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project Management

ISOM341 – Project Management

Fall, 2020

As part of the requirement for this class, you are required to complete a group project.  The project integrates all the different class topics together. All the instructions for the project will come from the book.

The first step is to pick a project.  Your team has been assigned to develop a new product or service for your organization.  You need to decide to want you wish to develop.  There are many options from IT, construction, or new product development.

Our group has 4 people and the Project plan is for a home delivery service for Medical and Recreational marijuana in the state of Massachusetts.

There are six deliverables.  Below outlines each and the deliverable that will be required for them:

  • Chapter 2 Building your Project Plan
    • This will be a Word document that outlines the following:
      • Background of the organization
      • Overview of the project
      • Objectives
      • General Approach
      • Constraints
  • Chapter 5Breakdown Structure
    • There are two deliverables here:
      • Develop a Responsibility Assignment Matrix and a project breakdown structure in Excel
      • For the breakdown structure;
        • You should have at least five deliverables but no more than eight.
        • See the example on page 199 of the book
        • You will eventually need to turn this in MS Project as stated in Chapter 10
      • For your Responsibility Assignment Matrix:
        • You need to have at least 5 resources but not more than 10.
        • Everyone should have a role
  • Chapter 7 Project Risk Assessment
    • The deliverable for this could be done in either Word or Excel.  You need to create a risk mitigation strategy.  It needs to contain:
      • The risks you have identified.  You need to have at least four
      • Each risk needs to have a ranking.  Either High, Moderate or Low
      • Each risk will need to have a mitigation Strategy
  • Chapter 8 Developing cost Estimates and Budget
    • This deliverable should be done in Excel
    • The only deliverable is the Time phased Budget
  • Chapter 10 Developing the Project Schedule
    • The assignment in the chapter is asking for you to create a diagram.  You do not have to do that.  Only the project breakdown structure.  This will need to be done in MS Projects.  We will use some class time to show how to use it.  The training for this will be done using LinkedIn learning.
    • You will take your Work breakdown structure from Chapter Five and use that with your resources.
  • Chapter 12 Managing your Project’s Resource
    • You will not have to do this part of the project

There will be two checkpoints on the project.  The first one on October 15th and the second one will be on November 11th.  The topic for you group project will be due on October 1st. Please email me what you plan on doing.  

The following outlines the requirements for each checkpoint.  All documents needed to be loaded by 11:59PM the day below.  Any late submissions will result in a 10% penalty for that deliverable

For checkpoint one, this is what I expect to see(due Wed 10/28 at 11:59PM)

  • A draft for each of the components listed under chapter 2.
  • A draft list of your work breakdown structure
  • A draft of your responsible assignment matrix

For checkpoint two, this is what I expect to see:  (due Wed 12/2 at 11:59PM)

  • A completed Word document with the components listed in Chapter two
  • A complete WBS and Responsibility Assignment Matrix in Excel listed in Chapter Five
  • A draft of your risk assessment
  • A draft of your budget.

After each checkpoint, it is expected that you are to take the feedback and improve on your document

There will be a presentation at the end of the semester.  Everyone must participate in the presentation.  The presentation should be in the format as if you are presenting to get approval for your project.  The presentation must be at least 10 minutes long and no longer than 20 minutes long.  There is no need to complete a PowerPoint for the presentation.  However, you can if you want an outline of what you are going to present. The deliverables from above will be reviewed. 

The grade breakdown of the project is as follows and is based on 200 points:

ItemDescriptionPoints
6 Deliverables as stated aboveEach deliverable is complete, created in a professional manner. Each deliverable is worth 25 points
PresentationProfessional, Organized and meets time requirements40 points

All assignments must be posted to Blackboard.  There will be a place for each deliverable. There will be a peer review where you will evaluate your team mates to ensure everyone is doing their part.  If it is found you did not do your part of the project, your grade will be impacted.  Failure to complete the peer evaluation, will result in a 10 point deduction.

If at any time during the semester you want to send to me for feedback, please feel free.

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Abortion

DUE DATE

Papers are due Saturday, November 7th, at 11:00 p.m. The D2L Brightspace Assignments box will remain open beyond this date to accept late papers. Late papers will be penalized one full grade per day late. Format your paper properly and do not wait until the last minute to submit!

FORMAT

  • Submit MS Word, plain text, open text, or rich text documents only (no pdfs) in the D2L Drop Box. I need the documents in one of these formats so that I can write on them with my tablet PC. Late papers will be assessed a penalty of one letter grade per day.
  • Three to five (3-6) pages in length (double-spaced, 12 pt. font, standard margins) excluding title page, abstract (if required by your chosen style). Use common sense if you go over/under this range.
  • Save documents as follows: FIRST NAME – LAST NAME – PAPER 2
  • Papers should conform to either APA or MLA style parameters (choose one, be consistent). See Purdue OWL website for help.

GOALS

  • Using clear reasoning, persuade the reader to adopt your moral position
  • Show thorough understanding of the assigned, philosophical material
  • Apply abstract ethical concepts and principles to concrete moral situations
  • Read the rubric and writing guidance I’ve posted under D2L Brightspace content

THE FOUR C’s

  • Be comprehensive – discuss all key concepts of the theory or argument and how they are applied to the ethical situation at hand – show understanding.
  • Be clear – define important terms, give reasons for your positions (ask yourself, “Have I answered, ‘why’?”), use ordinary language, break down arguments into small bites, give examples, etc. Understand the material before writing a single word.
  • Be concise – say your piece as briefly as possible.
  • Be consistent – do not skip between theories; take a position and stick with it.

