FIN 670 Final Project Guidelines and Grading GuideOverviewT

FIN 670: Final Project Guidelines and Grading GuideOverviewThe final project for this course is thecreation of aportfolio. The projectis divided in to four milestones,which will be submitted at various points throughout the course to scaffoldlearning and ensure quality final submissions. These milestones will be submittedin Modules Two, Four, Six, and Eight andthe final paper and presentation will be submitted in Module Ten. Assume that youare the hedge fund portfolio manager and are starting a new fund.  You have received $1 million to invest in aportfolio of derivatives.  You shouldinvest at least 20% in each of options, futures, and derivatives.  No one position may comprise more than 10% ofyour portfolio.  For each derivativeinstrument included in the portfolio, assess the risk of that instrument.  In other words, identify and examine whatcould go right and wrong with this instrument. Discuss scenarios where this instrument does very well in the investmentenvironment and scenarios where this instrument will not perform well.  Discuss also the potential returns of eachinstrument: what is the potential return under optimal conditions and potentiallosses under worst case scenarios. Finally, discuss how you plan to allocate your cash in your portfolioand whether you plan to use strategies based on leverage, shorting, or reverserepurchase agreements.MainElementsMain Elements:Indexof potential derivatives instruments to include in portfolioShortdiscussion of each instrument and the potential returnsShortdiscussion of each instruments and potential lossesPerformanceof instruments This final paper should be 8-10pages long and have accompanying charts and tables.  Follow the APA requirements (i.e. no firstperson, keep it objective). Make sure you cite properly— do not riskplagiarism.  Assume that you are the hedgefund manager (one with the power to make the changes to the portfolio).  Include a 10-12 slide PowerPoint presentationthat provides an overview of your portfolio and the eventual outcome. The final paper including the drafts willaccount for 140 points of the final grade, while the presentation will bevalued at 60 points of the final grade.FormatNOTE: The purpose of submitting drafts for each milestone is to obtaincomments and feedback (formative assessment) from the instructor. You will beprovided a final, summative grade for the final paper and presentation at theend module 11, but no grade will be assigned for the milestones in therespective modules. Milestone One:Draft OneIn 2-4Final Project: Milestone No. 1: Draft One, you will submit an indexof potential derivatives instruments to include in portfolio. Milestone Two:Draft TwoIn 4-4Final Project: Milestone No. 2: Draft Two, you will submit a shortdiscussion of each instrument and the potential returns.Milestone Three: Draft ThreeIn 6-4Final Project: Milestone No. 3: Draft Three, you will submit a shortdiscussion of each instruments and potential losses.Milestone Four:Draft FourIn 8-4Final Project: Milestone No. 4: Draft Four, you will submit adraft discussing the performance of instruments during Weeks 1-8.Final Submission: Final Paper and PresentationIn 10-2Final Paper: Submit and 10-3 FinalPresentation: Submit, you will submit your final paper and presentation. Itshould be a complete, polished artifact containing all of the main elements of the final product.  It should reflect the incorporation of feedbackgained throughout the course. The Final Paper will be graded using the FinalProject Rubric, and the Final Presentation will be graded using thePresentation rubric.DeliverableMilestonesMilestoneDeliverablesModule DueGrading 1Draft One: Index of potentialderivatives instruments to include in portfolio2Not graded separately; forthe purpose of obtaining comments and feedback2Draft Two: Shortdiscussion of each instrument and the potential returns4Not graded separately; forthe purpose of obtaining comments and feedback3Draft Three: Short discussion of eachinstruments and potential losses6Not graded separately; forthe purpose of obtaining comments and feedback4Draft Four: Performanceof instruments during Weeks 1-88Not graded separately; forthe purpose of obtaining comments and feedbackFinal PaperFinal Presentation10Gradedusing the rubric belowGradedusing the Presentation rubricRubricRequirements of submission:  Written components ofprojects must follow these formatting guidelines when applicable: doublespacing, 12-point Times New Roman font, one-inch margins, and APA citations. The FinalPaper should be 8-10 pages long with accompanying charts andtables. Include a 10-12 slide PowerPoint presentation that provides an overviewof your portfolio and the eventual outcome. Instructor Feedback: Students