المملكة العربية السعودية
وزارة التعليم
الجامعة السعودية اإللكترونية
Kingdom of Saudi Arabia
Ministry of Education
Saudi Electronic University
College of Administrative and Financial Sciences
Assignment 1
Portfolio Management (FIN424)
Due Date: 12/03/2022 @ 23:59
Course Name: Portfolio Management
Student’s Name:
Course Code: FIN424
Student’s ID Number:
Semester: Second
CRN:
Academic Year:2021-22-2nd
For Instructor’s Use only
Instructor’s Name:
Students’ Grade:
Marks Obtained/Out of 10
Level of Marks: High/Middle/Low
General Instructions – PLEASE READ THEM CAREFULLY
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The Assignment must be submitted on Blackboard (WORD format only) via allocated
folder.
Assignments submitted through email will not be accepted.
Students are advised to make their work clear and well presented, marks may be reduced
for poor presentation. This includes filling your information on the cover page.
Students must mention question number clearly in their answer.
Late submission will NOT be accepted.
Avoid plagiarism, the work should be in your own words, copying from students or other
resources without proper referencing will result in ZERO marks. No exceptions.
All answered must be typed using Times New Roman (size 12, double-spaced) font. No
pictures containing text will be accepted and will be considered plagiarism).
Submissions without this cover page will NOT be accepted.
Learning Outcomes:
CLO 4- Analyse and choose appropriate Alternative Investments Portfolio Management.
CLO 5- Evaluate portfolio performance and risk.
(Critical Thinking) Assignment Question(s) :
Q.1.Suppose you are creating the questionnaire to assess investor consistency, write at least
five questions by which you can assess the personality of investors’ behavior and decisionmaking style. (3 Marks)
Q.2.What are the different Personality Types of Investors. As a Portfolio Manager, what
type of investment strategy would you formulate for “Cautious Type” of Investors? (3
Marks)
Q.3.Why Ethical Conduct is a key requirement for managing Investment Portfolios?
Support your answer with an appropriate example. (2 Marks)
Q.4.Write a situation, when there is a need to rebalance the portfolio. (2 Marks)
Answers
1. Answer2. Answer3. Answer4. Answer-
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