FIN30016: Investment Analysis and Portfolio Management Project

This project analyzes investment strategies using ASX-listed funds. The assignment begins by identifying the top three assets held by an infrastructure fund, explaining the fund's selection, and outlining factors influencing its performance over the next year. It proceeds to calculate the excess return and absolute tracking error of a portfolio, discussing the observations made. The project then investigates the return and volatility of the AUD/USD exchange rate. Finally, it determines the optimal allocation across three funds to achieve a total risk level of 1%. The analysis incorporates data from various financial sources, and provides insights into portfolio management and risk assessment.