Fixed Income Securities (FIN251)

Fixed Income Securities
(FIN251)
Assignment 2
Assignment marks: 100 | Weight: 30%
Student No: [Enter your Student No.]
I have read the Assignment Guide in the ‘General assessment information’ and have
applied the word count principles to my work.
My word count for this
assignment is:
[Enter your word count]
words
Your assignment should be loaded into KapLearn by 11.30 pm on the due
date.
All times are based on AEDT/AEST time zones.
Refer to ‘Time remaining’ on the ‘Assignment’ page in KapLearn to ensure
you submit your assignment by the specified due date and time.
Checklist
 I have completed my assignment using Word.
 I have completed my assignment using Calibri, Arial, Times New Roman or
Verdana fonts.
 I have added my Student No. on this page.
 I have added my word count on this page.
 I have added my Student No. in front of the filename in the footer on the second
page.
 I have saved the file to be uploaded as StudentNo_FIN251_AS2_v1A2.
 Each question of my assignment is within the word limit guidelines for that
question as per the ‘General assessment information’ (Assessment  Assignment
 General assessment information).
 My assignment file size is no larger than 2 MB.

 If tables were required, they are visible as text, not as links or images.
 I have not removed the marking grid from the footer.
 I have submitted my assignment as per the instructions in KapLearn.
For office use only
# 1a 1b(i) 1b(ii) 1b(iii) 1b(iv) 1c(i) 1c(ii) 2a(i) 2a(ii) 2b(i) 2b(ii)
Max 5 3 3 3 2 4 4 2 4 2 6
Awarded
# 3a 3b 3c 4a(i) 4a(ii) 4a(iii) 4b(i) 4b(ii) 4c(i) 4c(ii) 5a
Max 4 3 4 2 3 3 3 6 4 4 5
Awarded
# 5b(i) 5b(ii) 5b(iii) 5c(i) 5c(ii) 5c(iii) Total
Max 3 3 3
3
7 2
**
Expres
sion is
faulty
**
Awarded
**
Express
ion is
faulty
**
StudentNo_FIN251_AS2_v1A2 2 © Kaplan Higher Education

Marker feedback
Comment on overall performance:
For marker use only.
For office use only
# 1a 1b(i) 1b(ii) 1b(iii) 1b(iv) 1c(i) 1c(ii) 2a(i) 2a(ii) 2b(i) 2b(ii)
Max 5 3 3 3 2 4 4 2 4 2 6
Awarded
# 3a 3b 3c 4a(i) 4a(ii) 4a(iii) 4b(i) 4b(ii) 4c(i) 4c(ii) 5a
Max 4 3 4 2 3 3 3 6 4 4 5
Awarded
# 5b(i) 5b(ii) 5b(iii) 5c(i) 5c(ii) 5c(iii) Total
Max 3 3 3
3
7 2
**
Expres
sion is
faulty
**
Awarded
**
Express
ion is
faulty
**
StudentNo_FIN251_AS2_v1A2 3 © Kaplan Higher Education

