Hello, dear friend, you can consult us at any time if you have any questions, add WeChat: THEend8_
FINM7403 Portfolio Management
Submission: You should submit your report as a single
pdf file that includes a cover page, executive summary, responses to
Parts A and B, reference list and any appendices, if included.
This assignment has a total mark of 30.
It contributes 30% to your final grade.
FINM7403
Project Task Document
Semester 2, 2023
2
This is a group assignment to be completed in teams of at most five. The main project is split into two parts,
and you’re also required to complete a peer review of your team members after the submission of your report.
The task sees you assume the role of a portfolio management team in a fictional Australian asset management
firm, AlphaLink Strategies Group (AlphaLink), required to complete several of the practical steps involved in
establishing an investment portfolio of equities by drawing on the concepts taught in this class. You will be
taking a top-down approach to your investment decisions, with the end goal of forming an equity portfolio that
is diversified across industries but with a focus on certain industries and a tilt towards certain individual stocks
that your analysis determines to be more profitable. In Part A, you’ll undertake an asset allocation decision-
making process to select several industries to invest in and the weights of those industries in your overall
portfolio. In Part B, you’ll engage in security selection by analysing four individual stocks in greater detail and
selecting two stocks to increase the weight of and two to decrease the weight of in your portfolio. Your overall
mark for these sections may be increased or decreased during the peer review process.