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Assignment on Portfolio management for investors

Number of Words : 3229

Number of References : 5


 Investment policy – Introduction, Investment objectives, Target return, Level of risk, Investment constraints
 Developing the portfolio – Basis of selection of shares, Selecting shares, efficient frontier, choosing optimal portfolio
 Portfolio’s performance evaluation – Fund manager’s objectives, Valuation methods, holding period return, Portfolio measurement
 Assignment on Portfolio management for investors


The purpose of this report is to show how the 100 million dollars invested as trainees at Brown Investment have performed over 8 weeks period from 17th March 2006 till 12 May 2006. This report consists of three segments. The first part of report refers to the investment policy of the current <b>portfolio</b>. Under the investment policy, the strategy of the current <b>portfolio</b> is to maximize shareholder return through the strategy of total return with main emphasis on capital appreciation. The second part of the report refers to various methods used to select the shares in which the given $100 million dollars is to be invested. Various methods were used to select the shares, such as expected return, standard deviation, coefficient of correlation, beta, and variance. The securities chosen are Alinta, BHP Billiton, Caltex, James Hardie, David Jones, Agro Investment, and Macquire Bank. The third part of the report refers to the evaluation of the performance of the current <b>portfolio</b>. To measure the performance of the current <b>portfolio</b>, treynor’s and sharpe method were used to calculate the ratio. Also the yield rate for the portfolio and market(S&P/ASX200) were calculated to compare whether the current <b>portfolio</b> has outperformed the current <b>portfolio</b> is not.<br />

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