can find their feedback in the grade book as an attachment.CriticalElementsExemplary ProficientNeedsImprovement Not EvidentPercentageMain ElementsIncludesalmost all of the main elements and requirements and cites multiple examplesto illustrate each element(23-25)Includesmost of the main elements and requirements and cites many examples toillustrate each element(20-22)Includessome of the main elements and requirements (18-19)Doesnot include any of the main elements and requirements(0-17)25Inquiry andAnalysisExploresmultiple issues through extensive collection and in-depth analysis ofevidence to make informed conclusions(18-20)Exploressome issues through collection and in-depth analysis of evidence to makeinformed conclusions (16-17)Exploresminimal issues through collection and analysis of evidence to make informedconclusions (14-15)Doesnot explore issues through collection and analysis of evidence and does notmake informed conclusions (0-13)20 Integrationand ApplicationAllof the course concepts are correctly applied (9-10)Mostof the course concepts are correctly applied (8)Someof the course concepts are correctly applied (7)Doesnot correctly apply any of the course concepts (0-6)10Critical ThinkingDemonstratescomprehensive exploration of issues and ideas before accepting or forming anopinion or conclusion (18-20)Demonstratesmoderate exploration of issues and ideas before accepting or forming anopinion or conclusion (16-17)Demonstratesminimal exploration of issues and ideas before accepting or forming anopinion or conclusion (14-15)Doesnot demonstrate exploration of issues and ideas before accepting or formingan opinion or conclusion (0-13)20Research Incorporatesmany scholarly resources effectively that reflect depth and breadth ofresearch(14-15)Incorporatessome scholarly resources effectively that reflect depth and breadth ofresearch(12-13)Incorporatesvery few scholarly resources that reflect depth and breadth of research(11)Doesnot incorporate scholarly resources that reflect depth and breadth ofresearch(0-10)15Writing(Mechanics/Citations)Noerrors related to organization, grammar and style, and citations(9-10)Minorerrors related to organization, grammar and style, and citations (8)Someerrors related to organization, grammar and style, and citations(7)Majorerrors related to organization, grammar and style, and citations  (0-6)10Earned TotalComments:100%

FIN 670 Final Project Guidelines and Grading GuideOverviewT

FIN 670: Final Project Guidelines and Grading GuideOverviewThe final project for this course is thecreation of aportfolio. The projectis divided in to four milestones,which will be submitted at various points throughout the course to scaffoldlearning and ensure quality final submissions. These milestones will be submittedin Modules Two, Four, Six, and Eight andthe final paper and presentation will be submitted in Module Ten. Assume that youare the hedge fund portfolio manager and are starting a new fund.  You have received $1 million to invest in aportfolio of derivatives.  You shouldinvest at least 20% in each of options, futures, and derivatives.  No one position may comprise more than 10% ofyour portfolio.  For each derivativeinstrument included in the portfolio, assess the risk of that instrument.  In other words, identify and examine whatcould go right and wrong with this instrument. Discuss scenarios where this instrument does very well in the investmentenvironment and scenarios where this instrument will not perform well.  Discuss also the potential returns of eachinstrument: what is the potential return under optimal conditions and potentiallosses under worst case scenarios. Finally, discuss how you plan to allocate your cash in your portfolioand whether you plan to use strategies based on leverage, shorting, or reverserepurchase agreements.MainElementsMain Elements:Indexof potential derivatives instruments to include in portfolioShortdiscussion of each instrument and the potential returnsShortdiscussion of each instruments and potential lossesPerformanceof instruments This final paper should be 8-10pages long and have accompanying charts and tables.  Follow the APA requirements (i.e. no firstperson, keep it objective). Make sure you cite properly— do not riskplagiarism.  Assume that you are the hedgefund manager (one with the power to make the changes to the portfolio).  