The purpose of this Portfolio Project is to allow you to evaluate the prevailing theories in portfolio and investment management. Using the syllabus and topics covered in the course, as well as readings assigned, select your topic and prepare a 7- to 10-page (double spaced, 12-point Times New Roman font) paper that addresses the following areas:
- Detailed Summary. Provide a detailed summary to demonstrate an understanding of the theories being researched. Use the textbook, as well as other credible, professional sources to enhance and express your knowledge on the subject area (2-4 pages).
- Literature Review. Use the University library to review professional publications and locate articles that relate to your topic. These articles should be published in journals that are utilized by financial planning professionals. Do not cite sources such as Wikipedia, Investopedia or general websites in your review of the literature. The CSU-Global library is a good place to do research.
Only professional sources (i.e., journals from the library) should be used. Please consult with your instructor or the CSU-Global librarian if you are unsure what qualifies as a professional source. You should include 5-7 articles and within your review compare, contrast and synthesize the points presented within the articles to reach a conclusion on how professionals feel on the issue being researched (2-4 pages). Use an APA format for the literature reviews including an abstract for each source.
- Case Study. Using the theories of behavioral finance, modern portfolio, and efficient markets, create a basic case study to illustrate how/if these theories are relevant in contemporary financial planning investment decision (2-4 pages).
Include both a title and references page (not counted in the 7- to 10-page length).
Your paper may be longer than 10 pages if necessary to illustrate points intended and must be in a Word document. Calculations are not required for this assignment. If you wish to include calculations to illustrate your points, include them in a table within your paper and be sure to submit only one document to be graded in response to this assignment. Your references and your paper must be formatted in accordance with CSU-Global Guide to Writing and APA Requirements. Examine the Portfolio Project grading rubric for this assignment, found in the Module 8 folder, to see how you will be graded.