Part One: The CAPM
Olter, Inc. is starting its risk management program for the company and has asked for your help in determining critical risk measurements for the firm. The company has identified several factors in the market that they believe are critical for your tasks:
Required:
Deliverable:
By Tuesday, August 15, 2017, submit the completed assignment to the W5: Assignment 2 Dropbox. Use a Microsoft Excel spreadsheet that illustrates your calculations. You may use the formulas embedded in Microsoft Excel and/or a financial calculator for these calculations.
Part Two: Final Project 4: Portfolio Return and Risk; Report and Presentation
Part A: Portfolio Return and Risk
Required:
Select four stocks from finance.yahoo.com, google.finance.com, or moneycentral.msn.com. One should be a clothing manufacturer, one should be a retailer, one should be an automobile manufacturer, and one should be a restaurant or food producer.
Deliverable:
By Tuesday, August 15, 2017, submit the completed assignment to the W5: Assignment 2 Dropbox. Use a Microsoft Excel spreadsheet that illustrates your calculations. You may use the formulas embedded in Microsoft Excel and/or a financial calculator for these calculations.
.
Part B: Report and Presentation
Required:
Combine all the research and data you have completed for the Final Project assignments from Weeks 2–4, along with your results from this week:
Analyze and present your findings in a comprehensive final report.
Deliverables:
Assignment 2 Grading Criteria |
Maximum Points |
Correctly answered the questions in Part One of this assignment. |
50 |
Researched available resources and identified the necessary resources for the assignment. |
40 |
Correctly calculated the return for the portfolio. | |
Effectively combined all research and data and completed a formal analysis and presented those findings in an effective final paper. |
50 |
Prepared a PowerPoint presentation with the findings for the four-week project and participated in the discussions. |
40 |
Wrote in a clear, concise, and organized manner; demonstrated ethical scholarship in accurate representation and attribution of sources; displayed accurate spelling, grammar, and punctuation. |
30 |
Total: |
250 |