Limited-time discount for students! | Solutions starting at $6 each

Group member appraisal form PDF

Added on - 28 Jul 2021

  • 18

    Pages

  • 4713

    Words

  • 134

    Views

  • 0

    Downloads

Trusted by +2 million users,
1000+ happy students everyday
Showing pages 1 to 11 of 18 pages
GROUP MEMBER APPRAISAL FORM
The bases of this evaluation is your group member’s contribution and involvement in this
assignment.
Group members will be appraised using the following basis:
100%Group member attended all group meetings or if unable to attend, contacted
the group in advance and came to an alternative arrangement that the majority
of group members were happy with.
Group member contributed to group discussion.
Group member always offered to help or volunteered for tasks.
Group member had assigned tasks completed on time.
50%Group member missed group meetings without making alternative
arrangements with other group members.
Group member assigned tasks were only partly completed or poorly
completed.
Group member did not contribute to the group effort or volunteered for tasks.
0%Group member attended few meetings and made no contribution to the
assignment,
Name of student: ________Chong Yew Fai________________
Instructions:
Place the name of each of the members in your group in the space provided below. Appraise
each person named by circling one of the totals shown below (i.e. 100%, 50% or 0%.)
Name of Group MemberAssessment
1)Isaac Loo Qu Heng100%50%0%
2)Jass Lee Chun Xian100%50%0%
3)Tan Chew Hsien100%50%0%
4)Too Sheu Sen100%50%0%
Note:
Failure to submit a Group Member Appraisal Form will result in aZEROappraisal being
recorded against your name.
GROUP MEMBER APPRAISAL FORM
The bases of this evaluation is your group member’s contribution and involvement in this
assignment.
Group members will be appraised using the following basis:
100%Group member attended all group meetings or if unable to attend, contacted
the group in advance and came to an alternative arrangement that the majority
of group members were happy with.
Group member contributed to group discussion.
Group member always offered to help or volunteered for tasks.
Group member had assigned tasks completed on time.
50%Group member missed group meetings without making alternative
arrangements with other group members.
Group member assigned tasks were only partly completed or poorly
completed.
Group member did not contribute to the group effort or volunteered for tasks.
0%Group member attended few meetings and made no contribution to the
assignment,
Name of student: ________Isaac Loo Qu Heng________________
Instructions:
Place the name of each of the members in your group in the space provided below. Appraise
each person named by circling one of the totals shown below (i.e. 100%, 50% or 0%.)
Name of Group MemberAssessment
1)Chong Yew Fai100%50%0%
2)Jass Lee Chun Xian100%50%0%
3)Tan Chew Hsien100%50%0%
4)Too Sheu Sen100%50%0%
Note:
Failure to submit a Group Member Appraisal Form will result in aZEROappraisal being
recorded against your name.
GROUP MEMBER APPRAISAL FORM
The bases of this evaluation is your group member’s contribution and involvement in this
assignment.
Group members will be appraised using the following basis:
100%Group member attended all group meetings or if unable to attend, contacted
the group in advance and came to an alternative arrangement that the majority
of group members were happy with.
Group member contributed to group discussion.
Group member always offered to help or volunteered for tasks.
Group member had assigned tasks completed on time.
50%Group member missed group meetings without making alternative
arrangements with other group members.
Group member assigned tasks were only partly completed or poorly
completed.
Group member did not contribute to the group effort or volunteered for tasks.
0%Group member attended few meetings and made no contribution to the
assignment,
Name of student: ________Jass Lee Chun Xian________________
Instructions:
Place the name of each of the members in your group in the space provided below. Appraise
each person named by circling one of the totals shown below (i.e. 100%, 50% or 0%.)
Name of Group MemberAssessment
1)Chong Yew Fai100%50%0%
2)Isaac Loo Qu Heng100%50%0%
3)Tan Chew Hsien100%50%0%
4)Too Sheu Sen100%50%0%
Note:
Failure to submit a Group Member Appraisal Form will result in aZEROappraisal being
recorded against your name.
GROUP MEMBER APPRAISAL FORM
