Module Code and Title Fin6C3 Wealth Management Assignment Number &…
Question Answered step-by-step Module Code and Title Fin6C3 Wealth Management Assignment Number &… Module Code and Title Fin6C3 Wealth ManagementAssignment Number & Title Title: Group Report of the Quantitative Analysis Module Leader Dr Jacob H SchmidtInternal Reviewer Dr Elias BoukramiExternal Examiner TBA 1 Submission Details Completing Your AssignmentWhat am I required to do in this assignmentn essay following these instructions: CaThe products to be analysed will be assigned to you in week 4. Join a group (1- 4 members) via Padlet. Week 4. You are expected to demonstrate knowledge of issues involved in identifying client’s needs in structured products. In your analysis identify relevant product details (kick-out and protection barrier, credit risk). In your analysis and findings consider early kick-out, regular maturities and return profiles. In the aggregate analysis compare pay-off profiles, consider wealth management clients’ needs and explain the results. Use the UK Structured Products Association website (as covered in weeks 1, 2 and 3 of term 2 – weeks 13-15) for your research and analysis. Submit the final draft of your report (summative assessment) on by the deadline (by week 12). The draft and the final essay will consist of five sections: 1. An Abstract of not more than summarising the essay’s scope. 2 2. An Introduction which should reflect the scope of the research, outlining the size of the problem, 3. Research Process: The research process section should be more fully addressed in this chapter. 4. In the Findings / Results The final section (Conclusion) should offer concluding remarks not only in response to the research topic but also highlights any gained insights. Is there a size limit? What do I need to do to pass? Threshold criteria i.e. achievement of the learning outcome at the pass/fail boundary You must demonstrate the ability to meet the learning outcomes at the beginning of this document. You should show how you carried out the literature review and analysed structured products. You can meta paper (Meta-analysis provides a standardized approach for examining the existing literature on a specific) or an analysis using real data (e.g. from the UK Structured Products Association website database). You should critically analyse the products and portfolio and recommend it to the client. You must show understanding of the client needs. How do I produce high quality work that merits a 70% or above grade? You should follow closely the below mentioned requirements. 70% means an overall outstanding essay covering all aspects of a proper analysis and reflection. A logical and comprehensive conclusion and recommendation as a result of the analysis. A mark of over 70% fulfils the required points – Comprehensive research of relevant literature – Critical understanding of role of structured products – Identification of wealth management segment and client needs – Client protection need – Critical understanding of customer relationship – Usage of creativity and lateral thinking in the selection, analysis and recommendation How does assignment relate to what we are doing in the scheduled sessions?3 History US History Share QuestionEmailCopy link Comments (0)


