BBA325 PORTFOLIO MANAGEMENT Assignment -Task Brief & Rubrics
TASK BRIEF
Assignment & Deliverables
1) Select a topic relevant to Portfolio Management which is having wide media exposure or that you believe will be a key topic in the next few years which
happens to be as well of your interest/curiosity and briefly elaborate a 3-5 page document (if individual) or a 5-10 page document if group (maximum 3
people). Make sure your topic is “clear” previously by your professor.
Ideas: Social Impact Funds, Yale Endowment Model, WeWork deal, Passive vs Active Investing, ETFs growth, ESG funds, Sustainability Funds, FAANG Stocks, Tesla, Softbank Vision Fund,
MBS Vision 2030, Robot Advisors, Crypto Currencies, Warren Buffett, Goldman Sachs & Wealth Management, Morgan Stanley & E-Trade, Melinda & Gates Foundation, Value vs Growth
Styles, The Carlyle Group, BlackRock & ETFs, Hedge Funds Returns, Your Investment Portfolio, Value & Growth Styles Investing , Lehman Collapse, Central Banks & Markets,…
2) Assignment (Document) Content:
Introduction:
i. Briefly describe your topic and the reason why you choose it.
ii. Why you think could be relevance for Portfolio Management or the Capital Markets?
iii. A Brief history and why may have been on the financial media coverage or academic literature?
Main Body:
i. A Brief history about it.
ii. To whom it is relevance: Investors types, Portfolio Managers Styles, Governments, Investment vehicles,…
iii. What is your opinion, thoughts or its significance?
iv. Arguments presented for or against by the professional industry & media coverage.
Conclusion:
i. Your overall opinion(s) about it.
ii. How do you see it developing in the coming years?
3) Individual / Group Presentation :
A 3 minutes (if individual) to 5 minutes (group) in-class presentation is expected with maximum of 3 PowerPoint slides (if at all) staying why you
choose your topic, why has been or will be in the economic media and your main conclusions / thoughts about it. If time allowed there would be
1-2 questions ask.
This is an individual or group assignment. This task is worth 30% of your overall grade for this subject. The report is required to be submitted
in PDF format on Turnitin.
Deadline for Turnitin submission: 3th April 23:59pm (Unit 10). Individual or Group Presentation: 17th April, 2020 (Unit 11)
RUBRICS
Exceptional
90-100
Good
80-89
Fair
70-79
Fail
<70
Executive Report
(50%)
Example descriptor:
Student is able to
understand the project and
to set complete and clear
objectives for the executive
report, analyzing all
required topics accordingly
Example descriptor:
Student is able to
understand the project and
to set clear objectives for
the executive report,
analyzing all required
topics
Example descriptor:
Student is able to
understand the project and
to set ambiguous objectives
for the executive report,
partially analyzing the
required topics
Example descriptor:
Student is unable to
understand the project and to
set objectives for the
executive report, without
analyzing the required topics
Presentation
(50%)
Student communicates
their ideas extremely
clearly and concisely.
Student communicates
their ideas clearly and
concisely.
Student communicates
their ideas with some
clarity and concision.
Student fail to communicate
their ideas clearly and
concisely.
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Turnitin Report
Formatting
Title Page
Citation
Outline
