Scribd
Upload
3 views

Individual Assessment

The document outlines the tasks for an investment consultant preparing for a client meeting regarding investment analysis. It details the collection and analysis of historical stock data, the creation of a master dataset, and the generation of dynamic visualizations to answer specific client questions about their investment portfolio. The consultant is expected to provide evidence-based advice and suggest additional stable investment options.

Uploaded by

Phúc Kim
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
3 views

Individual Assessment

The document outlines the tasks for an investment consultant preparing for a client meeting regarding investment analysis. It details the collection and analysis of historical stock data, the creation of a master dataset, and the generation of dynamic visualizations to answer specific client questions about their investment portfolio. The consultant is expected to provide evidence-based advice and suggest additional stable investment options.

Uploaded by

Phúc Kim
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

Individual assessment Data Analysis QTRE311

Consider you are working as an investment consultant for a boutique investment consulting
irm. The irm provides strategic investment planning for its clients who pay fees to access
consulting services. Each client is allocated to an investment consultant. Clients often discuss
their investment needs with the consultant. In most cases, consultants know the existing
investment portfolio and the intended new investment plan of their own client. Consultants
are often asked to provide return on investment analysis on the existing and new investment
plan and during this process they can suggest other investment options to their client as well.
As a standard practice, consultants use data to provide evidence-based advice. They need to
collect relevant data for each client and analyse data before your meetings with the client.
In upcoming weeks, you are scheduled to meet with a client whose investment plan is given
in “Investment Plan.xlsx”. This client is unlikely to take risky stock investment and is keen to
invest in stocks that yield stable returns in a medium term (3 – 5 years). This client is
expecting your analysis on his existing and new investment and is open to your suggestions
of other stocks if possible.

To prepare for the meeting, you have to collect data for stocks for this client from Yahoo
Finance. For Data preparation,

1. Collect historical data for the ten stocks listed in the Investment Plan for the period
from 23 January 2020 to 22 January 2025. Data for each stock should be in a separate
sheet. You may collect data from Yahoo Finance or any other third party.

2. Collect historical data for at least two additional stocks for the same period
mentioned above that you have an interest in. Update information on the Investment
Plan sheet and generate new sheets for these additional stocks. Format newly added
individual data sheets as Tables and name them using the stock code.

3. Combine all sheets into a master sheet (name it “All Stock”) that contain a panel
dataset with seven columns: Date, Open, High, Low, Close, Adj Close, Volume. Format
this “All Stock” as a table. You can use the power query to transform data or you can
manually copy data from separate sheets into one single sheet.

4. In the “All Stock” sheet, generate these new variables:

• “return” = “close” – “open” (the daily return means gain/loss equal to the close price
– open price)

• weekday (convert the date into week date: Monday – Friday)

• month (January – December)

• year (2020 – 2025)

5. Check missing data and any potential errors in the data.

2024-2025 S2
Individual assessment Data Analysis QTRE311

Then, generate all necessarily “dynamic” visualisations required to assist you in answering
the following questions that a typical client would ask in your consulting meeting. You should
present all of them in one single worksheet/page in Excel.

1. What are the total current market values in VND of the client’s existing investment

holding? Hint: You may want to use live data in Excel

2. What is the industry composition of their stocks in terms of market values?

3. In the last 365 days, what stocks in the existing and new investment portfolios
yielding the least volatility?

4. In various years (2020 – 2025), what stocks achieved highest and lowest annual
average returns?

5. Over the ive years period (2020 – 2025) what stocks achieve most stable and least
stable annual average return?

6. Are there any better stock for both existing and new investment? (hint: what
indicators can be used to assess if one stock is better than others?)

7. How do the major stocks (top by the market values) in the new investment portfolio
perform?

2024-2025 S2

You might also like