Posted: March 21st, 2022
Ethics And Alternative Investments Assignment | Homework For You
You have been recently promoted to a senior investment analyst at QLD Titanium Equity Management (Q10), a large asset management company with A$50 million AUM located in Brisbane CBD. The company’s core investment focuses on domestic and international equity markets, however, investments in stock markets have provided lower than expected returns in the recent years.
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Q10 CEO has assigned you to investigate new opportunities to enhance company’s investment performance. Q10 would like to expand its investments focus towards alternative investments (such as real estates, commodities, hedge funds, managed futures, private equities, distressed securities and/or others) but senior management has little expertise in this area.
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The CEO has requested you to produce a professional investment analysis report for 2 alternative investments. Your analysis must include up-to-date analysis with at least 5 years of historical data.
Your report, at minimum, must outline the following:
- Purpose of the report and rationale for selecting the 2 alternative investments.
- Briefly justify any special emphases in due diligence on the selected alternative investments.
- Provide a survey of literature on the alternative investments you have selected (i.e. a literature review of completed (i) academic and/or (ii) industry research on the alternative investments).
- Review the alternative investment characteristics based on liquidity, returns, risk, skewness, kurtosis, correlation, beta, Sharpe ratio and/or other performance measures.
- Benchmark this against domestic and international equity markets.
- Provide a detailed analysis of the alternative investments merits (or otherwise).
- State the time period and data source used for the analysis.
- Advise Q10 CEO and senior management whether to invest in the alternative investments or otherwise.
Your investment analysis report should be within 3,000 words. Get >Accounting homework help
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