Investment Management- Reem.
Module Code Module Title Module Credits GAC6005 Investment Management 20 Academic Year and Semester Examination Board Level & Block 2023-24, 2nd Semester July 2024 6-1 Method of Assessment Term (Mid-term /End-term) Weighting COURSEWORK Mid-term 50% Module Leader Module Leader email Said Al-Amri [email protected] Additional Information (if any) Version 1 Page 1 of 14 Contents 1. Assessment Details 2. Submission Details 3. Assessment Criteria 4. Further Information Who can answer questions about my assessment? Referencing Submission problems Unfair academic practice How is my work graded? 5. IV form Version 1 Page 2 of 14 Assessment Details Assessment title Abr. Weighting COURSEWORK WRIT1 50% Pass marks for undergraduate work is 40%, unless stated otherwise. Task/assessment brief: Muscat: The Central Bank of Oman (CBO) raised OMR36 million by way of allotting treasury bills on Monday. The value of the allotted treasury bills amounted to OMR10 million, for a maturity period of 28 days. The average accepted price reached OMR99.595 for every OMR100, and the minimum accepted price arrived at OMR99.595 per OMR100. The average discount rate and the average yield reached 5.27946 per cent and 5.30093 per cent, respectively. The value of the allotted treasury bills amounted to OMR26 million, for a maturity period of 91 days. The average accepted price reached OMR98.665 for every OMR100, and the minimum accepted price arrived at OMR98.665 per OMR100. The average discount rate and the average yield reached 5.35467 per cent and 5.42712 per cent, respectively. Treasury bills are short-term highly secured financial instruments issued by the Ministry of Finance, and they provide licensed commercial banks the opportunity to invest their surplus funds. The Central Bank of Oman (CBO) acts as the Issue Manager and provides the added advantage of ready liquidity through discounting and repurchase facilities (Repo). Furthermore, treasury bills promote the local money market by creating a benchmark yield curve for short-term interest rates. Additionally, the government may also resort to this instrument whenever felt necessary for financing its recurrent expenditures. CBO issues treasury bills worth OMR36 million, Available at: CBO issues treasury bills worth OMR36 million – Times of Oman Accessed: 13 November, 23 Version 1 Page 3 of 14 From the above report, you are required to critically analyse the financial asset and portfolio management that can build investment management strategies and improve effectiveness of asset and portfolio management in order to attempt the following tasks: (a) Briefly introduce the concepts of financial investment management of the report. (10 marks) (b) Provide critical discussion on fundamental analysis of financial investment and how does fundamental analysis differ from technical analysis? (20 marks) (c) Identify two charts of technical analysis as investment strategies and critically discuss how the charts enable investors enhancing investment decision. (30 marks) (d) Critically discuss main principles portfolio management Process and Design your portfolio with appropriate allocation of financial assets. (30marks) (e) A summary of the report. (10 marks) ***END OF ASSIGNMENT TASK*** Version 1 Page 4 of 14 Additional instructions: You are required to make a report (2,000 words) according to the requirements of the assignment tasks and the learning outcomes of the module. Below is the structure or outline with logical flows of the assignment tasks to complete your report: Introduction – Introduce the concepts of financial investment management of the report. (200 words). Content analysis – (1,600 words) Provide critical discussion on fundamental analysis of financial investment and how does fundamental analysis differ from technical analysis. (400 words). Identify two charts of technical analysis as investment strategies and critically discuss how the charts enable investors enhancing investment decision. (600 words). Critically discuss main principles portfolio management Process and Design your portfolio with appropriate allocation of financial assets. (600 words). Conclusion – it provides the summary of the analysis with the logical flow of information given in the report. It should be organised and structured ideas to obtain the synthesis of the main points of the assessment task; an exceptional summary of the evidence presented; profound position on the main points raised (200 words). Reference – it includes a comprehensive list of references from all sources including books, e-books, online sources, newspapers, journals and publications using the proper Harvard referencing system (1015 references) ************* Word count (or equivalent): 2000 This is a reflection of the effort required for the assessment. Word counts will normally include any text, tables, calculations, figures, subtitles and citations. Reference lists and contents of appendices are excluded from the word count. Contents of appendices are not usually considered when determining your final assessment grade. Academic or technical terms explained: Version 1 Page 5 of 14 Submission Details Submission Deadline: Mid – 25 April 2024 th Estimated Feedback Return Date After the result announcement (10 working days) – July 2024 EB / Submission Time: 9:00 PM Turnitin: Any assessments submitted after the deadline will not be marked and will be recorded as a non-attempt unless you have had an extension request agreed or have approved mitigating circumstances. See the Gulf College website for more information on submission details and mitigating circumstances. File Format: The assessment must be submitted as a word document and submit through the Turnitin submission point. Your assessment should be titled with your: Student ID number, Module code and Assessment ID, e.g. 1610200 GAC3000 WRIT1 Feedback Feedback for the assessment will be provided electronically via Turnitin / MS Teams / Face to Face. Feedback will be provided with comments on your strengths and the areas which you can improve. Module tutors give students two types of assessment feedback: formative, which is given when the student is working on the completion of an assignment or coursework, and summative, which is given upon completion of the module. A comprehensive assessment feedback on your performance will be given after the announcement of the results. (10 Working Days) Assessment Criteria Learning outcomes assessed On successful completion of the module, a student should be able to: Critically evaluate the roles and origins of the global financial markets and the main theories as to how they work. Analyse the financial needs and decision making processes Critically evaluate the role and functions of fund managers. Have an appreciation of the major issues in investment today Version 1 Page 6 of 14 In addition, the assessment will test the following learning outcome: Illustrate the key aspects of Investment Management. This includes Capital Markets and their problems, Financial Investment Theories, and Alternative Investments in financial markets. Discuss the meaning of Fundamental analysis in financial investment, and apply fundamental analysis. Illustrate the Technical Analysis of investment. This includes using technical analysis of asset investment, charts analysis of investment decisions, and chart analysis with asset investment. Design an Investment Portfolio based on a given scenario. Measure the design of Investment portfolios. Marking/Assessment Criteria Topics Introduction Description Marks Allocated concepts of financial investment management of the 10 report Provide critical discussion on fundamental analysis of financial investment and how does fundamental analysis 20 differ from technical analysis Identify two charts of technical analysis as investment Content analysis strategies and critically discuss how the charts enable 30 investors enhancing investment decision Critically discuss main principles portfolio management Process and Design your portfolio with appropriate allocation 30 of financial assets A summary of the analysis with a logical flow of Conclusion 10 information is given in the report Total Version 1 100 Page 7 of 14
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