Assessment 3: Equity Portfolio Management Report - Individual Assessment

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 Due 20 Apr by 19:00

Points 40

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Course code and name: BAFI1045 Equity Investment and Portfolio Management

Assessment Task 3: Equity Portfolio Management Report – Individual Assessment

Due Date: Sunday of Week 14: 20th April 2025, 5 pm, Singapore time

Marks/Weighting: 40 marks accounting for 40% of the total grade for this course

Word Count: Maximum 3,500 words (excluding ToC, Appendix and References)

Learning Outcomes: 1, 3, 4, 5, 6

Rubric/Marking criteria: A marking rubric will be provided on Canvas.

Similarity Index: The similarity score must be less than 20%

The Task: This is an individual assessment

You are to construct equity investment portfolios - a replication portfolio and an actively managed portfolio - by selecting from a list of stocks
that are listed on the Singapore Stock Exchange.

You will then prepare a report in which you can explain your investment strategy for both portfolios and discuss the expected investment
performance of both portfolios.

Submission instructions: The report is e-submitted via Canvas, Turnitin. Hard copy or email submissions will not be accepted.

Assignment Related Documents

 The Assignment Requirements

SIM Portfolio Management Assignment-1.docxDownload SIM Portfolio Management Assignment-1.docx

 Using Workspace

1 Using Workspace.pptxDownload 1 Using Workspace.pptx

2 Fundamental Analysis in Workspace.pptxDownload 2 Fundamental Analysis in Workspace.pptx

3 Technical Analysis in Workspace.pptxDownload 3 Technical Analysis in Workspace.pptx

 Equity Portfolio Construction in Workspace

4 Equity Portfolio Creation workspace.pptxDownload 4 Equity Portfolio Creation workspace.pptx

 Equity Portfolio Analysis

5 Equity Portfolio Analysis with workspace.pptxDownload 5 Equity Portfolio Analysis with workspace.pptx

 Other relevant information

Assignment Declaration Coversheet Download Assignment Declaration Coversheet

Academic Integrity and Plagiarism

Academic integrity is about the honest presentation of your academic work. It means acknowledging the work of others while developing your
own insights, knowledge and ideas. You should take extreme care that you have:
Acknowledged words, data, diagrams, models, frameworks and/or ideas of others you have quoted (i.e. directly copied), summarised,
paraphrased, discussed or mentioned in your assessment through the appropriate referencing methods. Provide a reference list of the
publication details so your reader can locate the source if necessary. This includes material taken from Internet sites.

If you do not acknowledge the sources of your material, you may be accused of plagiarism because you have passed off the work and ideas of
another person without appropriate referencing, as if they were your own.

RMIT University treats plagiarism as a very serious offence constituting misconduct. Plagiarism covers a variety of inappropriate behaviours,
including:

 Failure to properly document a source

 Copyright material from the internet or databases

 Collusion between students

For further information on our policies and procedures, please refer to the University website.

Assessment declaration

When you submit work electronically, you agree to the assessment declaration.

Assessment Extensions

Extension requests must be received at least one working day before the assessment deadline. There will be no exceptions to this. Students
who miss this deadline (or are seeking extensions beyond 7 days) should apply for special consideration.

This assessment task is due on 20th April 2025, 5 pm, Singapore time; therefore, any assessment extensions must be submitted by Thursday,
17th April 2025, by 5 pm, Singapore time.

You can apply for an extension via the Assessment Extensions tab in Canvas. Students who contact staff seeking an extension without using
the Assessment Extension tab method cannot be considered for an extension.

When you submit an extension request

1. Provide an explanation as to why the extension is being requested

2. Provide supporting documents

You cannot apply for an extension request after Thursday, 17th April 2025, 5 p.m., Singapore time. After this deadline has passed, you need to
apply for Special Consideration.

Rubric

AoL Portfolio Management Report (1)

AoL Portfolio Management Report (1)

Criteria Ratings

This criterion is linked to a

learning
outcomeInvestment Goals
and Strategies
2 to >1.5 Pts 1.5 to >1.0 Pts 1 to >0 Pts
Do students discuss their
investment goals and HD CR FAIL
strategies while
Discussed in detail Discussed but not clearly Not discussed
constructing the portfolio

This criterion is linked to a

learning
outcomeCalculate No of
Shares for the Passive
Portfolio 2 to >1.5 Pts 1.5 to >1.0 Pts 1 to >0 Pts