Instructions to students
• This assignment covers Topics 1 to 6 and accounts for 30% of your final grade.
• There are five (5) short-answer and calculation questions in this assignment. You
should answer
all questions.
• The questions are based on a case study which you should download from the
assessment page in KapLearn.
• All responses, including all workings for calculation questions, should be included in
your word document file. No other files or documents (including excel files) will be
assessed.
• The overall word limit for the assignment is 2200 words. Marks will only be
awarded for answers up to the word limit (plus 10%) for each question.
Any material written after this will not be counted towards your mark for that
question. Headings, quotes and references within the body of the answer are
included in the word count. Numerical tables, calculations, and reference lists are
not included. For more information on word counts and their rationale, go to
Assessment  Assignment  General assessment information.
• Refer to the Criteria-based Marking Guide for guidelines on what is expected for
each question.
• The ‘General assessment information’ section in KapLearn contains information
about format and presentation, word limits, citations and referencing, collusion,
plagiarism and other policies, useful resources, submitting your assignment and
accessing your results.
• Answers are to be in your own words. Reference and cite all your sources (within
the text of your answer) when quoting or using material from external sources.
Include a reference list at the end of your assignment. For further information on
referencing, refer to the ‘Referencing Guide’ available under the
Additional resources from the Learning Hub.
• Indicative weightings are noted beside each question. Use these weightings to
assist you with your allocation of time and resources. The weightings indicate the
relative importance of each question.
• State
all assumptions used in providing your answer.
• Requests for special consideration or information pertaining to special consideration
written in the body of the assignment will not be considered by the marker. Refer to
For office use only
# 1a 1b(i) 1b(ii) 1b(iii) 1b(iv) 1c(i) 1c(ii) 2a(i) 2a(ii) 2b(i) 2b(ii)
Max 5 3 3 3 2 4 4 2 4 2 6
Awarded
# 3a 3b 3c 4a(i) 4a(ii) 4a(iii) 4b(i) 4b(ii) 4c(i) 4c(ii) 5a
Max 4 3 4 2 3 3 3 6 4 4 5
Awarded
# 5b(i) 5b(ii) 5b(iii) 5c(i) 5c(ii) 5c(iii) Total
Max 3 3 3
3
7 2
**
Expres
sion is
faulty
**
Awarded
**
Express
ion is
faulty
**
StudentNo_FIN251_AS2_v1A2 4 © Kaplan Higher Education

the ‘special consideration’ section of the Assessment Policy on Kaplan’s website for
more information.
For office use only
# 1a 1b(i) 1b(ii) 1b(iii) 1b(iv) 1c(i) 1c(ii) 2a(i) 2a(ii) 2b(i) 2b(ii)
Max 5 3 3 3 2 4 4 2 4 2 6
Awarded
# 3a 3b 3c 4a(i) 4a(ii) 4a(iii) 4b(i) 4b(ii) 4c(i) 4c(ii) 5a
Max 4 3 4 2 3 3 3 6 4 4 5
Awarded
# 5b(i) 5b(ii) 5b(iii) 5c(i) 5c(ii) 5c(iii) Total
Max 3 3 3
3
7 2
**
Expres
sion is
faulty
**
Awarded
**
Express
ion is
faulty
**
StudentNo_FIN251_AS2_v1A2 5 © Kaplan Higher Education

Learning outcomes (LO) mapping Marks
1. Discuss the factors that influence interest rate markets and prices. 15
2. Discuss the features of short term and long term physical debt securities. 25
3. Analyse fixed interest derivatives and securitised products. 30
4. Compare the characteristics of Australian and international fixed interest
markets, as well as understand the various government and
non-government debt products. 30
5. Understand the features of the foreign exchange markets and assess
foreign exchange products and derivatives. 0
6. Evaluate non-equity financial markets and their role in portfolio
management. 0
Total marks 0
IMPORTANT NOTE: Students are expected to go beyond the topic notes and provided
resources and undertake a degree of independent research in completing
this assignment.
Criteria-based Marking Guide
The Criteria-based Marking Guide provided below is designed to assist students to
understand what is expected of them in each question and to let them know how their
performance will be judged. It provides advice about the criteria used in the marking
of the question and the maximum marks awarded for each criteria.
For office use only
# 1a 1b(i) 1b(ii) 1b(iii) 1b(iv) 1c(i) 1c(ii) 2a(i) 2a(ii) 2b(i) 2b(ii)
Max 5 3 3 3 2 4 4 2 4 2 6
Awarded
# 3a 3b 3c 4a(i) 4a(ii) 4a(iii) 4b(i) 4b(ii) 4c(i) 4c(ii) 5a
Max 4 3 4 2 3 3 3 6 4 4 5
Awarded
# 5b(i) 5b(ii) 5b(iii) 5c(i) 5c(ii) 5c(iii) Total
Max 3 3 3
3
7 2
**
Expres
sion is
faulty
**
Awarded
**
Express
ion is
faulty
**
StudentNo_FIN251_AS2_v1A2 6 © Kaplan Higher Education