The goal in this Assignment3000words* is to assess the learners with an advanced understanding of how financial markets function and how assets are priced and traded. This paper covers fundamental

Student internal use onl y M O V I N G F O R W A R D , T H I N K I N G A H E A D . Assignment Planning Postgrad uate Diploma in Business Administration Subject Name: Investment Management Word Count: 3000 Assignment Objective : The goal in this Assignment is to assess the learners with an advanced understanding of how financial marke ts function and how assets are priced and traded. This paper covers fundamental concepts related to the portfolio decisions of individual and institutional investors. Using the concept of risk -return trade -off as a unifying theme, it discusses the techniqu es and implications of efficient portfolio diversi fication and the allocation of assets among different securities. The valuation of equity and fixed income securities are covered in some depth. You will need to: You are requested by the CEO of the liste d company to be the Director -Consultant in Investm ent and conduct a completed & detailed report via r a study of financial markets and the types of securities traded on which the company is trading. This report will help the management team of the listed c ompany to develop a conceptual framework and analy tical tools and be able to apply them to particular investments and investment strategies selected from a wide array of companies, securities and investment vehicles. The focus in the report will be on ad ding value across the listed company’s spectrum of decisions ranging from position -taking in particular securities to managing portfolio risk. The role of ethical behavior is incorporated into the study of financial markets, as well as portfolio management . Moral reasoning will be factored into portfolio management as well as environmental, multinational, and global issues affecting investments and investment performance. .. By the end of this report, you are expected that your report will be illustrated, demonstrated, and analysis to: 1. Implement the me an -variance mathematics of portfolio optimization. 2. Understand and distinguish between concepts of risk underlying different models of asset returns such as CAPM, APT, benchmark factor models etc. 3. Unde rstand the impact of behavioural biases and limits to arbitrage on market efficiency. 4. Value equity and fixed income securities using both fundamental and relative valuation approaches. 5. Be able to deal with real world data in order to solve pra ctical investment problems. Assessment Criteria for a Pass In order to obtain a pass in this assessment , your report should be coverage the topics with detailed analysis in the topics shown herebelow : 01 Introduction to investment management 02 Investors , assets and markets 03 Real -world frictions, investment styles 04 Risk and return, expectations, pricing Student internal use onl y M O V I N G F O R W A R D , T H I N K I N G A H E A D . 05 Markowitz mean -variance analysis 06 Black -Litterman 07 OLS 08 CAPM, APT and factor models 09 Return predictability 10 Behavioural finan ce and limits to arbitrage 11 Introduction, risk free rate, market risk premium 12 Cost of capital (Equity, Debt and WACC) 13 Cash flow, growth, terminal value and dividend models 14 FCFE and FCFF valuation 15 Review of bond prices and yields 16 Term structure of interest rates 17 Bond portfolios and risk management 18 Structured products and Securitisation 19 The Financial Crisis 20 International Diversification

The goal in this Assignment**3000words*** is to assess the learners with an advanced understanding of how financial markets function and how assets are priced and traded. This paper covers fundamental

The goal in this Assignment3000words* is to assess the learners with an advanced understanding of how financial markets function and how assets are priced and traded. This paper covers fundamental