financial markets and financial institutions


This is Assignment 2

  • Individual task
  • You should prepare an executive memo and submit a document in Word format. Wordcount between 1500-2000.
  • You should submit an Excel file used to perform your calculations.


  • Cover, Table of Contents, References and Appendix are excluded of the total wordcount.
  • Font: Arial 12,5 pts.
  • Text alignment: Justified.

Submission: Week (10) – Via Moodle (Turnitin). Sunday 18th April.

Weight: This task is a 40% of your total grade for this subject.

It assesses the following learning outcomes:

  • Demonstrate a deep understanding of the role of financial markets and financial institutions
  • Understand the primary classes of mutual funds available to investors and the benefits of different investment funds
  • Understanding NAV calculations
  • Understanding the relation between risk and return


  1. Assume you are an investment advisor. Your client is unsure what are the main benefits and reasons for investing in a Mutual Fund or in an index fund with an ETFs.
    1. Explain the main differences and similarities between each other
    1. Explain what are the main advantage and disadvantage of investing in mutual funds or ETFs
    1. Explain the main difference between active and passive management
  1. What information does provide the Morningstar Style Box®?
    1. Morningstar assigns a Rating to each Mutual Fund. What are the criteria they use to assign this rating?
    1. Use the information provided above (style box and ratings) to choose 3 different mutual funds/ETFs (3 funds/ETFs per each portfolio) to prepare 3 portfolios for 3 different types of investors:
      1. Aggressive
      1. Moderate
      1. Conservative
    1. In half a page for each portfolio, explain:
      1. The rationale behind choosing the given funds/ETFs per each portfolio
      1. The criteria chosen to build each portfolio
    1. Follow up the prices for all 3 portfolios for a week. Calculate the return for each portfolio at the end of the week. Explain your results.


 Exceptional 90-100Good 80-89Fair 70-79Fail <70
Understanding (40%)Student selects all key concepts, demonstrating an excellent understanding of the reading material and task.Student selects some key concepts, demonstrating a good understanding of the reading material and task.Student selects a few key concepts, demonstrating a fair understanding of the reading material and task although some concepts might be missing.Student fails to select key concepts, demonstrating insufficient understanding of the reading material or task.
Calculation (25%)Student demonstrates excellent ability to calculate and understand all key formulas & exercises.Student demonstrates good ability to calculate and understand all key formulas & exercises.Student demonstrates fair ability to calculate and understand all key formulas & exercises.Student demonstrates insufficient ability to calculate and understand all key formulas & exercises.
Analysis (25%)Student demonstrates an excellent ability to interpret statistics and the calculation results, as well as a highly critic approachStudent demonstrates an good ability to interpret statistics and the calculation results, as well as a good critic approachStudent demonstrates an fair ability to interpret statistics and the calculation results, as well as a fair critic approachStudent demonstrates an insufficient ability to interpret statistics and the calculation results, as well as a insufficient critic approach
Communication (10%)Student communicates their ideas extremely clearly and concisely, in writing and orally.Student communicates their ideas clearly and concisely, in writing and in public.Student communicates their ideas with some clarity and concision, in writing and to some extent, in public.Student fails to communicate their ideas clearly and concisely, in writing and/ or in public.
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