FIN 358 Invesment Management Assignment Questions 2026 | UiTM

FIN 358 Assignment Questions

This question paper consists of FIVE ( 05 ) questions. Answer ALL questions.  (100 MARKS )

QUESTION 1         

Question:

A portfolio manager is evaluating two investment strategies :

1. Active Portfolio Management – Selecting individual securities to outperform the market.
2. Passive Portfolio Management – Investing in index funds to match market returns.

Task :

• Compare the advantages and disadvantages of active and passive portfolio management.
• Discuss the impact of market efficiency on the effectiveness of each strategy.
• Recommend the best approach for an institutional investor managing a large fund.

( 20 MARKS )

QUESTION 2                                                                                                 

Question :

A pension fund is evaluating different asset allocation strategies to optimize returns while managing risk.

Task :

• Explain the role of asset allocation in investment management.
• Compare strategic asset allocation and tactical asset allocation.
• Recommend an asset allocation strategy for a pension fund with a long-term investment horizon.

( 20 MARKS )

QUESTION 3                                                                                                        

Question:

A hedge fund is considering different risk management strategies to optimize portfolio performance.

Task :

• Explain the role of risk management in investment decision-making.
• Compare Value-at-Risk (VaR) and Stress Testing as risk assessment tools.
• Recommend the best risk management approach for a hedge fund with high exposure to market volatility.

( 20 MARKS )

QUESTION 4                                                                                                            

Question:

An institutional investor is considering incorporating Environmental, Social, and Governance (ESG) factors into its investment strategy.

Task :

• Explain the significance of ESG investing in modern portfolio management.
• Discuss the challenges and benefits of integrating ESG criteria into investment decisions.
• Recommend an approach for balancing financial returns with ESG considerations in a diversified portfolio. 

 ( 20 MARKS )

QUESTION 5                                                                                                   

Question :

A private equity firm is evaluating potential investment opportunities in emerging markets.

Task :

• Discuss the key risks associated with investing in emerging markets.
• Compare the advantages and disadvantages of private equity investments in these markets.
• Recommend strategies for mitigating risks while maximizing returns in an emerging market portfolio.

   ( 20 MARKS )

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