Your paper should analyze the issue and apply your chosen moral theory to the dilemma. Show mastery of the assigned material. Do not just repeat or paraphrase. Read carefully, close the text, then explain and clarify in your own words. Assume no knowledge of your reader.

  1. Articulate the problem and assess why it is relevant or what it is trying to solve. 
    1. Follow a logical path as you resolve the moral issue (your reader should easily be able to outline your argument). 
    1. Work through every step of the argument on your own, drawing on and referencing the materials we’ve used in class to support your case.
    1. Explain the main concepts and principles and how they relate to the issue.
    1. Cite quotations where appropriate, remembering that examples and quotations do not explain themselves. 
    1. Include one, brief counter-argument (a serious criticism with reasons against your position, replying in a way that fairly dismisses the concern). 

Argumentative Paper Structure

  1. Thesis: set up the structure of your argument
    1. A good argumentative thesis will accomplish three main goals:
      1. It establishes the issue at hand
      1. It takes a clear, unambiguous position
      1. It previews the line of reasoning, concepts and principles that you will use to persuade the reader of your conclusion
  1. Body: the length of this section of your paper will depend on how you argue. It will flow logically from one point to the next. Philosophical theories, principles, or concepts should be carefully integrated and well applied. Reasons given in support of your thesis should be well explained and justified. Any key terms, concepts or principles should be defined and properly used. Generally speaking, each supporting reason is its own paragraph. 
    1. Reason 1 (supporting main position)
      1. Support for reason 1
      1. Additional support, as needed…
    1. Reason 2 (supporting main position) 1. Support for reason 2
      1. Additional support…
      1. Repeat as needed
  1. Counter-Argument: a strong criticism of your argument
    1. A counter-argument shows that you can objectively assess your own reasons, charitably interpret an opposing position, and reply in advance to likely criticisms. A good counter-argument should contain: 
      1. A clear counter-position (this will challenge an existing reason in your argument or raise an omitted one to which you need to respond)
      1. Its own reasons (supporting the counter-position)
      1. Additional support as needed
      1. Be charitable and fair
  1. Reply to Counter-Argument: a strong response defending your thesis.
    1. Explain why the reasoning in the counter-argument fails to dissuade
    1. Do not simply restate your position or previously given reasons
    1. Support your reply as much as necessary for your defense
  • Conclusion: wrap it up
    • Briefly summarize your argument and remind your reader of your conclusion.
Persuasive Writing Rubric
DescriptionBeginningImprovingAdvancedExcellent
How well does the paper convey the writer’s thoughts? Can points be further elaborated upon, explained or expressed in another way? Could examples or illustrations be used to better express the thought? Do grammatical issues affect its professional appearance or interfere with its readability? Paper does not convey thoughts clearly. Elaboration and/or illustration absent. Many grammatical issues may hamper clarity.Paper conveys thoughts with some clarity. Elaboration and/or illustration is weak. Some grammatical issues may hamper clarity.Paper conveys thoughts clearly. Elaboration and/or illustration is helpful. Few if any grammatical issues.Paper conveys thoughts very clearly. Elaboration and/or illustration is insightful. No grammatical issues.
Does the paper show understanding of the course material? Are the positions accurate? Are authors accurately explained? Are quotes in context? Are central principles and concepts defined and used correctly? Does the paper show original thoughts in applying the material to the topic?Paper does not show understanding of the course material. Incorrect positions, inadequate explanations and misused quotations may exist. Omits central concepts and principles. No application of theory or original thoughts on the material.Paper shows some understanding of the course material. Few incorrect positions, inadequate explanations and misused quotations exist. Mentions central concepts and principles but may need further explanation. Shows limited original thought on the material.Paper shows understanding of the course material. No incorrect positions. Explanations are adequate, and quotations properly used. Uses and explains most central concepts and principles. Applies theory well. Shows original thought on the material.Paper shows deep understanding of the course material. No incorrect positions. Explanations are excellent, and quotations properly used. Uses and explains central concepts and principles. Extremely well applied theory. Shows much original thought on the material.
How well does the paper persuade? Is the thesis paragraph clear and concise? Does the structure of the argument help or hinder its acceptance? Are all assumptions and opinions justified? Are its premises rational and logically supporting its conclusion?Paper is not persuasive. Thesis is omitted or difficult to find. Structure hinders the reasoning. Opinions or assumptions are unjustified. Either lacks premises or premises do not logically support the conclusion.Paper is less than persuasive. Thesis is unclear or buried. Structure may hinder the reasoning. May contain unjustified opinions or assumptions. Premises loosely support the conclusion.Paper is persuasive. Thesis is clear but could be refined. Structure aids in conveying the reasoning. Opinions or assumptions are justified. Premises support the conclusion.Paper is very persuasive. Thesis is clear and concise. Structure conveys the reasoning well. Opinions or assumptions are well justified. Premises directly support the conclusion.
How fairly does the paper present the material? Are biases kept in check? Does the paper consider contrary views and/or counterarguments (with their own reasons)? Are opposing arguments treated fairly and given charitable readings?Paper is unfair and biased. Does not consider contrary views or/counter-arguments.Paper is somewhat unfair and biased. Contrary views are unfairly considered, and counter-arguments are misrepresented or lacking in reasoning.Paper is fair and unbiased. Contrary views are considered, and counter-arguments are fairly represented with reasons.Paper is extremely fair and unbiased. Contrary views are considered, and counter-arguments are well-reasoned, strong and fair.
How professional is the end product? Is it properly formatted? Are all requirements met and all directions carefully followed? Is it submitted on time? Paper is unprofessional. Includes glaring formatting errors. Omits many, requirements. Directions are not followed. May be submitted late.Paper is less than professional. Includes some formatting errors. Omits some requirements. Some directions are not followed.Paper is professional. Few, if any, formatting errors. Few, if any, omitted requirements. Directions are generally followed.Paper is very professional. No formatting errors. All requirements met. Directions are carefully followed.

