6 pages

Writing Style: APA

Number of Pages: 6 (Double Spaced)

Number of sources: 10

Dedicated
 research
 report

 

Choose
 one
 of
 the
 areas
 in
 mutual
 fund
 industry
 and
 conduct
 a
 short
 synopsis
 on
 the
 

topic.
 
 

 

1. [Structured
 asset
 in
 China]
 How
 should
 you
 value
 the
 structured
 fund?
 How
 are
 A-­‐

shares
 and
 B-­‐shares
 valued?
 Take
 an
 example
 and
 show
 how
 the
 valuation
 is
 done
 

and
 check
 out
 the
 data
 to
 see
 if
 your
 valuation
 differs
 from
 what
 is
 happening
 

empirically.
 

2. [Careers
 for
 fund
 managers]
 How
 do
 the
 fund
 managers
 get
 their
 jobs?
 Track
 the
 

career
 for
 the
 fund
 manager
 of
 your
 interest
 and
 detail
 how
 he/she
 gets
 there.
 

Please
 also
 include
 an
 evaluation
 of
 how
 he/she
 does
 in
 his/her
 career.
 

3.
 [Structured
 asset
 in
 China]
 Collect
 a
 comprehensive
 sample
 of
 structured
 asset
 in
 

China
 and
 try
 to
 categorize
 the
 funds.
 

4. [Portfolio
 methods
 in
 action:
 return
 gap]
 Choose
 a
 fund
 of
 your
 interest.
 Perform
 the
 

evaluation
 analysis
 that
 you
 learn
 in
 the
 class.
 Also,
 check
 out
 its
 portfolio
 holdings
 to
 

see
 if
 their
 proposed
 strategy
 fits
 the
 words
 of
 their
 mouth.
 Check
 out
 the
 portfolio
 

holdings
 to
 see
 if
 the
 fund
 generates
 positive
 return
 gaps.
 (The
 analysis
 should
 run
 

for
 multiple
 periods.)
 

5. [Index
 funds
 in
 China]
 Choose
 an
 index
 fund
 of
 your
 interest.
 Perform
 the
 evaluation
 

analysis
 that
 you
 learn
 in
 the
 class.
 Does
 past
 performance
 predict
 future
 

performance
 for
 the
 fund?
 (You
 could
 easily
 replicate
 the
 study
 for
 many
 different
 

funds.
 Try
 that
 for
 extra
 credits)
 

6. [Interviews]
 Choose
 a
 fund
 of
 your
 interest.
 For
 this
 report
 to
 work,
 you
 should
 try
 to
 

find
 a
 star
 manager
 that
 frequently
 is
 interviewed.
 Perform
 the
 evaluation
 analysis
 

that
 you
 learn
 in
 the
 class.
 Also,
 look
 for
 interviews
 of
 the
 fund
 manager
 and
 see
 if
 

his/her
 portfolio
 fits
 what
 he/she
 says
 in
 the
 magazines/video
 clips.
 (Hint:
 Some
 fund
 

companies
 frequently
 report
 the
 interviews
 on
 their
 websites.)
 

 

Your
 reports
 should
 consist
 of
 the
 following
 components:
 

0. Summary:
 You
 need
 to
 be
 able
 to
 summarize
 your
 findings
 in
 less
 than
 100
 words.
 

1. Text:
 Detailing
 what
 you
 find
 

2. Discussion:
 What
 else
 could
 be
 done
 if
 given
 more
 time
 and
 more
 data?
 I
 know
 this
 

list
 could
 go
 endlessly
 even
 for
 great
 articles,
 but
 please
 try
 to
 point
 out
 at
 least.
 

3. References:
 List
 sources
 of
 your
 ideas/sentences/data
 

 

Grading
 guidelines:
 

I
 look
 for
 evidence
 of
 efforts
 and
 originality.
 Careful
 presentation
 of
 data
 and
 

professional
 writing
 will
 guarantee
 a
 decent
 grade.
 When
 you
 lay
 out
 an
 argument,
 

try
 to
 persuade
 in
 a
 reasonable
 and
 economic
 way.
 

Support
 every
 view
 with
 a
 fact.
 Don’t
 throw
 in
 something
 that
 people
 say
 as
 given.
 It
 

is
 possible
 to
 obtain
 a
 very
 high
 grade
 on
 this
 part
 (90+),
 but
 you
 will
 need
 to
 make
 a
 

great
 report.
 

Good
 report
 =
 creative
 idea
 +
 careful
 collection
 of
 data
 +
 convincing
 analysis
 +
 a
 

good
 understanding
 on
 what
 else
 can
 be
 done.
 

 

Please
 upload
 the
 report
 along
 with
 all
 the
 data
 needed
 for
 your
 report
 in
 a
 ZIP
 file.
 

You
 need
 to
 submit
 your
 report
 in
 the
 word
 (even
 better,
 PDF)
 format.
 The
 

document
 itself
 should
 be
 no
 longer
 than
 4
 pages
 single-­‐spaced
 (excluding
 tables,
 

figures,
 graphs
 and
 any
 supporting
 materials).