Portfolio management
1) Select a topic relevant to Portfolio Management which is having wide media exposure or that you believe will be a key topic in the next few years which
happens to be as well of your interest/curiosity and briefly elaborate a 3-5 page document people). Make sure your topic is “clear” previously by your professor.
Ideas: Social Impact Funds, Yale Endowment Model, WeWork deal, Passive vs Active Investing, ETFs growth, ESG funds, Sustainability Funds, FAANG Stocks, Tesla, Softbank Vision Fund,
MBS Vision 2030, Robot Advisors, Crypto Currencies, Warren Buffett, Goldman Sachs & Wealth Management, Morgan Stanley & E-Trade, Melinda & Gates Foundation, Value vs Growth
Styles, The Carlyle Group, BlackRock & ETFs, Hedge Funds Returns, Your Investment Portfolio, Value & Growth Styles Investing, Lehman Collapse, Central Banks & Markets,…
2) Assignment (Document) Content:
Introduction:
i. Briefly describe your topic and the reason why you choose it.
ii. Why you think could be relevant for Portfolio Management or the Capital Markets?
iii. Brief history and why may have been on the financial media coverage or academic literature?
Main Body:
i. Brief history about it.
ii. To whom it is relevance: Investors types, Portfolio Managers Styles, Governments, Investment vehicles,…
iii. What is your opinion, thoughts or its significance?
iv. Arguments presented for or against by the professional industry & media coverage.
Conclusion:
i. Your overall opinion(s) about it.
ii. How do you see it developing in the coming years?
