Final Project Guidelines and Grading Guide, writing homework help
Other
FIN 670: Final Project Guidelines and Grading Guide
Overview
The final project for this course is the creation of aportfolio. The project is divided in to four milestones, which will be submitted at various points throughout the course to scaffold learning and ensure quality final submissions. These milestones will be submitted in Modules Two, Four, Six, and Eight and the final paper and presentation will be submitted in Module Ten.
Assume that you are the hedge fund portfolio manager and are starting a new fund. You have received $1 million to invest in a portfolio of derivatives. You should invest at least 20% in each of options, futures, and derivatives. No one position may comprise more than 10% of your portfolio. For each derivative instrument included in the portfolio, assess the risk of that instrument. In other words, identify and examine what could go right and wrong with this instrument. Discuss scenarios where this instrument does very well in the investment environment and scenarios where this instrument will not perform well. Discuss also the potential returns of each instrument: what is the potential return under optimal conditions and potential losses under worst case scenarios. Finally, discuss how you plan to allocate your cash in your portfolio and whether you plan to use strategies based on leverage, shorting, or reverse repurchase agreements.
Main Elements
Main Elements:
- Index of potential derivatives instruments to include in portfolio
- Short discussion of each instrument and the potential returns
- Short discussion of each instruments and potential losses
- Performance of instruments
This final paper should be 8-10 pages long and have accompanying charts and tables. Follow the APA requirements (i.e. no first person, keep it objective). Make sure you cite properly— do not risk plagiarism. Assume that you are the hedge fund manager (one with the power to make the changes to the portfolio). Include a 10-12 slide PowerPoint presentation that provides an overview of your portfolio and the eventual outcome. The final paper including the drafts will account for 140 points of the final grade, while the presentation will be valued at 60 points of the final grade.
Format
NOTE: The purpose of submitting drafts for each milestone is to obtain comments and feedback (formative assessment) from the instructor. You will be provided a final, summative grade for the final paper and presentation at the end module 11, but no grade will be assigned for the milestones in the respective modules.
Milestone One: Draft One
In 2-4 Final Project: Milestone No. 1: Draft One, you will submit an index of potential derivatives instruments to include in portfolio.
Milestone Two: Draft Two
In 4-4 Final Project: Milestone No. 2: Draft Two, you will submit a short discussion of each instrument and the potential returns.
Milestone Three: Draft Three
In 6-4 Final Project: Milestone No. 3: Draft Three, you will submit a short discussion of each instruments and potential losses.
Milestone Four: Draft Four
In 8-4 Final Project: Milestone No. 4: Draft Four, you will submit a draft discussing the performance of instruments during Weeks 1-8.
Final Submission: Final Paper and Presentation
In 10-2 Final Paper: Submit and 10-3 Final Presentation: Submit, you will submit your final paper and presentation. It should be a complete, polished artifact containing all of the main elements of the final product. It should reflect the incorporation of feedback gained throughout the course. The Final Paper will be graded using the Final Project Rubric, and the Final Presentation will be graded using the Presentation rubric.
Deliverable Milestones
|
Milestone |
Deliverables |
Module Due |
Grading |
|
1 |
Draft One: Index of potential derivatives instruments to include in portfolio |
2 |
Not graded separately; for the purpose of obtaining comments and feedback |
|
2 |
Draft Two: Short discussion of each instrument and the potential returns |
4 |
Not graded separately; for the purpose of obtaining comments and feedback |
|
3 |
Draft Three: Short discussion of each instruments and potential losses |
6 |
Not graded separately; for the purpose of obtaining comments and feedback |
|
4 |
Draft Four: Performance of instruments during Weeks 1-8 |
8 |
Not graded separately; for the purpose of obtaining comments and feedback |
|
Final Paper Final Presentation |
10 |
Graded using the rubric below Graded using the Presentation rubric |
Rubric
Requirements of submission: Written components of projects must follow these formatting guidelines when applicable: double spacing, 12-point Times New Roman font, one-inch margins, and APA citations. The FinalPaper should be 8-10 pages long with accompanying charts and tables. Include a 10-12 slide PowerPoint presentation that provides an overview of your portfolio and the eventual outcome.
Instructor Feedback: Students can find their feedback in the grade book as an attachment.
|
Critical Elements |
Exemplary |
Proficient |
Needs Improvement |
Not Evident |
Percentage |
|
Main Elements |
Includes almost all of the main elements and requirements and cites multiple examples to illustrate each element (23-25) |
Includes most of the main elements and requirements and cites many examples to illustrate each element (20-22) |
Includes some of the main elements and requirements (18-19) |
Does not include any of the main elements and requirements (0-17) |
25 |
|
Inquiry and Analysis |
Explores multiple issues through extensive collection and in-depth analysis of evidence to make informed conclusions (18-20) |
Explores some issues through collection and in-depth analysis of evidence to make informed conclusions (16-17) |
Explores minimal issues through collection and analysis of evidence to make informed conclusions (14-15) |
Does not explore issues through collection and analysis of evidence and does not make informed conclusions (0-13) |
20 |
|
Integration and Application |
All of the course concepts are correctly applied (9-10) |
Most of the course concepts are correctly applied (8) |
Some of the course concepts are correctly applied (7) |
Does not correctly apply any of the course concepts (0-6) |
10 |
|
Critical Thinking |
Demonstrates comprehensive exploration of issues and ideas before accepting or forming an opinion or conclusion (18-20) |
Demonstrates moderate exploration of issues and ideas before accepting or forming an opinion or conclusion (16-17) |
Demonstrates minimal exploration of issues and ideas before accepting or forming an opinion or conclusion (14-15) |
Does not demonstrate exploration of issues and ideas before accepting or forming an opinion or conclusion (0-13) |
20 |
|
Research |
Incorporates many scholarly resources effectively that reflect depth and breadth of research (14-15) |
Incorporates some scholarly resources effectively that reflect depth and breadth of research (12-13) |
Incorporates very few scholarly resources that reflect depth and breadth of research (11) |
Does not incorporate scholarly resources that reflect depth and breadth of research (0-10) |
15 |
|
Writing (Mechanics/Citations) |
No errors related to organization, grammar and style, and citations (9-10) |
Minor errors related to organization, grammar and style, and citations (8) |
Some errors related to organization, grammar and style, and citations (7) |
Major errors related to organization, grammar and style, and citations (0-6) |
10 |
|
Earned Total Comments: |
100% |
