Finance Question

Detailed Guideline for Assignment 3 (Group Activity)

Find below the cover page and ppt template to be downloaded and used for submitting the report:

Guidelines for Activity 1 (Group Activity) (20 Marks)

Purpose:

Work collaboratively on a finance-related problem that requires research, brainstorming, critical thinking, and real-world application.

Instructions:

1. Group Size: 4 students.

2. Choose one activity type from the list below.

3. Follow the activity requirements for the presentation and written report.

4. Use the example prompts to guide your assignment you can adapt or modify them.

5. Submit both of the following deliverables by the deadline:

a) Presentation (810 minutes): concise, engaging, visual. (10 marks)

b) Written Report (1,5002,000 words): structured, analytical, APA references. (10 marks)

Activity Options with Examples:

1. Stock Portfolio Simulation & Analysis

Task: Build a mock investment portfolio using real market data. Track prices over a simulated period (e.g., past 6 months or real-time tracking for 23 weeks).

Example Prompts:

o Choose 57 stocks from different sectors and justify your choices.

o What is the expected return of your portfolio?

o How did market events (interest rate changes, earnings reports, global news)

affect your portfolios value?

o How diversified is your portfolio in terms of risk?

2. Corporate Valuation Challenge

Task: Select a publicly listed company and calculate its value using two valuation methods (e.g., Discounted Cash Flow, P/E ratio).

Example Prompts:

o What assumptions did you make for future growth and discount rates?

o Compare your valuation to the current market capitalization.

o Is the company undervalued or overvalued? Why?

o How would changes in interest rates or inflation affect your valuation?

3. Financial Crisis Case Study Debate

Task: Investigate a past financial crisis and present a critical analysis of causes, effects, and lessons learned.

Example Prompts:

o What triggered the crisis (policy decisions, market behavior, external shocks)?

o Who were the key winners and losers?

o What preventive measures could have been taken?

o Are there parallels to current market conditions?

4. Personal Financial Planning Project

Task: Create a 10-year financial plan for a hypothetical client based on given income, expenses, goals, and risk tolerance.

Example Prompts:

o What investment strategy suits the clients goals?

o How much should be allocated to savings, debt repayment, insurance, and

investments?

o How would changes in inflation or interest rates affect the plan?

o Suggest a retirement plan with a target savings goal.

5. Ethical Dilemma in Finance Role-Play

Task: Act out a real-world ethical scenario in finance, then provide an analytical report on the ethical considerations.

Example Prompts:

o A portfolio manager learns confidential information that could benefit clients

what should they do?

o A CFO considers manipulating earnings to meet analyst expectations what are

the risks?

o Debate whether profitability can justify ethically questionable practices.

6. FinTech Innovation Pitch

Task: Develop a concept for a new financial technology product or service.

Example Prompts:

o What problem in personal or corporate finance does your product solve?

o Who is the target market?

o How will your business model generate revenue?

o What are the main risks and barriers to adoption?

Activity Requirements Deliverables:

1. Presentation (810 minutes) concise, engaging, visual.

2. Written Report (1,5002,000 words) structured, analytical, referenced (APA style).

Marking Rubric:

1.Written Report (10 marks):

Every student handles a specific point or section in the report, which will be written under her name. Shell get 8 marks for her individual part, and the remaining 2 marks can go to the shared sections, the introduction and conclusion, as a team effort.

2.Presentation & Discussion (10 marks):

For the presentation, all members should know the full report, but each one presents her own section. During the Q&A, questions can cover both her section and those of her teammates.

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