Your topic is:
"Alternative Investment Classes and their Role in Investment Portfolios"
You are required to describe, with examples, a selection of seven (7) alternative investments which are generally available on capital and other markets, the expected / realized returns and risks of each, and to consider how they are used in constructing and hedging investment portfolios.
Details of the Assignment requirements,
Task Details:
Based on the circumstances provided, students will be required to analyse a range of potential solutions, and make recommendations for the most appropriate investment portfolio elements. Students need to apply their own interpretation and judgement to the analysis, based on approved and valid research (see research Requirements below). Students who simply regurgitate their answers from the textbook or lecture notes risk failing the assignment.
You are required to complete this essay individually (no groups).
You should follow the following typing conventions:
• Times New Roman font (at minimum , 12 pitch)
• 1.5 line spacing
• Top, bottom, left and right margins to be at least 2.5 cms from the edge of the page; and
• A4 paper.
Research and Referencing
You should begin by studying Chapter 18 of the text-book. This contains at least 5 alternative investment classes.
You will need to discover at least 6 references apart from the text-book. This should include at least one other book and one journal article.
Use Harvard referencing!
Important detailed instructions
Assessment Type: Case Study - individual assessment
Purpose:
To allow students to demonstrate an understanding of the various investment solutions available to suit real world situations, identifying the most appropriate investment options for given sets of circumstances. This assessment will reflect the advice that would be expected from students when working in a modern accountancy practice. This assessment relates to Learning Outcomes a, b, c and d.
Presentation:
2000 + 10% words in short Report format. The word count excludes the cover sheet, contents page, references, appendices, and illustrations (e.g. diagrams, graphs and tables). Students need to stay within the assigned word limits, and indicate the word count on the cover page of the assignment. Marks will be reduced for assignments shorter than or greater than the minimum word count.
Every page should be clearly numbered.
(a) A title / cover page, which indicates basic information such as Subject title, Subject code, Trimester number, Assignment title, your full name and KOI student number, word count & Lecturer's name.
(b) A Lecturer's Marks and Comments Page - see Assignment topic advice in Week 3 (see Moodle).
(c) Executive Summary
(d) Table of Contents
(e) Body (main contents) - Introduction, - Analysis - this will be the major part of your Assignment and may require a number of numbered sub-sections, - Recommendations - if any, and - Conclusion(s).
NOTE: Separate sections are required for each of the above "main contents" segments. (f) Appendices (if any).
(g) References (using Harvard - Anglia style)