Homework answers / question archive / FINA6000 Managing Finance Assessment 2 Presentation Task Summary Students are expected to utilise publicly available financial market information and determine returns and risks with regards to shares of companies that are listed on the London Stock Exchange (LSE) and the Australian Securities Exchange (ASX)

FINA6000 Managing Finance Assessment 2 Presentation Task Summary Students are expected to utilise publicly available financial market information and determine returns and risks with regards to shares of companies that are listed on the London Stock Exchange (LSE) and the Australian Securities Exchange (ASX)

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FINA6000 Managing Finance

Assessment 2 Presentation

Task Summary

Students are expected to utilise publicly available financial market information and determine returns and risks with regards to shares of companies that are listed on the London Stock Exchange (LSE) and the Australian Securities Exchange (ASX). They must apply the concepts of risk and return.

Students are expected to prepare 10 - 12 ppt slides and record a 15 minutes presentation addressing the assessment tasks.

FINA6000 Assessment 2 Brief Individual Presentation 1 | P a g e

Context:

On the 31^st of May 2021, the World Health Organisation (WHO) declared the Delta COVID-19 variant as a major health concern. This resulted in many nations continuing to exercise caution and put lockdowns in place to minimise its spread and to avoid public health catastrophes. This has had negative consequences on economic activity and may have affected adversely global stock markets. However, investors still make equity investments when markets are facing adverse conditions.

This assessment aims at:

Testing the students’ understanding of the concepts of risk and return, and their ability to calculate mean returns (arithmetic and geometric), and holding period return.
Assessing students’ ability to determine beta and standard deviation
Assessing students’ ability to make an investment decision based on risk and return

measures

Discussing any two measures of downside risk and the extent to which they address the weaknesses of standard deviation as a measure of risk.

Assessment Tasks:

Task 1

Your Facilitator will allocate to you a pair of companies (see Appendix); one which is part of the ASX100, an Australian stock market index and the other belonging to the FTSE100, the index representing the top 100 companies by market capitalisation on the London Stock Exchange (LSE). You should download daily (Adjusted Closing) stock prices from yahoo finance from 31 May 2021 to 28 February 2022. For each company, calculate daily stock returns; arithmetic mean of daily returns, geometric mean of daily returns, and the holding period return (HPR). (10 marks)

Task 2

Calculate and identify which one of the stocks of the two companies is riskier than the other using beta and standard deviation as risk metrics. (10 marks)

Task 3

Using geometric mean return information and the standard deviation metrics calculated above, which company would you invest in if you were a risk-averse investor? Justify your choice. (7.5 marks)

Task 4

Perform a comparative analysis of how the companies’ industries have been affected by the advent

of COVID-19. (7.5 marks)

FINA6000 Assessment 2 Brief Individual Presentation 2 | P a g e

Task 5

Discuss any two downside measures of risk with regards to equity returns and explain the extent to which they address some of the weaknesses of standard deviation. Use information from peer reviewed journals and other authentic sources. Note that Investopedia and Wikipedia are not authentic scholarly sources and should not be used. (10 marks)

Instructions:

- Prepare a minimum of 10 PowerPoint slides (maximum 12 slides) to be presented in 15 minutes addressing all assessment tasks.
- Record a 15-minute video in which the presenter’s face is seen. You are recommended

to use zoom and if not available, you can use any other recording platform.

- The PowerPoint slides are to be submitted via Blackboard. You should also submit the EXCEL document with your calculations.
- Remember to cite the sources of information used. Include a list of references in the last slide of your presentation. It is important to adhere to the APA 7^th Edition Referencing Style.
- Students will be assessed on how well they address the assessment tasks, how well they demonstrate the knowledge of risk and return on equity investment. Ability to apply the knowledge to making a sound investment decision will also be evaluated. The quality of the presentation will be a crucial component of determining the final mark. Please refer to the learning rubric for more details.

Submission Instructions:

Submit this task via the Assessment link in the main navigation menu in the FINA6000 Managing Finance folder. The Learning Facilitator will provide feedback via the Grade Centre in the LMS portal. Feedback can be viewed in My Grades.