The bases of this evaluation is your group member’s contribution and involvement in this
assignment.
Group members will be appraised using the following basis:
100%Group member attended all group meetings or if unable to attend, contacted
the group in advance and came to an alternative arrangement that the majority
of group members were happy with.
Group member contributed to group discussion.
Group member always offered to help or volunteered for tasks.
Group member had assigned tasks completed on time.
50%Group member missed group meetings without making alternative
arrangements with other group members.
Group member assigned tasks were only partly completed or poorly
completed.
Group member did not contribute to the group effort or volunteered for tasks.
0%Group member attended few meetings and made no contribution to the
assignment,
Name of student: ________Tan Chew Hsien________________
Instructions:
Place the name of each of the members in your group in the space provided below. Appraise
each person named by circling one of the totals shown below (i.e. 100%, 50% or 0%.)
Name of Group MemberAssessment
1)Chong Yew Fai100%50%0%
2)Isaac Loo Qu Heng100%50%0%
3)Jass Lee Chun Xian100%50%0%
4)Too Sheu Sen100%50%0%
Note:
Failure to submit a Group Member Appraisal Form will result in aZEROappraisal being
recorded against your name.
GROUP MEMBER APPRAISAL FORM
The bases of this evaluation is your group member’s contribution and involvement in this
assignment.
Group members will be appraised using the following basis:
100%Group member attended all group meetings or if unable to attend, contacted
the group in advance and came to an alternative arrangement that the majority
of group members were happy with.
Group member contributed to group discussion.
Group member always offered to help or volunteered for tasks.
Group member had assigned tasks completed on time.
50%Group member missed group meetings without making alternative
arrangements with other group members.
Group member assigned tasks were only partly completed or poorly
completed.
Group member did not contribute to the group effort or volunteered for tasks.
0%Group member attended few meetings and made no contribution to the
assignment,
Name of student: ________Too Sheu Sen________________
Instructions:
Place the name of each of the members in your group in the space provided below. Appraise
each person named by circling one of the totals shown below (i.e. 100%, 50% or 0%.)
Name of Group MemberAssessment
1)Chong Yew Fai100%50%0%
2)Isaac Loo Qu Heng100%50%0%
3)Jass Lee Chun Xian100%50%0%
4)Tan Chew Hsien100%50%0%
Note:
Failure to submit a Group Member Appraisal Form will result in aZEROappraisal being
recorded against your name.
Semester:3Course Code & Title:BBMF3113 Case Study in Finance and Investment
FACULTY OF ACCOUNTANCY, FINANCE AND BUSINESS
PLAGIARISM DECLARATION STATEMENT
We confirm that we have read and shall comply with all the terms and condition of Tunku Abdul
Rahman University College’s plagiarism policy.
We declare that this assignment is free from all forms of plagiarism and for all intents and purposes is
our own properly derived work.
We further confirm that the same work, where appropriate, has been verified by anti-plagiarism
software __ (please insert).
Name (Block Capitals)Regn No.Signature
1.CHONG YEW FAI19WBR07746CYF
............................................................ ........................
2.ISAAC LOO QU HENG19WBR07778LQH
............................................................ ........................
3.JASS LEE CHUN XIAN19WBR07779LCX
............................................................ ........................
4.TAN CHEW HSIEN19WBR07866TCH
............................................................ ........................
5.TOO SHEU SEN19WBR02558TSS
............................................................ ........................
PROGRAMME: RFI
TUTORIAL GROUP: 5
DATE:18/02/2021
FACULTY OF ACCOUNTANCY, FINANCE AND BUSINESS
COURSEWORK FEEDBACK FORM FOR WRITTEN REPORT
COURSE CODE/ COURSE TITLE:BBMF3113 Case Study in Finance and Investment
NAME OF STUDENT(s):ID No:
1)Chong Yew Fai78%19WBR07746
2)Isaac Loo Qu Heng78%19WBR07778
3)Jass Lee Chun Xian79%19WBR07779
4)Tan Chew Hsien79%19WBR07866
5) Too Sheu Sen78%19WBR02558
PROGRAMME: RFI
YEAR OF STUDY:3
SEMESTER:3
ACADEMIC YEAR:2019/2020
GROUP NO:5
COURSEWORK NO: 1/2/3NATURE OF
COURSEWORK: Group
assignment
MARKS ALLOCATED:
/100
COMMENTS :
1)Q3 – Rather brief answers. More can be discussed on Larry Puglia’s investment
