FIN 332 Trading in Financial Markets Mid Term Assignment 2026 | UOW

School

University of Wollongong (UOW)

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Assignment Type

Mid Term Assignment

Subject

FIN 332 Trading in Financial Markets

Uploaded by Malaysia Assignment Help

Date

02/02/2026

FIN 332 Mid Term Assignment

CALF 3 –

Explain five passive equity portfolio management strategies and discuss how you will select an ETF as part of your strategy. Illustrate and conclude your answer with an application. Test your strategies and recommendations via Capital.com or any other platform. You can also use Capital IQ to calculate the historical performance and calculate the long-term performance. Students are free to choose any technique including buy and hold or tracking an index. For the ETF section, students can test whether arbitrage exists by using Intraday Net Asset Value (iNAV).

In the report:

  • Students are expected to demonstrate the importance of ESG data whilst implementing preferably 5 passive equity portfolio management strategies.
  • Analyze the importance of a taxonomy establishing a list of environmentally sustainable economic activities and its role in aiding sustainable investment.
  • Discuss the role ESG data plays in equity portfolio management.
  • Check ESG Rating Agencies such as Sustainalytics that provides ESG ratings and research to help investors understand and manage ESG risks and opportunities. MSCI evaluates companies on ESG factors and assigns ratings that help investors make informed decisions. Other evidence will be compliance to green bonds or ISO 14001.

The structure of the report must follow the following guidelines.

  • Market view
  • Trading strategy
  • Performance analysis

The Marking Rubric / Suggestion on how the 750 words should be on

  • Knowledge of theory: 25%
  • Application of methods to solve the problem: 10%
  • Understanding of current market products: 15%
  • Industry Analysis Skill: 15%
  • Innovation: 10%
  • Ethics and values: 10%

Make sure that the 1,000 report is based on the structure and the marking rubric.

Hint:

  • Passive portfolio strategies: Buy and hold & indexing
  • Three basic techniques: Full replication, Sampling & Quadratic optimization or programming
  • Must show tracking error
  • Explain the Top-Down Investment Process used for example the volatility caused by US president such as Trump.
  • Strategic Asset Allocation (example weights)
Investor Profile Equity Bonds Alternatives Cash
Conservative 30% 55% 10% 5%
Balanced 50% 35% 10% 5%
Aggressive 75% 15% 10%
  • Intraday Net Asset Value (iNAV) for ETFs and arbitrage opportunities
  • Limits to Arbitrage
  • Price Discovery and Informational Efficiency of ETFs
  • ETF as a Cause of Liquidity Crisis for its Underlying Constituents
  • Creation and Redemption through Fund Flows and Price Manipulation
  • Volatility and Volatility Spillover
  • Sector rotation strategies (Low PE for undervalued stock, growth stocks or others)
  • Style (value, growth, income, momentum, index (passive), quantitative, ESG, contrarian, sector, theme or others)

Struggling with FIN 332 Trading in Financial Markets at UOW?

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UOW students often struggle with FIN 332 Trading in Financial Markets assignments because passive portfolio strategies, ETF selection, tracking error analysis, and ESG integration require strong financial theory and real-market application. Testing strategies on platforms like Capital.com, analysing iNAV arbitrage, and aligning answers with the marking rubric can be time-consuming. There is no need to worry, as Malaysia Assignment Help provides expert finance assignment help in malaysia aligned with UOW academic standards. For trust, students can review our expert-written marketing assignment samples. Order your FIN 332 assignment today through our online assignment help service and receive 100% original, data-driven work written only for you.

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