I declare that except where I have referenced, the work I am submitting for this assessment task is my own work. I have read and am aware of Torrens University Australia Academic Integrity Policy and Procedure viewable online at http://www.torrens.edu.au

FINA6000 Assessment 2 Brief Individual Presentation 3 | P a g e

Learning Rubric

Assessment Criteria

Fail (Unacceptable) 0-

49%

Pass (Functional) 50-64%

Credit (Proficient) 65-74%

Distinction (Advanced) 75 -84%

High Distinction (Exceptional) 85-100%

Knowledge and understanding of risk and return concepts and stock markets

General criterion to adapt: Students should be able to

Collect correct share price and stock market index data
Calculate accurately the risk and return measures required in the assignment
Use metrics calculated to make an investment decision
Assess the extent to which any two downside measures of risk address weaknesses of standard deviation as a measure of risk

45%

Limited understanding of required concepts and knowledge

Key components of the assignment are not addressed.

Knowledge or understanding of the field or discipline.

Resembles a recall or summary of key ideas.

Often confuses assertion of personal opinion with information substantiated by evidence from the research/course materials.

Thorough knowledge or understanding of the field or discipline/s. Supports personal opinion and information substantiated by evidence from the research/course materials.

Demonstrates a capacity to explain and apply relevant concepts.

Highly developed understanding of the field or discipline/s.

Discriminates between assertion of personal opinion and information substantiated by robust evidence from the research/course materials and extended reading.

Well demonstrated capacity to explain and apply relevant concepts.

A sophisticated understanding of the field or discipline/s.

Systematically and critically discriminates between assertion of personal opinion and information substantiated by robust evidence from the research/course materials and extended reading.

Mastery of concepts and application to new situations/further learning.

Content, Audience and Purpose (broad and specific content) Students should show an understanding of the essence of the assignment, the central idea(s) to be addressed and pitch the presentation accordingly

Demonstrates no awareness of context and/or purpose of the assignment.

Demonstrates limited awareness of context and/or purpose of the assignment

Demonstrates consistent awareness of context and/or purpose of the assignment.

Demonstrates an advanced and integrated understanding of context and/or purpose of the assignment.

Consistently demonstrates a systematic and critical understanding of context and purpose of the assignment.

Analysis and application with synthesis of new knowledge

Limited synthesis and analysis.

Demonstrated analysis and synthesis of new

Well-developed analysis and synthesis with application of

Thoroughly developed and creative analysis and synthesis with application of

Highly sophisticated and creative analysis, synthesis

FINA6000 Assessment 2 Brief Presentation Page 4 of 5

General criterion to adapt:

Ability to analyse and interpret the information correctly in making an investment discussion using return and risk metrics.

Discussion of any two downside risk measures and the extent to which they address shortcomings of standard deviation

15%

Limited application/ recommendations based upon analysis.

knowledge with application.

Shows the ability to interpret relevant information and literature.

recommendations linked to analysis/synthesis.

pretested models and / or independently developed models and justified recommendations linked to analysis/synthesis.

of new with existing knowledge.

Strong application by way of pretested models and / or independently developed models. Recommendations are clearly justified based on the analysis/synthesis.

Applying knowledge to new situations/other cases.

Excellent presentation which is well structured, flowing, informative, relevant and supported by properly prepared visual aids

30%

Difficult to understand for audience, no logical/clear structure, poor flow of ideas, argument lacks supporting evidence.

Audience cannot follow the line of reasoning.

Information, arguments and evidence are presented in a way that is not always clear and logical.

Line of reasoning is often difficult to follow.

Information, arguments and evidence are well presented, mostly clear flow of ideas and arguments.

Line of reasoning is easy to follow.

Information, arguments and evidence are very well presented; the presentation is logical, clear and well supported by evidence.

Demonstrates cultural sensitivity.

Expertly presented; the presentation is logical, persuasive, and well supported by evidence, demonstrating a clear flow of ideas and arguments.

Engages and sustains audience’s interest in the topic, demonstrates high

levels of cultural sensitivity

Effective use of diverse presentation aids, including

graphics and multi-media.

Correct citation of key resources and evidence

Demonstrates inconsistent use of good quality, credible and relevant resources to support and develop ideas.

Demonstrates use of credible and relevant resources to support and develop ideas, but these are not always explicit or well developed.

Demonstrates use of high quality, credible and relevant resources to support and develop ideas.

