Comment on the suitability of these investments

Assignment Help Case Study

Reference no: EM133007964

FINM4100 Data Analytics in Accounting, Economics and Finance - Kaplan Business School

Assessment Description

The assessment will consist of a group case study (details as follows).

Group Case Study

- Students need to bring their own laptops. There should be at least 1 laptop per group.
- Students will form groups of 3 - 4 members before Week 12
- At the beginning of class in Week 12 the lecturer will distribute a case study instructions document and accompanying data file to each group.
- Questions will be based on materials covered in Weeks 6 to 11.
- The assessment is open book.
- Theoretical and calculation concepts discussed in workshops are examinable.
- Make sure you plan your time in the test so you finish all questions.
- Students will be given 2.5 hours to complete the questions in their group. They must complete the questions specified in the case study instructions document and record their calculations and responses in the data file.

Assessment Content

Access the data file 'CS2_Datafile.xlsm' and answer the questions below.

You are a data analyst within Challenger's equity research team. You have been given data relating to the following investments:

CODE DESCRIPTION

MGE MAGELLAN GLOBAL EQUITIES FUND (MANAGED FUND)
MHG Magellan Global Equities Fund (Currency Hedged)
MICH Magellan Infrastructure Fund (Currency Hedged)
STP:FR SPDR MSCI Europe Materials UCITS ETF
STT:FR SPDR MSCI World Communications Service UCITS ETF
STU:FR SPDR MSCI Europe Utilities UCITS ETF
STW:FR SPDR MSCI Europe Health Care UCITS ETF
DGRO:US !SHARES CORE DIVIDEND GROWTH ETF
IEUR:US !SHARES CORE MSCI EUROPE ETF
IGF:US ISHARES GLOBAL INFRASTRUCTURE ETF
IGIB:US !SHARES INTERMEDIATE-TERM
IGM:US !SHARES EXPANDED TECH SECTOR ETF
IGRO:US !SHARES INTERNATIONAL DIVIDEND GROWTH ETF
IUSV:US ISHARES CORE S&P US VALUE ETF
IWR:US !SHARES RUSSELL MID-CAP ETF
IXN:US !SHARES GLOBAL TECH ETF
IXP:US ISHARES GLOBAL COMM SERVICES ETF
IYR:US !SHARES US REAL ESTATE ETF
AUST BETASHARES MANAGED RISK AUSTRALIAN SHARE FUND
EX20 BETASHARES AUSTRALIAN EX-20 PORTFOLIO DIVERSIFI...
FOOD BETASHARES GLOBAL AGRICULTURE ETF - CURRENCY HE...
HACK BETASHARES GLOBAL CYBERSECURITY ETF
000 BETASHARES CRUDE OIL INDEX ETF-CURRENCY HEDGED ...
QRE BETASHARES AUSTRALIAN RESOURCES SECTOR ETF
YEX2 BETAAUSEX20 EIN 1YEX21
YGEA BETA GEAR EIN (YGEA)
YQOZ BETA FTSE RAFI 200 EIN [YQOZ)
VNQI:US VANGUARD GLOBAL EX-US REAL ESTATE ETF
VONE:US VANGUARD RUSSELL 1000 ETF VONG:US VANGUARD RUSSELL 1000 GROWTH ETF VONV:US VANGUARD RUSSELL 1000 VALUE ETF VTHR:US VANGUARD RUSSELL 3000 ETF

The portfolio manager, who you report to, has asked you to comment on the suitability of these investments and whether any of them should be included in Challenger's investment portfolio.

Reference no: EM133007964

Questions Cloud

Adequate retirement income under all circumstances : Should employers have any obligation to assure that their employees have adequate retirement income under all circumstances? Justify your answers.

Political and economic viewpoints : In what are union cases are strikes more likely to be effective in both the short and long run? Discuss this from both political and economic viewpoints.

What advice do you give to a hospital that is considering : What advice do you give to a hospital that is considering using the internet for recruitment?

Importance of employees completing a self appraisal : 1. Outline the importance of employees completing a self appraisal.

Comment on the suitability of these investments : Comment on the suitability of these investments and whether any of them should be included in Challenger's investment portfolio

Which employees who are subjected to discipline : Which employees who are subjected to discipline have a right to request that a coworker be present as witness during an investigatory interview?

What is the glass ceiling effect : What is the glass ceiling effect? What does your organization do to combat this?

Which of actions by an employer : Which of these actions by an employer would most likely result in a claim for defamation?

Implications for the equity program : A large metropolitan hospital in Ontario recently developed an employment equity program. Under the program, the hospital agreed to promote two women into super

User Account

All Pages