PAPER #2 TOPICS

TOPIC #2: Selective Abortion of Down Syndrome Fetus Read this Mayo Clinic article on diagnosis and treatment options for D.S. pregnancies.

Ten (10) weeks into her pregnancy, Mary’s fetus is diagnosed with Down Syndrome. She and her late husband (who died two weeks ago) had tried to become pregnant for years before finally conceiving. She wants an abortion. 

Is it morally permissible to abort a fetus because she has Down Syndrome? Why? Why not?

Regardless of the position you take, you must justify it by reference to Judith

Jarvis Thomson and either Pope John Paul II, Mary Anne Warren, or Susan Sherwin. Rather than simply quoting or restating the philosopher, explain and defend the chosen argument in your own words, apply it to the case study above, and connect it logically to the moral theories, principles, and concepts we’ve read and discussed in class, paying especially close attention to those used by individual philosophers. Write as if persuading a non-expert (e.g. define, explain, clarify). Show understanding of the complex moral issue, (possible) conflicting duties, and how you reconcile them. See rubric for help.

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Language and power: An Introduction to Discourse Analysis

Before starting the paper review the following: Why Do News Values Matter? Towards a New
Methodological Framework for Analyzing News Discourse in Critical Discourse Analysis and
Beyond, Language of Politics Noam Chomsky https://www.youtube.com/watch?v=6yueij8jo9Q&feature=youtu.be (Links to an external site.),
and Professor Lakoff, Metaphors We Live By https://www.youtube.com/watch?v=7_cexWKE7sE&feature=youtu.be (Links to an external site.). You may also want to review some the resources that have been attach.
You would complete a research project that involves collecting and analyzing samples of political or gendered discourse. Your first step in completing this Paper will be to choose a public speech, news story, or opinion article on a trending topic of interest to you. It is recommended that you spend some time reviewing the discourse sample you have chosen. Consider the theories of discourse analysis studied so far in this course and how they might be applied to the discourse to better understand the author’s intention, the work’s meaning, and possible interpretations by readers.
This paper need to include a formal outline for this. The outline will include a tentative theory statement that asserts how language is used to convey a particular social message or agenda. Paper Outline need to include:
• Propose a tentative theory that states how language is used persuasively, offensively, effectively, or
ineffectively in the discourse sample to convey a particular social message or agenda.
• Identify at least four theories of discourse analysis outlined in your course textbook and other required
resources that you will use to analyze the discourse.
• Outline at least five topic sentences that support the theory
or Include at least two subtopics that elaborate on each topic sentence.

Here is a template that you should follow when outlining your draft. You can find a more detailed example of Outlining if you choose.
• Introduction
o Theory: Indicate your topic, your main point about that topic, and the points of discussion for that topic.
• Body Paragraph 1: Topic sentence goes here. or Supporting evidence: A paraphrase or quote from one of your sources goes here, along with an in-text citation.
 Explanation of the meaning of the supporting evidence.
 So what? A direct statement on how the supporting evidence does in fact support the claim made in
the topic sentence, or Body Paragraph 2: Topic sentence goes here.
 Supporting evidence
 Explanation
 So what?
 Body Paragraph 3: Topic sentence goes here.
 Supporting evidence
 Explanation
 So what?
 Conclusion:
 Rephrased Theory Statement: Rephrase your theory.
 Strong Closing: Close your paper with the significance of this discussion. Why is this
discussion important?

After finishing the outline that would be include here you would start with the paper. Instruction as follow.
The Final Paper
• Must be three to four double-spaced pages in length (not including title and references pages) and
formatted according to APA style .
• Must utilize academic voice.
• Must include an introduction. Your introduction paragraph needs to end with a clear theory statement that indicates the purpose of your paper.
• Must include a separate references page that is formatted according to APA style.
Remember to include a reference for the discourse sample you choose.
(Please note that, while outside sources are not required for this assignment, three credible sources outside of the course textbook will be required.
Analysis of Political or Gendered Discourse
You will complete a research project that involves collecting and analyzing samples of political or gendered language use. You will consider how discourse influences and is influenced by
contemporary institutions or ideologies, and how it shapes ideologies of power, control, injustice, inequality, social change, and emancipation. In addition, you will create a discourse of your own that responds to the topic discussed in your chosen samples. (Please note, there are two parts to this assignment.)
To begin, choose a public speech, news story, or opinion article on a trending topic of interest to you. It is recommended that you spend some time reviewing the discourse sample you have chosen. Consider the theories of discourse analysis studied so far in this course and how they might be applied to the discourse to better understand the author’s intention, the work’s meaning, and possible interpretations by readers.
For Part 1 of your Final Paper,
• Analyze your chosen discourse using four concepts or theories of discourse analysis outlined (i.e. use of lexical grammar, Grice’s maxims, intertextuality, etc.).
• Assess how language is used persuasively, offensively, effectively, or ineffectively to convey a particular
social message or agenda.
• Locate two other discourse samples about the same topic.
o These can be excerpts in the same genre, or you may draw from other genres (such as blogs, social
media posts, Tweets, video clips, multi-media excerpts, etc.).
• Compare the arguments and language used in the additional excerpts to your chosen text, drawing upon
concepts and theories of discourse analysis outlined in the course.
• Assess how the three discourse samples shape and are shaped by ideologies of power, control, injustice,
inequality, social change, and emancipation.
Remember to incorporate three credible sources (in addition to the course textbook and the three discourse
samples) into your discussion. It is recommended that you find sources through the Ashford University Library;
you may also use the articles listed under the Recommended Resources in each week of the course.