Include a 10-12 slide PowerPoint presentationthat provides an overview of your portfolio and the eventual outcome. The final paper including the drafts willaccount for 140 points of the final grade, while the presentation will bevalued at 60 points of the final grade.FormatNOTE: The purpose of submitting drafts for each milestone is to obtaincomments and feedback (formative assessment) from the instructor. You will beprovided a final, summative grade for the final paper and presentation at theend module 11, but no grade will be assigned for the milestones in therespective modules. Milestone One:Draft OneIn 2-4Final Project: Milestone No. 1: Draft One, you will submit an indexof potential derivatives instruments to include in portfolio. Milestone Two:Draft TwoIn 4-4Final Project: Milestone No. 2: Draft Two, you will submit a shortdiscussion of each instrument and the potential returns.Milestone Three: Draft ThreeIn 6-4Final Project: Milestone No. 3: Draft Three, you will submit a shortdiscussion of each instruments and potential losses.Milestone Four:Draft FourIn 8-4Final Project: Milestone No. 4: Draft Four, you will submit adraft discussing the performance of instruments during Weeks 1-8.Final Submission: Final Paper and PresentationIn 10-2Final Paper: Submit and 10-3 FinalPresentation: Submit, you will submit your final paper and presentation. Itshould be a complete, polished artifact containing all of the main elements of the final product.  It should reflect the incorporation of feedbackgained throughout the course. The Final Paper will be graded using the FinalProject Rubric, and the Final Presentation will be graded using thePresentation rubric.DeliverableMilestonesMilestoneDeliverablesModule DueGrading 1Draft One: Index of potentialderivatives instruments to include in portfolio2Not graded separately; forthe purpose of obtaining comments and feedback2Draft Two: Shortdiscussion of each instrument and the potential returns4Not graded separately; forthe purpose of obtaining comments and feedback3Draft Three: Short discussion of eachinstruments and potential losses6Not graded separately; forthe purpose of obtaining comments and feedback4Draft Four: Performanceof instruments during Weeks 1-88Not graded separately; forthe purpose of obtaining comments and feedbackFinal PaperFinal Presentation10Gradedusing the rubric belowGradedusing the Presentation rubricRubricRequirements of submission:  Written components ofprojects must follow these formatting guidelines when applicable: doublespacing, 12-point Times New Roman font, one-inch margins, and APA citations. The FinalPaper should be 8-10 pages long with accompanying charts andtables. Include a 10-12 slide PowerPoint presentation that provides an overviewof your portfolio and the eventual outcome. Instructor Feedback: Students can find their feedback in the grade book as an attachment.CriticalElementsExemplary ProficientNeedsImprovement Not EvidentPercentageMain ElementsIncludesalmost all of the main elements and requirements and cites multiple examplesto illustrate each element(23-25)Includesmost of the main elements and requirements and cites many examples toillustrate each element(20-22)Includessome of the main elements and requirements (18-19)Doesnot include any of the main elements and requirements(0-17)25Inquiry andAnalysisExploresmultiple issues through extensive collection and in-depth analysis ofevidence to make informed conclusions(18-20)Exploressome issues through collection and in-depth analysis of evidence to makeinformed conclusions (16-17)Exploresminimal issues through collection and analysis of evidence to make informedconclusions (14-15)Doesnot explore issues through collection and analysis of evidence and does notmake informed conclusions (0-13)20 Integrationand ApplicationAllof the course concepts are correctly applied (9-10)Mostof the course concepts are correctly applied (8)Someof the course concepts are correctly applied (7)Doesnot correctly apply any of the course concepts (0-6)10Critical ThinkingDemonstratescomprehensive exploration of issues and ideas before accepting or forming anopinion or conclusion (18-20)Demonstratesmoderate exploration of issues and ideas before accepting or forming anopinion or conclusion (16-17)Demonstratesminimal exploration of issues and ideas before accepting or forming anopinion or conclusion (14-15)Doesnot demonstrate exploration of issues and ideas before accepting or formingan opinion or conclusion (0-13)20Research Incorporatesmany scholarly resources effectively that reflect depth and breadth ofresearch(14-15)Incorporatessome scholarly resources effectively that reflect depth and breadth ofresearch(12-13)Incorporatesvery few scholarly resources that reflect depth and breadth of research(11)Doesnot incorporate scholarly resources that reflect depth and breadth ofresearch(0-10)15Writing(Mechanics/Citations)Noerrors related to organization, grammar and style, and citations(9-10)Minorerrors related to organization, grammar and style, and citations (8)Someerrors related to organization, grammar and style, and citations(7)Majorerrors related to organization, grammar and style, and citations  (0-6)10Earned TotalComments:100%