For each portfolio

• explain the reasoning for your stock selection and weighting relative to the index

• attach screenshots of your portfolios created in Workspace

• report your results for each portfolio

• provide comments on the total return/risk and active return/risk of your portfolios

• discuss the sectors and securities' active weights in your portfolio

• analyse the active return of your portfolios with reference to the allocation and

selection effects

What was the overall performance of the active portfolio, your passive portfolio and

the benchmark index?

describe any major market events that contributed to the return performance of the

benchmark or of your portfolios

• have you achieved (or not achieved) the goal for your passive/active portfolio

Finally, which of the two portfolios will you recommend and why?


Equity Investment and Portfolio Management


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Fig: 1