Develop and apply a sophisticated understanding of how financial markets operate (including portfolio theory, managed funds, different asset classes, derivative products and international investments).

To successfully complete this assessment each student needs to prepare equity research reports for two
Australian listed firms. These two firms should be from two different industries.
Page 2 of 3
In general, equity analysts prepare equity research reports for the investors. These reports provide expert
opinion about the investment opportunities in companies analysed. These reports also provide clear ‘buy’
or ‘sell’ recommendation to the investors. The equity research reports for the individual assessment should
at least include following:
? Financial analysis-including ratio analysis to explain financial health/strength of the firms. At least
past 3 years financial history needs to be analysed.
? Description of the business and analysis of its strategic position in the industry.
? Fama French Three Factor effect on equity analysis Investment recommendations.
? The elementary discussion on ethical behaviour of professional fund managers
Please try to stick to the word limit (3000 words). Number of words is calculated excluding tables,
graphs/figures and references.

Learning Outcome Details
Unit Learning Outcome (ULO) Graduate Learning Outcome (GLO)
ULO 1: Students will need to develop and apply a sophisticated
understanding of how financial markets operate (including portfolio
theory, managed funds, different asset classes, derivative products and
international investments).
GLO1: The assignment is for
investment-specific knowledge and
capabilities which is for appropriate to
the level of study related to an
investment or profession.
ULO 2:Students will need to reflect on the ethical obligations of a
Financial Advisor.
GLO3: The assignment is for digital
literacy which is for using technologies
to find, use and disseminate
information.
ULO 3: Students will need to undertake independent research to
design a portfolio optimisation strategy and apply it by critically analysing
a range of complex finance related information to recommend
defendable investing and financing decisions.
GLO4: The assignment is for critical
thinking ability which is for evaluating
information using critical and analytical
thinking and judgment.
ULO 4:Students will need to demonstrate the ability to evaluate and
use different asset classes -cash, fixed interest, equities and property to
form and manage portfolios.
GLO6: The assignment is for selfmanagement ability which is for
working and learning independently,
and taking responsibility for personal
actions.
GLO8: The assignment is for global
citizenship which means to engage
ethically andproductively in the
managed fund context and with diverse
communities and culturesin a global
context.
Description / Requirements
To successfully complete this assessment each student needs to prepare equity research reports for two
Australian listed firms. These two firms should be from two different industries.
Page 2 of 3
In general, equity analysts prepare equity research reports for the investors. These reports provide expert
opinion about the investment opportunities in companies analysed. These reports also provide clear ‘buy’
or ‘sell’ recommendation to the investors. The equity research reports for the individual assessment should
at least include following:
 Financial analysis-including ratio analysis to explain financial health/strength of the firms. At least
past 3 years financial history needs to be analysed.
 Description of the business and analysis of its strategic position in the industry.
 Fama French Three Factor effect on equity analysis Investment recommendations.
 The elementary discussion on ethical behaviour of professional fund managers
Please try to stick to the word limit (3000 words). Number of words is calculated excluding tables,

"Looking for a Similar Assignment? Order now and Get a Discount!

"Looking for a Similar Assignment? Order now and Get a Discount!