To facilitate your decision-making you will be analysing the performance of mutual funds and ETFs in the last three years. You are looking to invest in three mutual funds and three exchange traded funds (ETFs) based on their performance. [Data may be downloaded from Bloomberg]. a) Prepare a report setting out the following information  The rationale of choosing the mutual funds and ETFs  Set your objectives –growth or income, combination of both and/or any other relevant objectives etc.  Constraints for the investment manager. (20 Marks) b) You will be using fundamental analysis (the ‘top-down’ approach) to select and analyse the funds world-wide. Using the tools that you have learnt in ‘top down’ approach, provide an analysis of the economy and various markets(i.e. equities and bond) and give reasons as to whether or not it is favourable to invest taking into account the macroeconomic and chosen market conditions. (20 Marks) c) To analyse the performance of the funds, compute the risk adjusted measure i.e. the Sharpe Ratio. (15 Marks) d) Compare and contrast your results (from Part c) on the performance of ETFs and Mutual Funds. Comment on your findings and justify your answers. (25 Marks) NB. Students should provide a written description that covers the following: 1. The concepts behind the calculations. 2. Any assumptions made. e) In the concluding portion of the report, students are required to summarize the purpose and findings. Students may provide a discussion of the major points and drawbacks and a forecast of how the funds would perform with possible assumptions if required. (Summary of findings, limitations and recommendations and prediction of the future performance of the funds). (20 Marks) Coursework must include tables, graphs and other calculations

Place Your Order Now!