For Part 2 of your Final Paper,:
• Create a blog post (of approximately 250 words), a Facebook post (approximately 250 words), a series of Tweets (250 words total), or an Infographic that responds to the topic discussed in your chosen text.
or You may choose to agree with the views expressed in your chosen text, disagree with them, or merely
address the issue in a new way.
• Assess the effectiveness of your discourse, referring to at least two concepts or theories.
• Evaluate how your discourse responds to the existing discourse(s) of contemporary institutions and
ideologies.
• Must utilize academic voice
• Must include an introduction and conclusion paragraph. Your introduction paragraph needs to end with a clear idea statement that indicates the purpose of your paper.
• Must use at least three credible sources in addition to the course text (and in addition to the required
discourse samples).
• Must document any information used from sources in APA style.
• Must include a separate references page that is formattiqued according to APA

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financial economics

ECMT2130: Semester 2, 2020 assignment


University of Sydney
Instructions
• This assignment accounts for 15% of your final result for the course. It will be
marked out of a maximum total of 45 points.
• This is an individual assignment. You are not allowed to copy a classmate’s assignment (or to borrow the bulk of the material from a classmate’s assignment). You are
required to perform the full assignment on your own and hand in independently.
• This assignment is due by 5pm on Friday November 6, 2020. Upload your assignment through Canvas.
• Upload a single compressed (ZIP format) file containing your R scripts, your data,
and your report (as a PDF document).
• When decompressed (unzipped) all documents should be in the one folder. The
PDF report, and the scripts must all include your student ID.
• The file name for the single compressed file must also include your student ID. The
single compressed file that you upload to the Canvas assignment must have a “.zip”
file extension.
• Be concise in your report (limit it to 1,500 words). Use tables and graphs where
appropriate.
• The assignment involves preparing a report for a hypothetical “client” that is a large
financial institution with the ability to borrow and lend at or very near to interbank interest rates. If you have questions to put to the “client”, raise them on the
Assignment topic of the Ed discussion forum. For fairness, questions for the “client”
will not be answered in any other forum (tutorials/consultation hours/emails etc.).
1
Background
You have been asked to assess an equity trading algorithm. Your client has dismissed the
quant. responsible for designing the algorithm because the documentation was inadequate. The client now wants to determine whether they should, adopt, modify and then
adopt, or write-off the cost of developing the trading algorithm.
The trading algorithm has been implemented in a set of R scripts. You will need to be
able to run these (and modify them in places) to gather the information required for
your report. The scripts are documented in more detail below.
Each month, the algorithm rebalances the weights on a selection of Australian equities
to form a fully-invested portfolio.
Your report must assess:

