Management School – Postgraduate Coursework Specification
Module Code: MGT6248
Coursework Code: MGT6248-1
Module Title: Portfolio Management and Investment
Date Available: 26/02/2025
Submission details: 4 June 2025, 12pm (noon)
Electronic submission only through Blackboard
You can submit your assignment multiple times to the submission link on the module Blackboard site. Each time you submit you will receive a Similarity Report. You can check this and improve your referencing before the final deadline.
After 3 submissions you will need to wait 24hrs before you receive a new report.
Please note: each new submission replaces any previous submission. It is not possible to retrieve a previous submission.
Your final submission must be made before the deadline to avoid late penalties.
You should note that the time of submission is taken from once the document has been successfully uploaded and confirmed – this may take more than five minutes during busy periods. Late penalties will be applied to any work submitted from 12.01pm on 4 June onwards. Details of how to calculate a late penalty can be found in your programme Handbook. It is your responsibility to ensure the correct document/file has uploaded successfully.
When submitting you must:
1. Include a completed cover sheet (available from Blackboard)
2. Use ‘Student Number, MGT6248-1’ (e.g.190011001, MGT6248-1) as the document’s file name and also as the Assignment Title in Turnitin.
There is a penalty (5 marks) for students who do not comply with the cover sheet guidelines (1) and (2) above.
Contribution to Final Mark for Module:
100%
Maximum Word Length: 3,000 words
Unless otherwise specified, the word count is for the main body of the text and ignores the reference list and appendices. If you exceed the word length you will be penalised. For details see the Management School Handbooks.
Please note that SUMS does not have a word count tolerance - it is a stated maximum as outlined above.
Requirements:
As a fund manager, you raised one billion dollars to invest in five assets of your choice. Your investors want your investments to be limited to the following categories: stocks, commodities, Exchange Traded Funds (ETFs), and Fama-French sorts. You can pick all your assets from one category, or you can combine assets from multiple categories. Your investment started in January 2015. It is the end of December of 2024, and you are required to produce a detailed report to inform. other fund managers how your investments performed. The report should:
1. Provide a clear overview of the investment approach that you relied on. This overview should be backed by a clear justification of why you expect this approach to be profitable, and how it fits the needs of your clients and the macroeconomic environment.
2. Describe the chosen assets, their riskiness, and how they fit into your investment approach.
3. Present the approach and constraints used in determining the weights of assets in your portfolio.
4. Assess the performance of your strategy for the period between January 2015 and December 2024 using a wide range of metrics. You should also emphasise the key drivers of your portfolio’s performance.
5. Highlight the impact of the COVID 19 pandemic on your portfolio and discuss possible adjustments in your investments for the upcoming years.
General requirements
It is expected that you will draw upon a range of literature, academic and industry journals, Bloomberg, and other information sources throughout your report to provide support for your arguments. Sections are generally expected to have roughly similar word counts, but marks will not be reduced if one section is slightly larger than the other.