Posted: April 20th, 2021
FIN428 Individual Assignment (Written Analysis)
Individual Assignment (Written Analysis)
Portfolio Get research paper samples and course-specific study resources under homework for you course hero writing service – Manage ment
FIN428
This assignment must be completed individually. This assignment is due on: Date = May 5, 2021; Time =
11:00am. A 50% penalty will be incurred for late submission. This assignment must be submitted
electronically via Blackboard (Instructor’s Assessments).
✓ The font size of 11 and the line spacing of “single” must be used.
✓ The maximum length of your assignment is 1 page. Assignments exceeding the page limit will be penalized.
✓ No reference is required.
File uploading issue
• If there is an issue with uploading files in BlackBoard, the assignment file must be sent to my email
before the due date/time to avoid a late submission penalty.
File format
• The assignment must be submitted in PDF format. (If there is an issue with opening a non-pdf file,
the assignment will be penalized.)
Plagiarism
• Assignments with plagiarized content will be penalized.
Instruction
Suppose that you are an investment manager at a large asset management company. One of your clients
(John McLean) has recently sent you an email regarding his portfolio. In John McLean’s email to you, the
questions are as follows (in the below box).
– I understand that you use Markowitz Portfolio Optimization Model to manage my portfolio. Can you
briefly explain this model in simple terms?
– I would like to take a much higher level of risk for my portfolio. My question is: according to the
Markowitz Portfolio Optimization Model, what should be done? (Should some very risky stocks be
bought or sold? Should some very risky bonds be bought or sold? Should some very risky commodities
be bought or sold? Is there another way?)
– (I will be ok with some formulas, but please try to minimize the use of them. Also, could you please not
copy and paste sentences from other sources? I would like to know your thoughts and see your writings
on the above issues.)
Answer John McLean’s questions in a formal email to him. The format in the next page must be used.
Student Name:
Student ID:
Subject: RE: Portfolio Get research paper samples and course-specific study resources under homework for you course hero writing service – Manage ment
Dear Mr. John McLean,
Kind Regards,
[Your Name]