  1. the suitability of the input data; [15/45 points]
  2. the trading algorithm itself; and [10/45 points]
  3. the performance evaluation of the trading algorithm when used to manage a portfolio with an initial value of $10,000,000. [10/45 points]
    The report should also suggest ways in which the algorithm could be improved if it is
    adopted and reasons for not using it if the recommendation is to not use the trading
    algorithm. [5/45 points]
    Conclude your report with a recommendation for your client about how to proceed with
    the trading algorithm. [5/45 points]
    In evaluating the input data:
    • State the stocks that the trading algorithm is allowed to invest in.
    • Identify any flaws in or problems with the data sourced from Yahoo Finance and
    the Reserve Bank of Australia.
    • Describe the properties of the data (using graphs where appropriate) and their
    implications for the trading algorithm. In your analysis of the data:
  4. Rank the individual stocks by their average monthly excess returns over the
    risk free rate.
  5. Rank the individual stocks by their monthly excess return standard deviations.
  6. Rank the individual stocks by their Sharpe ratios.
  7. Examine the correlations between the excess returns on the stocks.
  8. Assess the appropriateness of assuming that excess returns are normally distributed.
    2
  9. Address the stability over time of the distribution of excess returns.
    • Identify any extreme outliers and assess whether they have been suitably handled
    in the data preparation process.
    • Assess the adequacy of the way in which monthly returns have been computed.
    • Assess the adequacy of the way in which missing values have been handled.
    In evaluating the trading algorithm:
    • Describe the features of the trading algorithm and their impact on the portfolio
    weights.
    • Indicate any features of the trading algorithm or its development process that are
    likely to compromise the informativeness of its performance assessment.
    In evaluating the performance assessment for the trading algorithm:
    • State how likely it is that the predicted profitability of the trading algorithm will
    be informative about performance into the future and explain your view.
    • Include in you report, a 1-month-ahead 99th percentile Value-at-Risk measure computed for the portfolio that would be held at the end of the available data if the
    trading algorithm were to be adopted for an initial investment of $10,000,000.
    Explain and justify your decisions when deciding how to compute the VaR.
    If you suggest improvements to the algorithm, describe and motivate the recommended
    changes in your report.
    3
    1 Raw data used by the trading algorithm
    The stocks that are included in the portfolio managed by the trading algorithm are based
    upon your student ID.
    For all students, all 9 stocks from Table 1 are included in the set of assets that can be
    included in the portfolio by the trading algorithm.
    Table 1: companies in common
    Yahoo Finance Code Company
    CBA.AX Commonwealth Bank
    CSL.AX CSL Limited
    BHP.AX BHP Group Limited
    WBC.AX Westpac Banking Corp
    NAB.AX National Aust. Bank
    ANZ.AX ANZ Banking Group Limited
    WOW.AX Woolworths Group Limited
    TLS.AX Telstra Corporation
    WES.AX Wesfarmers Limited
    Also include between one and three additional stocks from table 2. The last three digits
    of your SID number determine which stocks from table 2 are investment options for the
    trading algorithm that you are to review.
    Table 2: individual-specific companies
    SID digit Yahoo Finance Code Company
    0 MQG.AX Macquarie Group Limited
    1 RIO.AX RIO Tinto Limited
    2 WPL.AX Woodside Petroleum
    3 NCM.AX Newcrest Mining
    4 QAN.AX Qantas Airline
    5 ALL.AX Aristocrat Leisure
    6 IAG.AX Insurance Australia
    7 STO.AX Santos Limited
    8 HVN.AX Harvey Norman Retailer
    9 SUN.AX Suncorp Group Limited
    For example, if you SID is 47033566, the trading algorithm would also be able to include
    Aristocrat Leisure (ALL.AX) because the third last digit is 5. The trading algorithm would
    also be able to include Insurance Australia (IAG.AX) because both the second last and last
    digits are 6.
    All of the stock data is available from Yahoo Finance. For each stock, you can download
    a CSV file that will include columns for the open, high, low, close and “adj. close”. The
    4
    data that is used for equity return calculation is the “adj. close” data, which is adjusted
    so that the returns are not impacted by dividends, stock splits and other discretionary
    activities of the company.
    The trading algorithm uses the 30-day bank bill swap rate as the risk-free rate. This
    “risk-free” rate has been sourced from the Reserve Bank of Australia’s historical data
    publication using the older 30-day bank bill rates from 1976 to 2010 and combining
    it with the more recent data from the RBA’s interest rate tables, specifically the rates
    from 2011 onwards. The data for the 30-day bank bill rate, “FIRMMBAB30D”, has been
    retained from these sources in the spreadsheet “30dayBBSW.xlsx”.
    The retrieval of the latest data from Yahoo is done for you by the R script “Get Raw
    Data.R” so only download the CSV files if you want to validate the raw data gathering
    process. You just need to update it to reflect the list of stocks that can be included in
    the portfolio (based on your SID) by the trading algorithm. The same script also loads
    the risk free rate data from the Excel spreadsheet and combines it into an extended time
    series with the adjusted stock prices.
    2 Transaction costs
    The trading algorithm assumes a transaction cost associated with trading risky assets.
    Specifically, when purchases or sales of a dollar amount of a risky asset will incur a
    transaction cost of 0.1% of the value of the amount purchased or sold. This has been
    taken into account in the design of the trading algorithm and its performance assessment.
    3 Explanation of R scripts
    Before he departed, the quant. who designed the trading algorithm said that the code
    for the algorithm is “self-documenting”. It has been implemented in 6 separate R scripts
    that are to be run in a specific order.
  10. “Get Raw Data.R”, downloads the latest data from Yahoo and merges it with data
    from the RBA before saving it as an R dataset to a file in the same directory as the
    script itself. This script also saves the close price data in a second R data file, for
    use in trading algorithm performance analysis.
  11. “Prepare Data.R”, computes monthly returns on the equity data and saves the data
    to two files, one containing all the data and one containing only the training data
    set.
  12. “Trading Algorithm Using Training Data.R”, uses the trading algorithm to produce
    monthly updates to portfolio weights for the risk-free asset and the risky stocks
    using the training data set.
    5
  13. “Calculate Profits Over Training Data.R”, computes the portfolio value and the earnings from each asset for every month of portfolio rebalances based on the training
    data set.
  14. “Trading Algorithm Using Heldback Data.R”, uses the trading algorithm to produce
    monthly updates to portfolio weights for the risk-free asset and the risky stocks
    using the held-back data set.
  15. “Calculate Profits Over Heldback Data.R”, computes the portfolio value and the
    earnings from each asset for every month of portfolio rebalances based on the heldback data set.
    The scripts, along with the spreadsheet containing the RBA interest rates data have been
    made available to you in a compressed ZIP archive file that contains the relevant files in
    a folder. Extract the ZIP archive. Using R Studio, open the file:
    “Assignment R.Rproj”
    This will provide you with access to all the scripts and data in the one folder.
    Before leaving his employer, the quant. described the trading algorithm, saying that it
    was developed by o ptimising performance over the training data set and then evaluating
    it using the held-back data, from the end of the training data set to the end of 2019. It
    was based upon Markowitz-style portfolio optimisation, doing monthly updates of the
    tangency portfolio, computing the capital allocation line, and then targeting a specific
    expected return along that capital allocation line.
    To mitigate risk, the algorithm then overrides the weight on the risk-free asset, if necessary, capping it at -50%. This risk mitigation step ensured that the investor never
    borrowed more than 50% of the amount invested in risky assets.
    Transaction costs were too small to factor into the portfolio optimisation process. Instead
    they were accounted for by adjusting the weight on the risk-free asset, to reflect the costs
    of the transactions necessary to rebalance the investments in the risky assets.
    6
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Criminal Law

“The current principles-based regulatory system is ill-suited to online technologies in financial services, because it assumes a level of technological understanding which neither the regulators nor the management of firms are likely to possess.”

