BAFI3178 Portfolio Management - Assessment 2

Task:

For the client, you need to explain the portfolio composition, expected return, the level of risk. You must show and comments on historical performances of your proposed portfolio. Remember to explain why the fund and the portfolio suit your client (apply the optimization).

For your manager, you must prepare a neat spreadsheet explaining and showing all your calculations and the data and method that you have used to estimate the portfolio risk, performance and its optimisation. You may also provide workbook if you have used the software for your performance analysis (Eviews, Stata, Python, etc).