Suljettu

Finance portfolio management

1) Let’s talk about some issues with Mean Variance Optimization:

i) What are three weaknesses of Mean Variance Optimization?

ii) What are three solutions to fix deficiencies in Mean Variance Optimization?

2) What are the differences of Top-Down Analysis vs Bottoms-Up Analysis?

3) What are the three types of data collection errors? Please elaborate each of these problems

4) From the documentary, who was the head of Long Term Capital Management?

5) Let’s deal with some Behavioral Finance

i) What type of behavioral trap would a successful asset manager who has not experienced any losses before most likely suffer from?

ii) If an investor suffered massive losses during the 2008 Financial Crisis, what behavioral trap are they to most likely exhibit?

iii) If a company releases a warning that their actual results may miss their guidance, but an analyst does not change their models, what behavioral trap are they most likely exhibiting?

iv) If I am a KMT party voter in Taiwan, and only listen to publications that support the KMT party, what type of behavioral trap am I stuck in?

v) If I am a Spontaneous Investor and like to chase the trends, what type of behavior am I exhibiting?

6) Using Bloomberg’s EQS function, find me the top 10 companies with the following properties:

• Listed on US Exchanges

• Consumer Discretionary Sector

• Market Capitalizations greater than or equal to USD 3 billion dollars

• P/E Ratios of less than 11x

Provide a screen grab in the word document and attach your excel output :

Taidot: Excel, Rahoitus, Sijoitusanalyysi, Talousmarkkinat

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Tietoa työnantajasta:
( 12 arvostelua ) oregon city, United States

Projektin tunnus: #15416661

30 freelanceria on tarjonnut keskimäärin 151 $ tähän työhön

samin59

Let me introduce myself to you as a potentially qualified Accountant with strong experience in Accounting, Audit, Finance, economics and business related subjects. Relevant Skills and Experience Accounting, Audit, Fin Lisää

250 $ USD 5 päivässä
(155 arvostelua)
6.7
155 $ USD 3 päivässä
(53 arvostelua)
5.8
hilaloo86

I am confident I can help you with your portfolio management project. I hold a Master in Finance from the U of Texas and Bachelor in BA. I've worked for investment banks and consulting firms. Relevant Skills and Expe Lisää

171 $ USD 3 päivässä
(37 arvostelua)
5.8
venkatesh1312

Hi I'm Venkat. I'm an MBA finance graduate and I have been working as a business report writer for over 2+ years. I have a good reputation as a writer and as an analyst. Relevant Skills and Experience I'm looking forw Lisää

120 $ USD 3 päivässä
(38 arvostelua)
5.7
75 $ USD 1 päivässä
(81 arvostelua)
5.7
asadkhan3533

Please review my profile as i have relevant skills and experience in this field Relevant Skills and Experience Excel, Finance, Financial Analysis, Financial Markets Proposed Milestones $155 USD - Excel, Finance, Fina Lisää

155 $ USD 5 päivässä
(32 arvostelua)
4.9
100 $ USD 3 päivässä
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4.7
155 $ USD 3 päivässä
(13 arvostelua)
4.5
cyash61

Hello there, I am a financial analyst with over 6 years of experience working with 2 major consulting firms. I have done 3 projects on portfolio optimization involving above technique in past 8 weeks Relevant Skills Lisää

300 $ USD 6 päivässä
(5 arvostelua)
4.0
ricklaurence

A proposal has not yet been provided

200 $ USD 7 päivässä
(22 arvostelua)
3.7
TheLKteam

Hi, I've been developing financial models for several years and would like to work on your project. I'm looking forward to hearing from you.

200 $ USD 7 päivässä
(5 arvostelua)
3.6
155 $ USD 3 päivässä
(9 arvostelua)
3.7
Hemal1234

Hi, I have gone through your job details. Do you have access to Bloomberg? I am experienced financial analyst with more than 8 yrs of work exp in financial modeling, data and financial analysis. Relevant Skills and E Lisää

155 $ USD 5 päivässä
(4 arvostelua)
2.2
ITIRITHIA92

Hi,you need finance portfolio manager,Have done a similar work in the past and i feel if am awarded i will do a good work,my work is based on quality and timely research contact me,Thank You Relevant Skills and Exper Lisää

55 $ USD 1 päivässä
(2 arvostelua)
2.0
rajdeep77

Hi, I am a MBA in finance and will deliver your work for $100 in 3 days. Kindly accept my bid. Relevant Skills and Experience MBA in finance with 5+ years of experience in business consulting Proposed Milestones $100 Lisää

100 $ USD 3 päivässä
(1 arvostelu)
1.2
Zarinaali

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155 $ USD 3 päivässä
(1 arvostelu)
2.6
nidhi1509

Hi, I am a CFA with over 5 years of experience. I can surely help you with the project, I have sufficient knowledge of finance concepts like MVO, as well as behavioral finance. Relevant Skills and Experience Behaviora Lisää

110 $ USD 2 päivässä
(0 arvostelua)
0.0
50 $ USD 1 päivässä
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0.0
jamalagouram

Thesis in finance Relevant Skills and Experience Sérieux et méthodique

155 $ USD 3 päivässä
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0.0
Avishekaa

Have access to Bloomberg and well -versed with it. Moreover, I am an expert on the subject knowledge.

55 $ USD 2 päivässä
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0.0