Do students calculate the HD CR FAIL

correct no of shares for
the replication (passive) Correct calculation of the number Partly correct calculation of the number Wrong calculation of the number of
portfolio of shares of shares shares
AoL Portfolio Management Report (1)

Criteria Ratings

This criterion is linked to a

learning
outcomeJustification of
Stock selection and
weightings for each stock
while constructing Active
Portfolio (#AoL6 Critically 14 to >11.5 Pts 11.5 to >10.0 Pts 10 to >8.5 Pts 8.5 to >7.0 Pts 7 to >0 Pts
Engaged)
HD DI CR PA FAIL
Have students justified
why each stock was The student The student conducts The student conducts The student The student
selected and why not conducts a very a detailed analysis to a broad analysis to attempts to cannot clearly
selected using macro and detailed analysis to justify the stock justify the stock demonstrate the demonstrate the
industry indicators, and justify the stock selection or no selection or no analysis to justify the analysis to justify
firm-specific ratios and selection or no selection and applies selection and stock selection or no the stock
characteristics. selection and using informed judgement combines informed selection and selection or no
informed judgement in striking a balance judgement to strike a matches informed selection and
to balance evidence between evidence balance between judgement with fails to display
and intuitive and intuitive evidence and balancing evidence informed
understanding in understanding in intuitive and intuitive judgement
analysing complex evaluating complex understanding in understanding in
information in depth. information in depth. evaluating complex evaluating
information. information.

This criterion is linked to a

learning
outcomeConstruct the
passive and active
portfolio in Workspace

Have students correctly

created a replication and 3 to >2.0 Pts 2 to >1.0 Pts 1 to >0 Pts
an active portfolio in Eikon
(date, price, no of shares) HD CR FAIL
and attached an Eikon
The student has correctly created The student has correctly created one The student has not correctly created
screenshot of both
the two portfolios in Eikon. of the two portfolios in Eikon. the two portfolios in Eikon.
portfolios
AoL Portfolio Management Report (1)

Criteria Ratings

This criterion is linked to a

learning outcomePortfolio
Evaluation of the two
portfolios with a
benchmark portfolio
(#AoL5 Expert)

Discuss about active

weights, active return, 8 to >7.0 Pts 7 to >6.0 Pts 6 to >5.0 Pts 5 to >4.0 Pts 4 to >0 Pts
active risk, and tracking
errors - compare on total HD DI CR PA FAIL
return & active return of
passive/active portfolio; The student The student The student The student The student cannot
determine the total risk & performs a clear and performs detailed attempts to perform attempts to demonstrate why
active risk as well as the detailed portfolio portfolio evaluation a limited portfolio perform some and how portfolio
sources by looking at the evaluation relative to relative to the evaluation relative portfolio evaluation evaluation is done
tracking error of their the benchmark and benchmark and to the benchmark relative to the relative to the
portfolio articulates complex articulates relevant and Expresses benchmark and benchmark and Is
disciplinary learnings disciplinary learnings disciplinary expresses unable to express
competently and competently and learnings that are disciplinary relevant
professionally, in all professionally, across relevant, and does learnings that are disciplinary
business contexts a variety of business so in a professional relevant, and does learnings in a range
contexts manner, adapting to so in a professional of contexts
different contexts as manner and in a
required. variety of contexts.

This criterion is linked to a

learning
outcomeAttribution
Effect-Discussion of
allocation and selection
6 to >4.0 Pts 4 to >3.0 Pts 3 to >0 Pts
effect
HD CR FAIL
Discuss the allocation and
selection effect and Detailed Discussion Partly discussed Not discussed
explain why it is positive
or negative.
AoL Portfolio Management Report (1)

Criteria Ratings

This criterion is linked to a

learning
outcomeRecommendatio
n of the portfolio and why 2 to >1.5 Pts 1.5 to >1.0 Pts 1 to >0 Pts

Which portfolio do you HD CR FAIL

recommend-active or
passive and why? Recommendation explained in detail Recommendation partly explained Recommendation not explained in detail

This criterion is linked to a

learning outcomeReport
Presentation and
3 to >2.0 Pts 2 to >1.0 Pts 1 to >0 Pts
References
HD CR FAIL
Is the presentation of the
report like a business The student provides a clear structure The student provides a broad report The student provides a broad
report and Is a proper and specific sections in the report, structure but highlights some structure of the report but fails to
referencing system showing how each section is importance of each section and highlight the importance of each
followed important and connected well, with maintains a good flow with proper section and maintains a good flow
correct referencing. referencing. with proper referencing.

Total points: 40