Capstone project RS 302

The capstone pulls the whole course together into one piece of work you could show an employer or a professor. Do it after the ten modules. You mark it yourself against the rubric below; it is one of the two requirements for the certificate, with the final exam.

The brief

Act as a portfolio manager for a described client: age 35, $150,000 to invest, 25-year horizon, moderate risk tolerance, Canadian or US resident (learner's choice). Deliver:

1. a one-page IPS
2. a strategic asset allocation with expected return, volatility and Sharpe ratio, computed from stated assumptions for each asset class and a correlation matrix
3. the specific low-cost funds chosen and their fees
4. a rebalancing rule
5. a benchmark and the measures that will be used to judge results
6. a half-page explanation of why the client should or should not include any active funds

Rubric

Score each criterion out of its weight, honestly. A total of 70% or more is a pass. If you score lower, revise the weakest part and mark it again.

Mark it complete