style.
2)Provide more citations and references to support your discussion.
3)Use only UK English throughout the report.
4)Need to label your appendices properly.
5)Overall, a good report.
Student
Acknowledgement:
Date:Lecturer/Tutor’s
Signature:CYP
Date:
2/3/2021
Note: This form must be submitted together with the assessment grid/grading criteria and
Turnitin report for the coursework.
Case Study 1
1.1 What is the efficient market hypothesis? (374 words)
Efficient Market Hypothesis (EMH) believe that every existing securities price in the capital
market are fully influence by the relevant information in the markets. EMH are widely
accepted by the financial economists but not universally. Assuming the EMH Theory is true,
which means it will be impossible for anyone to beat the market even you are an expert
because all of the current prices of the securities are already at their fair value because it is
fully reflected by every accessible information in the market, which means there are no
securities in the market are undervalued or overvalued.
In the EMH theory, the economists have differentiated it into three difference level of market
efficiency according to the different information uses to determine the current price. The first
level will be theweak form, weak form assume that the current prices of the securities are
fully reflected by all the past prices, which means that technical analysis could not do much
in weak form because the current price already reflect to it. In weak form, the prices today
will be moved in a random direction instead of repeating the past patterns. The second level
will be thesemi-strong form. In semi-strong form, the current prices for the securities are
fully reflected by the past prices and also all the information that release into the public. The
public available information such as annual reports of a company are already included and
reflected in the current securities price. In the semi-strong form, both technical and
fundamental analysis are unable to help the investor because the current price already
reflected on it. The third level will be thestrong form. In strong form, it assumes that the
current securities price is fully reflected on every possible information that available in the
market no matter it is public information or private information that did not disclose to the
public. In this kind of situation, there will not be a single information that can gave the
investor an advantage because every information had already reflected by the securities price.
An economist stated that in this kind of market, there will only be investor with luck or
without luck, there will not be a clear winner in this kind of market.
1.2What does it imply for the performance of mutual funds? (290 words)
In an EMH market, performance of mutual fund is unlikely to beat the market because the
market already reacted to every possible information in the market which include the research
of the fund manager because their information had been included. As Nobel Prize-winning
economist Paul Samuelson stated that all the existing current stock prices are selling in
discounted value below their intrinsic value, which mean every stock are more or less the
same from each other. Passive investor can simply choose a stock randomly and the result
will more of less the same as choosing a stock precisely. For example, Forbes magazine came
out with a portfolio in June 1967 that contain 28 equally weighted stocks selected by
throwing darts. After about 16 years later, when Forbes retired the feature article, initially the
portfolio only worth $28,000 with $1000 on every stock but now it is worth around $131,698
with about 9.5% compound rate of return. The rate of return from this portfolio beats the
averages return from the market and almost all the mutual funds in the market. The purpose
of this test is to prove that Paul Samuelson is true, no matter what stock you choose in the
market the result will more or less the same. After this experiment, Forbes concluded that
with the help of luck, sloth can also beat brains in the stock market. Despite the explanation
of EMH and the result of the tests, fund managers like Larry Puglia which outperform the
markets are still exist out there. Malkiel believe that those who beat the market are just lucky
winner that keep getting head in a coin-tossing contest. Malkiel suggested that those portfolio
managers that outperform the markets had some help from their luck.