Explain how far you agree or disagree with this statement.

Kindly read all the materials before attempting this essay. Oscola referencing required, footnotes and all materials duly referenced. IRAC approach to question recommended. Ensuiqure the core question is addressed.

“The current principles-based regulatory system is ill-suited to online technologies in financial services, because it assumes a level of technological understanding which neither the regulators nor the management of firms are likely to possess.”

Explain how far you agree or disagree with this statement.

Kindly read all the materials before attempting this essay. Oscola referencing required, footnotes and all materials duly referenced. IRAC approach to question recommended. Ensuiqure the core question is addressed.

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Data Mining / Analysis / Interpretation

FIN 4113 Investments and Derivatives Group Project

This is a Group Project – to be completed by between 2 – 3 Group Members (Not More). The Group Project is divided into two (2) Sections: A and B, with the following weighted marks:

  1. Group Project Report: Data Mining / Analysis / Interpretation [Yahoo Finance Platform]

[80 Marks]

  • Individual Component: [Bloomberg Markets Certificates Platform]

[20 Marks]

[TOTAL: 100 Marks]

These two components must be submitted at the same time as part of the Group Project Assessment.

Section A: Yahoo Finance / Down Jones Index / S&P 500 / FTSE- 100: Data Mining / Analysis / Interpretation

Instructions

In doing this assignment, you are encouraged to refer to the texts, the reading material in Blackboard and any other material that may assist you in understanding what you are doing in this project. You are expected to make this assignment an opportunity to develop you spreadsheet computational skills. Make use of Excel or any other computer spreadsheet of your choice to do your calculations and graphs.

Assignments must be typed and neatly presented in a professional report format. The results or summaries of your calculation and your comments must be shown in the body of the report. Make sure the formulas or methods used for your computations are clearly shown and explained. The data collected and details of calculations can be shown as appendices to the report. Make your report look professional and reader friendly (Neatness and style of presentation). The length of the report should not exceed 3,000 words (Excluding the appendix). Use 12 point font size and standard margins.

  1. Ensure that you give adequate cross references to the sources from which you have gathered data or information in compiling your report.

Note in assessing your marks on this assignment the following criteria will be used:

  • Clearly identify issues in business case.
  • Apply appropriate practices, principles, theories and computation accuracy to resolve complex issues in business case.
  • Relevance and accuracy of analysis and results interpretation.
  • Application of other perspective and identify limitation of result analysis.
  • Conclusions are comprehensive, significant and well supported. Clearpresentation, neatness and well-organised.

Assignment 1

Pick three stocks of your choice (Select stocks listed in the USA or UK Stock Exchange), from different industry groups. Go to the recommended websites or any other website that offers historical stock price data or to published information sources such as Yahoo Finance

(https://finance.yahoo.com/quote/%5EDJI/components?p=%5EDJI).

Extract every day’s closing share prices within the time period July 1st 2019 to June 30th, 2020. Also extract the values of the stock market index, (represented by Dow Jones Industrial Average Index or FTSE-100 Index ), on a daily basis over the same time period.

Required

Part 1

  • The rate of return in each day for each stock and for the stock market index for the sample period. Calculate the discrete rate of return. Calculate the arithmetic mean return and the geometric mean return of each stock for the entire period. Use only the discrete returns for your calculations and for the calculations in the questions that follow.

(10 Marks)

  • The variance of returns for each stock and the index and the covariances of returns between each pair of stocks, the covariance between each stock and the stock market index, and the corresponding correlation coefficients.                                                                                                     

(5 Marks)

  • Compare your results in (a) and (b) for each stock and the stock market index and comment on the risk return characteristics and performance of each of your stocks and the index. Illustrate with tables/charts as appropriate. Comment on the results, relating to what you have learnt in this course. Relate the risk return pattern and the performance of the market index and your stocks to relevant events that took place during this period. Draw on economic, political, industry and company related events that took place over this period that may have impacted on the performance of your stocks and the market index. Give bibliographic references to the sources of your information.

(15 Marks)

Part 2

(a) Based on the discrete returns calculations in Part 1, compute the daily rate of return and the variance of an equally weighted portfolio formed from the three stocks. Make use of your knowledge of matrix algebra in your calculations.                                                                                       

(5 Marks)

(b). Examine and compare the pattern of the returns of your portfolio with those of the individual stocks, and the stock index. Compare the corresponding variances. Comment on your observations, relating to material learnt in this course. (5 marks)

Part 3

Extract for each day, the yield of the 13-week Treasury bill (or equivalently the 90 day or 180-day bank accepted bill from the following source:

https://www.treasury.gov/resource-center/data-chart-center/interest- rates/pages/TextView.aspx?data=billRatesYear&year=2020 over your sample period. (Remember sometimes reported yields are usually annualised figures. Use these as a proxy for the risk free rate).

