​​ FIN201 - Investment Management "PLZ FOLLOW THE BAUSTRALIAN BUSINESS RULES" Topic: 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, suggested points for detailed examination and penalties for late lodgment are in the Subject Outline. 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! See http://en.wikipedia.org/wiki/Harvard_referencing Marking Guide The Assignment will be marked out of 30% and there will be 4 components. 1 Component 1 – 14 marks. ANALYSIS. Discussion and understanding of seven (7) types of alternative investments available on financial and other markets, along with a description of their main features, investment returns achieved and/or targeted, risks attaching to each selected alternative investment and an illustrative example of each type selected. Component 2 - 7 marks – RESEARCH – EXTENT AND APPLICATION. Discussion and detailed understanding of alternative investments in the investment portfolio construction and management process, including . reasons for investing in them. Extent of research and source referencing. Component 3 – 4 marks – RECOMMENDATIONS / CONCLUSIONS. Following the above analysis and application of your research, state any recommendations which emerge for investor portfolio managers and investors, and – separately - summarise your overall conclusions. Component 4 - 5 marks – PRESENTATION. Clear and concise expression, professional presentation, grammar, spelling and the use of graphs, tables and appropriate source referencing of material, charts, tables, etc. The purpose of this Assignment is to test your initiative as advanced degree students, and your ability to discover information and apply this to portfolio management . Remember that plagiarism brings severe penalties. Submission of Assignments. A soft copy is not acceptable. Please submit to Lecturer a hard copy, including Cover Sheet (see Moodle) & Marks and Comments Page (page 3 attached) at the front of your Assignment– see page 1. Keep a soft copy. IMPORTANT TO LOOK AT THIS THING BECAUSE TEACHER WILL GIVE MARKS ACCORDING TO THIS CRITERIA. AND PLZ FOLLOW IT IN THE ASSIGNMENT. THANKS LECTURER'S FEEDBACK MARKS 1. Component 1 – ANALYSIS ……/ 14 2 Discussion and understanding of the various types of alternative investment classes available on financial and other markets, a description of their main features, investment returns achieved and / or targeted, risks of each type & an illustrative example of each type. ……………………………………………………………………………………… 2. Component 2 – RESEARCH – EXTENT AND APPLICATION ……/7 Discussion and detailed understanding of the role of alternative investments in the portfolio construction and management process; reasons for investment in them; extent of research and referencing. ……………………………………………………………………………………… 3. Component 3 – RECOMMENDATIONS / CONCLUSIONS ……/4 Recommendations for portfolio managers and investors, along with a separate section detailing a summary of your overall conclusions. ……………………………………………………………………………………. 4. Component 4.– PRESENTATION ……/ 5 Is expression clear and concise? Any comments on professionalism of presentation, grammar, spelling, use of graphs and tables, and appropriateness of source referencing of report, charts, graphs, etc. ……………………………………………………………………………………. LECTURER'S INITIALS …………. TOTAL MARKS ______/ 30%. DATE ………………………………. 3 PLZ MUST ADD ATLEAST 6 ACADEMEIC JOURNAL REFERNCES IN THE REFERNCE LIST AND IN THE TEXT AS WELL. TEACHER ASKED IT AGAIN AND AGAIN IN CLASS. THANKS DON'T FORGET TO PUT THE REFERNCES IN HARWARD ANGELINA STYLE. IT IS MUST CONDITION. AND PROVIDE IN THE FORMAT DICUSSED ABOVE NUMBERING a) B) C) D) E) F) G) JUST ABOVE IN THE ATTACHED PICTURE IN THIS WORD FILE. AND WRITTEN BELOW AS WELL, PLZ FOLLOW EVERYTHING. 4 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