Assignment
1. Form a group of a minimum of 4 students
2. Select a Financial Intermediary as described in chapter 1: for example, choose Jarier Company which is a Joint Stock Company listed in Taduwul Stock Exchange.
a. Selected institution must have an English-language website that has complete and accessible information about their organizations, services offered, and financial statements. Every group should select a different institution to get the full mark for this part of the assignment.
3. Identify the various types of funds: list a minimum of 4features that the product offers.
Compare those features and determine whether there are similarities and/or differences (Based on Chapter 4).
4. Review the various products risk and return for example Money Market Mutual fund and their financial performance (Chapter 2).
5. Group report presentation. Copy and paste relevant information from the Institutions' website to answer the assignment above and report it in the following format
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Financial Intermediary's Name
About the various products and services offered by them.
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Products offered (Minimum 3 Products):
1.
2.
So on
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Features (Minimum 4 features):
1.
2.
So on
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Research Report in Brief - Summary
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Which product has best returns and in how many year? (Chapter 4)
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Compare both the products
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Rate of return
No. of years
Type of Fund
Overall performance
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Rate of return
No. of years
Type of Fund
Overall performance
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Attach theoffer document / prospectus to the report.
6. Individual group members presentation should cover the following perspectives:
• Explain the individual's Contribution to Group report.
• Select 1portfolio(chapter 4)(each group member must choose a different portfolio)and explain the portfolio turnover. Also convince the class to invest in the portfolio by describing the advantages of the scheme.