     (5 Marks)

 Estimate the Security Characteristic Line (SCL) for each of your stocks and the equal weighted portfolio, based on the ‘Market Model’, using excess returns (discrete returns less the risk free rate), using Excel regression analysis functions. Show your results graphically. From your results, compute the Beta and the Jensen’s Alpha of each stock and the portfolio.         

(10 Marks)

  • Calculate the total risk (the return variance) of each stock and the portfolio. Partition the total risk to their respective systematic and unsystematic risk components.

[10 Marks]

  • Extend your calculation of the Jensen’s alpha in (b) by using Fama-French 3 factor models. Data for the size and book-to-market ratio should be obtained by students themselves from the follow(LINK WILL BE PROVIDED).

Compare your extended results in (d) with (b), and comment on it.

[10 Marks]

(d) Based on your observations and results in parts (b), (c) and (d) above, comment on each of your stock’s and portfolio’s performance, and on their risk characteristics, comparing and contrasting the magnitude and the proportions of their systematic and unsystematic risk components. What further insights can you gain on the characteristics and behaviour of your stocks and portfolio compared to the analysis and observations you made in Part 1 (c) and Part 2 (b)?                                                                  

[10 Marks]

  1. Formatting

For this project report, write a 3,000 word analysis and portfolio management report. You are permitted a 10% leeway word-count either way.

Your report must be formatted such that:

  • It is 1.5-spaced
  • Uses APA referencing / citation 
  • Times New Roman Size 12 Font.
  • Each paragraph must be between 6 – 8 lines
  • All paragraphs must be justify-formatted
  • Using Sources

You may refer to the course material for supporting evidence, but you must also use at least 10 sources and cite them using APA format. Please include a mix of both primary and secondary sources, with at least 10  sources from a scholarly peer-reviewed journal. Primary sources are first-hand accounts such as interviews, advertisements, speeches, company documents, statements, and press releases published by the company in question. Secondary sources come from peer-reviewed scholarly journals, such as the Journal of Finance. You may use sources like JSTOR, Google Scholar, and OMICS International to find articles from these journals. Secondary sources may also come from reputable websites with a .gov, .edu, or .org domain. Please note that Wikipedia is not an academically credible source.

Indicative Reading / Useful References:

  • Investments, by Z. Bodie, A. Kane, and A. Marcus, McGraw-Hill Irwin
  • Modern portfolio theory and investment analysis, by E. J. Elton, M. J.Gruber, S. J. Brown, and W. N. Goetzmann, Wiley Press;
  • Modern investment management, by Bob Litterman and the Quantitative Resource Group, GSAM, Wiley Press
  • Ibbotson, R G and Kaplan P D (2000) “Does Asset Allocation Policy Explain 40, 90, 100 Percent of Performance?” Financial Analysts Journal, 56, January / February, 2000
  • Brinson, Gary P., L. Randolph Hood, and Gilbert L. Beebower.1986.   “Determinants   of   Portfolio   Performance.”   Financial Analysts Journal, vol. 42, no. 4 (July/August):39–48.
  • Brinson, Gary P., Brian D. Singer, and Gilbert L. Beebower. 1991. “Determinants   of   Portfolio   Performance   II:   An   Update.” Financial Analysts Journal, vol. 47, no. 3 (May/June):40–48.
  • Goetzmann, William N., and Roger G.  Ibbotson.  1994.  “Do Winners Repeat?” Journal of Portfolio Management, vol. 20, no. 2 (Winter) :9–18.
  • Hensel, Chris R., D.  Don Ezra, and John H.  Ilkiw.  1991.  “The Importance of the Asset Allocation Decision.” Financial Analysts Journal, vol. 47, no. 4 (July/August):65–72.Ibbotson Associates. 1998. Stocks, Bonds, Bills, and Inflation, 1998Yearbook. Chicago, IL: Ibbotson Associates.
  • Sharpe,    William    F   1992.   “Asset   Allocation:   Management   Style   and Performance Measurement.”  Journal of Portfolio Management, vol. 18, no. 2 (Winter) :7–19.
  • Stevens, Dale H., Ronald J. Surz, and Mark E. Wimer. 1999. “The Importance of Investment Policy.” Journal of Investing, vol.  8,no. 4 (Winter):80–85

[80 Marks]

TOTAL: 100 MARKS

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Therapy approach

write a paper on a therapy approach Apply the therapy approach to a case in your field placement. Develop an assessment and intervention plan for this case, keeping all identifying information confidential. Your paper should include the following sections, identified with subheadings:

CASE EXAMPLE SUMMARY:
there is a 7 grade student where you work as a School Social Worker who is experiencing high levels of stress and anxiety due to her parents putting her in the middle of their arguments and adult business. The child’s father is a colleague of yours at the same school. The child comes in for weekly 30 mins sessions and usually feels down because her parents had been arguing and it causes her to cry and blame herself for things potentially not working out with her parents.

(I AM THINKING MAYBE THE THERAPY APPROACH CAN BE COGNITIVE BEHAVIOR THERPAY, BUT IF YOU FEEL SOMETHING ELSE MAY APPLY PLEASE MESSAGE ME SO I CAN CONFIRM)
Introduction:
–Briefly summarize for the reader what the paper will cover.

Case Example:
–Describe the issues in the case from the point of view of your treatment model. What is causing the problems in the case, and what will help? Your comments should reflect only the theory underlying the treatment model that is the focus of your paper.

