BEAM031 Financial Instruments (A, TERM1 2021/2)
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BEAM031
Financial Instruments (A, TERM1 2021/2)
Criteria:
The criteria and hence the grades given below are not necessarily equally weighted contributions to the final mark; the grades are only for the guidance of the student. All marks for summative assessments are provisional until confirmed by the Board of Examiners.
Adherence to assignment
brief/question
Condonable Fail (40-49%)
Use of academic literature and
other sources
Condonable Fail (40-49%)
Knowledge and understanding of
subject
Condonable Fail (40-49%)
Style, presentation and
referencing
Condonable Fail (40-49%)
Analysis, argument
and conclusions
Condonable Fail (40- 49%)
Comments and recommendations for improvement:
Including areas in which you have performed well, areas in which there is the potential for improvement and general feedback from the markers.
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a) A basic description of the client is offered. 5/10 b) Not clear why you reference the table? Aren,t these your investments? The volume column is misleading, you would better report the number of shares you bought and the weight. The investments table that should summarize everything is not easy to read. 4/10 ci) Some incorrect statements about the nature of the equity. You don,t report on the financial characteristics that led you to include these stocks - your document is rather descriptive on this section. 11/25 cii) You don,t report on the financial characteristics that led you to include these bonds and/or their specific investments - your document is rather descriptive on this section. No evidence of alternative investments. 15/40 ciii) No discussion about the relevance of the portfolio beta to the client. A negative beta is highly implausible for this portfolio. 1/5 civ) Limitations miss out on transaction costs, taxes. 5/10 A poor attempt. You needed to work more on the empirical and financial side of the investments. I suggest you revisit the portfolio diversification material and the financial instruments. |
Agreed Mark:
IMPORTANT: This feedback sheet is for student guidance only, and therefore the mark is subject to the approval of the Board of Examiners.
2022-07-25