Deakin's Bachelor of Commerce and MBA are internationally EPAS accredited.
Deakin Business School is accredited by AACSB.
MAF707 – Investments and Portfolio Management
Trimester1, 2019
Assessment2 – Written Stock Analysis Report
DUE DATE AND TIME: 01/05/2019, 11:50PM
PERCENTAGE OF FINAL GRADE: 30%
Learning Outcome Details
Unit Learning Outcome (ULO) Graduate Learning Outcome (GLO)
ULO 1: Students will need to develop and apply a sophisticated
understanding of how financial markets operate (including portfolio
theory, managed funds, different asset classes, derivative products and
international investments).
GLO1: The assignment is for
investment-specific knowledge and
capabilities which is for appropriate to
the level of study related to an
investment or profession.
ULO 2:Students will need to reflect on the ethical obligations of a
Financial Advisor.
GLO3: The assignment is for digital
literacy which is for using technologies
to find, use and disseminate
information.
ULO 3: Students will need to undertake independent research to design
a portfolio optimisation strategy and apply it by critically analysing a
ange of complex finance related information to recommend defendable
investing and financing decisions.
GLO4: The assignment is for critical
thinking ability which is for evaluating
information using critical and analytical
thinking and judgment.
ULO 4:Students will need to demonstrate the ability to evaluate and
use different asset classes -cash, fixed interest, equities and property to
form and manage portfolios.
GLO6: The assignment is for self-
management ability which is for
working and learning independently,
and taking responsibility for personal
actions.
GLO8: The assignment is for global
citizenship which means to engage
ethically andproductively in the
managed fund context and with diverse
communities and culturesin a global
context.
Description / Requirements
To successfully complete this assessment each student needs to prepare equity research reports for two
Australian listed firms. These two firms should be from two different industries.
https:
www.efmd.org/index.php/accreditation-main/epas
http:
www.aacsb.edu
Page 2 of 3
In general, equity analysts prepare equity research reports for the investors. These reports provide expert
opinion about the investment opportunities in companies analysed. These reports also provide clear ‘buy’
or ‘sell’ recommendation to the investors. The equity research reports for the individual assessment
should at least include following:
• Financial analysis-including ratio analysis to explain financial health/strength of the firms. At
least past 3 years financial history needs to be analysed.
• Description of the business and analysis of its strategic position in the industry.
• Fama French Three Factor effect on equity analysis Investment recommendations.
• The elementary discussion on ethical behaviour of professional fund managers
Please try to stick to the word limit (3000 words). Number of words is calculated excluding tables,
graphs/figures and references.
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Submission Instructions
[AddSubmissionInstructions]
You must keep a backup copy of every assignment you submit, until the marked assignment has
een returned to you. In the unlikely event that one of your assignments is misplaced, you will
need to submit your backup copy.
Any work you submit may be checked by electronic or other means for the purposes of detecting
collusion and/or plagiarism.
When you are required to submit an assignment through your CloudDeakinunit site, you will
eceive an email to your Deakin email address confirming that it has been submitted. You should
check that you can see your assignment in the Submissions view of the Assignment dropbox folder
after upload, and check for, and keep, the email receipt for the submission.
Notes
• Penalties for late submission:The following marking penalties will apply if you submit an
assessment task after the due date without an approved extension: 5% will be deducted
from available marks for each day up to five days, and work that is submitted more than five
days after the due date will not be marked. You will receive 0% for the task. 'Day' means
working day for paper submissions and calendar day for electronic submissions. The Unit
Chair may refuse to accept a late submission where it is unreasonable or impracticable to
assess the task after the due date.
• For more information about academic misconduct, special consideration, extensions, and
assessment feedback, please refer to the documentYour rights and responsibilities as a
student in this Unitin the first folder next to the Unit Guide of the Resources area in the
CloudDeakin unit site.
• Building evidence of your experiences, skills and knowledge (Portfolio) - Building a
portfolio that evidences your skills, knowledge and experience will provide you with a
valuable tool to help you prepare for interviews and to showcase to potential employers.
There are a number of tools that you can use to build a portfolio. You are provided with
cloud space through OneDrive, or through the Portfolio tool in the Cloud Unit Site, but you
can use any storage repository system that you like.Remember that a Portfolio is YOUR tool.
You should be able to store your assessment work, reflections, achievements and artefacts
in YOUR Portfolio. Once you have completed this assessment piece, add it to your personal
Portfolio to use and showcase your learning later, when applying for jobs, or further studies.
Curate your work by adding meaningful tags to your artefacts that describe what the
artefact represents.
Learning Outcome Details
Description / Requirements
Submission Instructions
Notes