Demonstrates use of good quality, credible and relevant resources to support and develop arguments and statements. Shows evidence of wide scope within the organisation for sourcing

evidence

Demonstrates use of high quality, credible and relevant resources to support and develop arguments and position statements. Shows evidence of wide scope within and without the organisation for

sourcing evidence

FINA6000 Assessment 2 Brief Presentation Page 5 of 5

APPENDIX:

PAIR OF COMPANIES LISTED ON LONDON STOCK EXCHANGE (LSE) AND AUSTRALIAN SECUTITIES EXCHANGE (ASX)

COMPANIES ON LSE			COMPANIES ON ASX
Count	Code	Name	Code	Name
1	ADM	Admiral Group	APA	APA Group
2	AAL	Anglo American	WPL	Woodside Petroleum
3	ABF	Associated British Foods	NCM	Newcrest Mining
4	AZN	AstraZeneca	BHP	BHP Ltd
5	AUTO	Auto Trader Group	SYD	Sydney Airport
6	AVST	Avast	ALL	Aristocrat Ltd
7	AV	Aviva	CSL	CSL Ltd
8	BARC	Barclays	TLS	Telstra Corporation Ltd
9	BDEV	Barrat Developments	AMC	Amcor Ltd
10	BHP	BHP	WES	Wesfarmers Ltd
11	BP	BP	WOW	Woolworth Group Ltd
12	CRDA	Croda International	CBA	Commonwealth Bank
13	DGE	Diageo	NAB	National Australia Bank
14	GSK	Glaxo Smithkline	COH	Cochlear Ltd
15	HSBA	HSBC	SHL	Sonic Health Care Ltd
16	IMB	Imperial Brands	COL	Coles Ltd
17	ITV	ITV	WPL	Woodside Petroleum
18	JD	JD Sports Fashion	SUN	Suncorp Ltd
19	KGF	Kingfisher	WBC	Westpac Banking Corporation
20	LLOY	Llyods Banking	AMC	Amcor Ltd
21	MGGT	Meggit	TLS	Telstra Ltd
22	MNDI	Mondi	SUN	Suncorp Ltd
23	NG	National Grid	WES	Wesfarmers Ltd

24	NWG	Natwest Group	CSL	CSL Ltd
25	OCDO	Ocado Group	NAB	National Australia Bank
26	PSON	Pearson	COH	Cochlear Ltd
27	PSN	Persimmon	SUN	Suncorp Ltd
28	PHNX	Phoenix	ANZ	Australia and New Zealand Banking Corporation ltd
29	PRU	Prudential	STO	Santos Ltd
30	RIO	Rio Tinto	MQG	Macquarie Group Ltd
31	RR	Rolls Royce	SHL	Sonic Health Ltd
32	RDSA	Royal Dutch	CSL	CSL Ltd
33	RMG	Royal Mail	ALL	Aristocrat Ltd
34	SGE	Sage Group	SYD	Sydney Airport Ltd
35	SBRY	Sainsbury (G)	BHP	BHP Ltd
36	SMDS	Smith (DS)	NCM	Newcrest Mining Ltd
37	STAN	Standard Chartered	WPL	Woodside Petroleum Ltd
38	TW	Taylor Wimpey	APA	APA Group Ltd
39	TSC	Tesco	NCM	Newcrest Mining Ltd
40	ULVR	Unilever	AMC	Amcor Ltd
41	UU	United Utilities	TLS	Telstra Ltd
42	VOD	Vodafone	STO	Santos Ltd
43	WTB	Whitbread	APA	APA Group Ltd
44	WPP	WPP	ALL	Aristocrat Ltd
45	RKT	Reckitt Benckiser	QBE	QBE Insurance Ltd
46	INF	Informa	ANZ	Australia New Zealand Banking Corporation
47	FRES	Fresnillo	COL	Coles Ltd
48	FERG	Ferguson	WOW	Woolworths Group Ltd
49	GLEN	Glencore	MQG	Macquarie Group Ltd
50	HIK	Hikma	APA	APA Group Ltd
51	ENT	Entain	STO	Santos Ltd

52	BATS	British American Tobacco	MQG	Macquarie Group Ltd
53	CPG	Compass Group	CSL	CSL Ltd
54	NXT	Next	WES	Wesfarmers Ltd
55	FLTR	Flutter Entertainment	WBC	Westpac Banking Corporation

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