Coursework Topic Students are required to answer both parts of this coursework Y

Coursework Topic
Students are required to answer both parts of this coursework
You have been hired as a Stock Analyst and you are required to select 2 different stocks that are listed on the UK or USA stock exchanges, and each stock must be from a different sector.
Part 1
You are required to undertake a financial analysis:
(1) For each stock:
(a) undertake a performance analysis using quantitative analyses of the firm’s fundamentals using any quantitative metrics that you wish to apply e.g. reported earnings, P/E ratios, EPS, dividends, sales forecasts, etc.
(b) undertake a performance analysis using qualitative analyses of the firm’s fundamentals that you wish to analyse e.g. management, business strategy, analyst reports etc.
(2) Explain why each stock will outperform its associated sector.
6FNCE008W │ Written Group Coursework Assignment
Investment and Portfolio Management to Finance
6FNCE008W | Semester 1 2021/2022
Part 2
Firstly, set up a portfolio using your stocks, specifying the asset weights.
Secondly, outline the type of investor policy statement that would suit your portfolio (the investor policy statement should outline:
– the types of risks an investor would be willing to take (which suits your portfolio)
– the investor’s goal
– the investor’s constraints
– how the portfolio’s performance will be measured and monitored -any other
information you would like to include.
Assessment Criteria
Assessment Weighting in Module: 25%.
Pass mark: 35% (with overall module pass mark of 40%).
Word Limit: 1000 words excluding Title Page, Bibliography and Appendices. If you wish to provide the workings of any calculations for your quantitative analyses, provide the workings in the Appendices.
6FNCE008W │ Written Group Coursework Assignment
Investment and Portfolio Management to Finance
6FNCE008W | Semester 1 2021/2022
Marking criteria:
• You will be judged on:
– Your ability to undertake critical financial analyses, which includes quantitative and qualitative analyses
Part 1 (1):
• 2 measures for quantitative analyses (5 marks each) (total 20 marks)
• 2 measures for qualitative analyses (5 marks each) (total 20 marks)
Part 1 (2):
• Analysis should focus on a reasonable justification for why a selected stock should outperform its sector. This should include factors (such as market conditions, management etc.) that help a company generate proportionally more revenue and more profit than its peers in an industry. (15 marks)
Part 2:
• Setting up the portfolio with well justified asset weights (15 marks)
• Policy statement with reference to type of risk, investor goal, investor constrains
and portfolio performance (20 marks)
• Structure, organisation, as well as general presentation of your report (5 marks)
• Clear and concise writing (5 marks)
Notes:
• You should try to answer all the questions adopting a professional approach.
• Where it is relevant, your analysis should highlight any relation to any theoretical
ideas and concepts.
• You are encouraged to make full use of all material available in the University
and other sources, such as journals, newspapers, books etc. Any use of any data, reports, etc. should be correctly referenced.
Submission Instructions
To submit your assignment (in pdf or Word format):
6FNCE008W │ Written Group Coursework Assignment
Investment and Portfolio Management to Finance
6FNCE008W | Semester 1 2021/2022
• Log on to Blackboard at http://learning.westminster.ac.uk;
• Go to the relevant module Blackboard site;
• Click on the ‘Submit Coursework’ link in the navigation menu on the left-hand side, as advised by the module teaching team;
• Click on the link for the relevant assignment;
• Follow the instructions.
Please note that your submission will automatically be scanned by an automated plagiarism detection software. The University reserves the right to investigate plagiarism and this may affect your marks and studies.
If you submit later than an agreed submission deadline then your submission will be marked in accordance with the current University regulations (if they apply); you may apply for ‘Mitigating Circumstances’ if necessary.