2. How well has the Blue-Chip Growth Fund performed in recent years? In making the
assessment, what benchmark(s) are you using? How do you measure investment
performance? (727 words)
Based on the case study, the Blue-Chip Growth Fund has performed well in the recent years.
The summary had shown that the fund had an average annual total return of 10.12%
compared to the return of S&P 500 Index which only has 9.12%.(Appendix 1)In Exhibit 3.2,
it states that the performance of $10,000 growth performance from 6/6/2006 to 6/6/2016. We
can see that the $10,000 has grown to $24,154 with 10 years return which is 241.54%
(24,154/10,000 x 100). Based on the trailing total return among 10 years, we could see that
the fund has outperformed the performance of S&P 500. Besides that, Morningstar also gave
a five-star rating for the fund’s in the five-year performance and also placed it in the top 10%
of 1285 mutual funds in the large-cap growth category.
We are using the benchmarks which include TRP blue chip growth funds itself, S&P 500
index and Large-Cap Growth Category. Based on the 10-years return performance on a
$10,000 initial capital, the blue-chip fund has generated approximately $24,000. The S&P
500 has generated an approximate $20,500 return and the large-cap growth fund has
generated about $19,500 return.(Appendix 2)We can also use the trailing return for the three
funds as a benchmark. In comparing the trailing return for the three funds, we will use the
trailing return from 1-years to 15-years. (Appendix 3)The Blue-Chip Growth Fund has a
trailing return ranging between 0.88% to 6.27%. The S&P 500 Index has a trailing return
which ranged between 3.02% to 5.53%. The Large-Cap Growth Fund has a trailing return
ranging between -1.38% to 4.8%. Furthermore, we also can use the Morningstar performance
as a benchmark.(Appendix 4)The average total return of Blue-Chip Fund is between 11.34%
to 9.11% between 1-years to 10-year. The average total return for S&P 500 is between
15.43% to 7.24%. The average total return of Large-Cap Growth Fund is between 10.46% to
7.52%. Hence, these indicators above could be the important benchmarks when it comes to
evaluating the fund’s performance.
We measure the investment performance by looking at the long-term and short-term
performance. Short-term performance will be less than a year while long-term will be more
than 1 year. By this measurement, we can look into the total return for both performances.
The TRP Growth Fund objective is for long-term so, we can see that in the short-term
performance, the other two performances are better but in the long-term TRP is still
performing well among the others. By comparing the performance of long-term and short-
term, investors can do their investment wisely and make their own decision.
Next, we could measure the investment performance by using the Net Asset Value (NAV)
method. NAV is the value that states in the proportion of shares or the unit of the fund on a
specific date or time. NAV is calculated based on total assets minus total liabilities divided by
the outstanding shares. The performance is measured as the increase or decrease in NAV
including the dividend and capital gains. Investors may compare the NAV in the beginning of
the year and the NAV in the end of the year to see the difference of the value to determine the
funds performance. Some mutual funds often pay out dividends from their sold assets.
Therefore, the regularly paid out of income and gains will also decrease the NAV and will
not reflect in the absolute NAV values when compared between two dates.(Appendix 5)
Annual total return can also help to measure investment performance. The total return is the
actual rate of return of an investment over a period of time. It includes the interests, capital
gains and dividend distributions over a period. Annual total return is also considered as a
measurement because it reflects the true growth of the funds over time. This is because the
total annual return is the most common timeframe during evaluating the performance of the
funds. It is also important to evaluate the whole portfolio but not just one return metric when
determining an increase in value. It also helps investors to forecast the potential return of the
investment funds. It could be an investment tool to grow your retirement funds since it is
investing in the blue chips stocks which are growing constantly and more stable which could
bring you some returns in long-term performance.
3.1 What would Puglia say in response to claim that his success is luck? (315 words)
Malkiel said that a 'random walk' preceded the stock market, meaning that the potential price
movement is uncorrelated to both the past or current market movements. Malkiel must be like
betting to beat the market. As an example, he used coin tossing game if there are a thousand
desklib-logo
You’re reading a preview
Preview Documents

To View Complete Document

Click the button to download
Subscribe to our plans

Download This Document