Paid on delivery
Required data collected from Bloomberg You are the manager of a UK-based hedge fund and must build a small portfolio. You need to construct a balanced portfolio of equities and bonds. Your portfolio must include equities from six different companies and six 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 four weeks. The specific start and end date of the investment period is to be decided by the hedge fund manager. Trading is allowed during the holding period. Assume short term taxes & transaction costs are both zero. Required: Part 1 A) By undertaking fundamental analysis of company shares select at least three equity sectors that you expect to perform well in the coming four weeks. Within each of the three sectors, on the basis of your analysis (qualitative such as company news, or quantitative such as current and expected corporate earnings, P/E ratios, EPS, dividends and sales forecasts, etc.) select two companies that you expect to perform well. By undertaking fundamental analyses on government and corporate bonds (qualitative such as expectations of economic performance, issuance of government debt or changes in credit ratings, or quantitative such as yield ) select six 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. (50 MARKS) Part 2 Monitor the performance of the portfolio on a weekly basis. In terms of fundamental factors ( e.g., news ) explain reasons for the changes ( i.e., differences in returns ) you are observing. (10 MARKS) Part 3 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. (15 MARKS) Part 4 Conclude and explain the divergences you observe between your portfolio and the benchmark in terms of passive or active management theories and concepts. OVERALL NOTES (10 MARKS)
Project ID: 15667690

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18 proposals
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Active 6 yrs ago

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18 freelancers are bidding on average $153 USD for this job
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Greetings sir, i can help you and your 100% satisfaction is assured if you allow me to serve. I can do this task as per your requirement Relevant Skills and Experience I have more than 5 years of experience with excellent knowledge in Investment and Portfolio Management. please give me a chance to work on your project Proposed Milestones $200 USD - Investment and Portfolio Management
$200 USD in 3 days
4.9 (521 reviews)
8.4
8.4
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You need help with Investment and Portfolio Management Relevant Skills and Experience An accounting and economics graduate and proficient Investment and Portfolio Management. I am also a proficient researcher Proposed Milestones $225 USD - Completing the research
$225 USD in 6 days
4.7 (319 reviews)
7.8
7.8
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I am a  'Dean Scholarship' recipient for (MBA in Finance) business graduate studies from NYU Stern, USA.   I am CFA (USA) charter holder.  I am expert in financial research & am with JPMC i-bank. Relevant Skills and Experience I have access to Financial Times, Wall Street Journal and Thomson Financial databases. I have done many projects in finance related to portfolio management, mergers and acquisitions, etc. Proposed Milestones $200 USD - Submission Recently written a thesis to identify empirically the M&A determinants in EU banking industry .
$200 USD in 3 days
4.8 (71 reviews)
7.1
7.1
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Hi I'm an financial analyst and I have been working as an analyst for over 3 years. I have a good reputation as an analyst. I only bid on selective projects that suits my interest. Relevant Skills and Experience I'm an MBA+CFA (Currently pursuing) and a Portfolio expert. I'm looking forward to put together my best qualities to good use in fulfilling the job requirements. Proposed Milestones $200 USD - 1
$200 USD in 3 days
4.9 (52 reviews)
6.4
6.4
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Hi Hope you are doing well I would love to help you in preparing professional business plan for your new business. Relevant Skills and Experience i promise to deliver a high quality product within your deadline or sooner and plagiarism free work. Proposed Milestones $200 USD - milestone please feel free to contact me as I sincerely look forward to working with you
$200 USD in 3 days
4.9 (86 reviews)
6.3
6.3
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please ignore the bid amount we will discuss the price later in the chat after we have discussed the project thoroughly Relevant Skills and Experience: . Proposed Milestones: 190 - . Hi Assignmentsource! Please drop a message to discuss more about the project
$190 USD in 2 days
4.9 (10 reviews)
5.4
5.4
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Hello, how are you? I have read the details provided, but please contact me so that we can discuss more on the project. I don't outsource like most people do ensuring quality work on time Relevant Skills and Experience Accounting, Business Analysis, Excel, Finance, Financial Research Proposed Milestones $105 USD - .
$105 USD in 3 days
4.8 (32 reviews)
5.3
5.3
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A proposal has not yet been provided
$143 USD in 5 days
4.8 (39 reviews)
5.4
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I have gone through your project description and everything is quite clear to me. I am a very proficient and experienced writer. I have all it will take to execute this project to your ultimate satisfaction. Coincidentally, I am a freelancer with strong background in investment and portifolio. Thus, have the skills and expertise required to get this done professionally. You will surely get a unique and high quality paper on your topic.
$35 USD in 2 days
4.8 (35 reviews)
4.9
4.9
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Dear employer I am a reliable freelancer and the quality of work is guaranteed. I can deliver your work within the time limit set by you.I use Excel on a daily basis.I have masters degree in finance. Relevant Skills and Experience I may be new to this website but I'm not new to my skills and experience for sure.I am a trader myself. I can deliver your required work within the time limit. You will definitely love my work.
$111 USD in 3 days
5.0 (9 reviews)
4.1
4.1
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I have briefly read the description on research development, and I can deliver as per the requirements however I need us to discuss for more clarity on the details, deadline and budget as well. Relevant Skills and Experience Accounting Proposed Milestones $100 USD - 1
$100 USD in 2 days
4.3 (9 reviews)
4.0
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Why? Why? why don't you award the project to me ?I really want to get this project. If you can, please contact me and let me know how much your budget is, and I'll try my best to offer you the best price.I will do my best. I am an honest and responsible freelancer ! I believe in quality and professionalism !Can you give me a chance to work for you?
$166 USD in 5 days
5.0 (6 reviews)
3.2
3.2
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I would like to work on this project. I have done a lot of similar project of this. Relevant Skills and Experience feghjkujhg Proposed Milestones $122 USD - milestones I think you would enough kind so give me your project
$122 USD in 3 days
0.0 (0 reviews)
0.0
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Flag of UNITED KINGDOM
London, United Kingdom
4.9
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Member since Apr 2, 2014

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