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Investment Management: Rational and Irrational Markets

Module Title: Investment Management: Rational and Irrational Markets

Week 3

Your initial investment is £1,000,000 (UK campus students) or HK$1,000,000 (HK campus students).

You can invest in any individual equities. During the portfolio management period (Week 3 to 12), you are required to rebalance your portfolio to achieve your investment objective. You must value your portfolio and take into account the transaction cost which is 1% of transaction amount per trade. You are encouraged to use Bloomberg Financial Database for portfolio analysis.

Week 12

At the end of Week 12, you must stop portfolio management and carry out the final valuation.

In your final investment report, you are required to address the following:

1. Discuss your investment philosophy. Demonstrate how your asset allocation decisions match with your investor profiling. Forecast the market and make clear what assumptions you made in forecasting the market.

2. Reflect uponyour rebalancing strategies. In this section, you should highlight why you bought, held or sold your shares and whether the rebalancing changed the nature of your portfolio. Your rebalancing strategies should be supported by relevant investment theories and assets pricing models. Additionally, you are required to identify relevant behavioural concepts and explain your own irrationalities observed during construction and management of the equity investment portfolio. This should be strongly underpinned by academic literature.

3. Evaluate your portfolio’s risk adjusted absolute and relative performance. You should also explain the performance difference between your portfolio and the given benchmark(s) using techniques such as attribution analysis and tracking error. Additionally, you should link and evaluate your results and risk taking decisions with your investment philosophy. Your discussion should be supported by relevant theories and academic literature.

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