Engage with Individuals and Families:
–Describe how you would establish a therapeutic relationship with the client(s) in this case. What would be some challenges, in engaging with these client(s), and how would you address them?

Assess Individuals and Families:
–Explain how to conduct an assessment of these client(s) based on your treatment model. What questions would you ask, what would you observe in the client(s)?

Intervene with Individuals and Families:
–What techniques, flowing directly from the assessment, would you use to help the client(s)?

Demonstrate Ethical and Professional Behavior:
–Describe a challenge in this case, and how you would respond with ethical and professional behavior.

Engage Diversity and Difference in Practice:
`–Describe a way in which diversity and difference were present in the client(s) in this case. Describe how you would address these characteristics with competent social work skills.

Evidence of Effectiveness:
-Summarize three research studies that have evaluated your treatment model. Try to select studies that have evaluated the use of this treatment model to address a case with problems similar to your case (if none exist, then just review whatever studies of this model you can find). Do these studies lend credibility to the treatment model and the theory? State what further research needs to be done to test the effectiveness of this model.

Evaluation Plan:
-Briefly consider how you would evaluate the progress in the case. Identify the goals and changes experienced by the client that would indicate progress, and how you would measure or document them.

Conclusion:
-This should be a brief summary of what was included in the paper, including: the treatment model used, a conclusion about the usefulness of the assessment and treatment approach, and further researiquch needed.

References in APA style

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What is the one thing you learned that you did not previously know

O The elderly (over 85) are the fastest-growing pop. Healthcare advances have allowed Americans to live longer and healthier lives however it also has manifested many left with debilitating physical decline which requires a significant amount of care. Name “three” theories of aging and describe. “Compare and contrast” two theories of aging as it relates to the role of the caregiver. What is the one thing you learned that you did not previously know? What is the one piece of information that will most likely affect your nursing practice? 2 referenciques with doi (2017-2020) intro and conclusion

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What if the accordion could speak English in many tongues? What if it could tell its side of the story?

Narrative Essay

Due date: November 11 Length: 3 pages minimum (1000 words); typed, double spaced.                                                     Value: 20%       

Task:

What if the accordion could speak English in many tongues? What if it could tell its side of the story? Write a narrative in which the green accordion explains its role in the crimes from each chapter of Accordion Crimes.

Guidelines:

The leading characters get together with the green accordion for a jam session. They can meet in heaven, or in hell. The scenes of the crimes they speak about must be the actual places mentioned in the book. The theme must involve variations upon the American Dream. And your plot must revolve around          the accordion voicing its point of view about the crimes. Try to imagine         how the accordion must feel.

Your narrative should consist of eight (8) paragraphs or vignettes, one for         each chapter in the novel. Underline one (1) different literary device that you   will use in each paragraph, especially assonance and irony. Your discourse       must consist of college-level English. Vulgar language, or racial slurs,             will result in a failing grade. Your green accordion is rehabilitated!

For example:

Guten Tag! And Howdy Doody!” Hans Beutle shouted out to his friends in hell. A glass of beer in one hand, and the accordion in the other. I will play for you  my American Dreamy ooompapa music!” The green accordion interrupted him. “No you won’t, pops! We all know about all the illegitimate children that you fathered beside the Little Runt River with your ooompapa! (pun) I never liked your grubby hands on my buttons. I never asked to be owned by a dirty farmer. No malice aforethought on my part, I was an innocent victim, just like those girls. You and your goat glands should have done some time inside the prison of a pawn shop. Not me! That would have been more fair.”

Enjoy the interplay of your imagination with the imagination of the author of Accordion Crimes!

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Individual Research

Individual Research Paper Guidelines, Fall 2020
25% of your course grade; due via Bb
You are writing these research papers in order to analyze a particular environmental issue for business and make
recommendations to business executives. Don’t be vague and say things like “reduce pollution” or “improve
water quality”– how would you recommend this be done? What are the business benefits? What are the business
risks if action is not taken? The more specific your recommendations, the better.
Background (~1 page): Describe the environmental issue clearly and succinctly. Use data, statistics and credible
sources to strengthen your argument (e.g., peer reviewed articles, academic and government reports).
Analysis (~2 pages): Describe why the issue you have selected poses a business risk for the company or industry
you selected? (e.g., examine current or potential regulation, changing customer expectations, investor pressures,
competitor actions, etc.) Why should the company address this issue as soon as possible?
Options (-2 page): What sorts of options does your company executives have in dealing with this environmental
problem? (“Do Nothing” may be an option as well.) List the pros and cons in terms of business impacts of each
option– again, be specific. What strategies and approaches/tools do you recommend for the company/industry to
apply in addressing the problem? How would they affect your selected company/industry sales and profits?
Recommendation (~1 page)
Which option do you recommend and why? Aim to make a business case for taking action; include not just
standard indicators such as payback and return on investment but also intangibles such as improved reputation,
ability to attract and retain talent, customer recognition, license to operate, etc.
You need to cite any fact or argument that is not original (footnotes are preferable to endnotes) and you should
use academic references like journal articles, books, and newspaper articles. Wikipedia is NOT an academic
source, nor necessarily is any random web page – make sure your information comes from a reliable source.
Make sure you use at least 6 references that come from a variety of sources and are up to date. Your paper
should be about 6 pages (2x-spaced, 1-inch margins, 12 pt. font, etc.), excluding the bibliography, figures, tables
and references.