Persistent Link:
http://hdl.handle.net/10150/245072
Title:
A Personal Approach to Investing
Author:
Beckett, Michelle Caitlin
Issue Date:
May-2012
Publisher:
The University of Arizona.
Rights:
Copyright © is held by the author. Digital access to this material is made possible by the University Libraries, University of Arizona. Further transmission, reproduction or presentation (such as public display or performance) of protected items is prohibited except with permission of the author.
Abstract:
The purpose of the analysis was to apply financial investment strategies to an investment fund owned by the University of Arizona’s Department of Finance. Strict guidelines were set in place by the Investment Policy Statement and followed accordingly. The completed activities helped to reinforce the business curriculum taught in the regular courses in a team setting; this allowed for improved leadership, presentation, and decision-making skills. Research groups were formed and given specific industry sectors to follow. Emphasis was placed on historical asset returns as well as the current economic market structure when applying the investment process and asset allocation concepts. The investment process included four major steps: determining investment objectives, developing asset allocation strategies, portfolio construction and implementation, and ongoing portfolio management. Using the steps highlighted in the Portfolio Management Process resulted in a "top down" method for asset and sector selections and a "bottom up” method for individual security selections. Several relative and absolute valuation methods were learned and applied to both the fixed income and equity markets. Integrity and ethics were also a major focus throughout the year, especially given the weakened state of the financial industry due to these principles being previously compromised.
Type:
text; Electronic Thesis
Degree Name:
B.A.
Degree Level:
bachelors
Degree Program:
Honors College; Finance
Degree Grantor:
University of Arizona

Full metadata record

DC FieldValue Language
dc.language.isoenen_US
dc.titleA Personal Approach to Investingen_US
dc.creatorBeckett, Michelle Caitlinen_US
dc.contributor.authorBeckett, Michelle Caitlinen_US
dc.date.issued2012-05-
dc.publisherThe University of Arizona.en_US
dc.rightsCopyright © is held by the author. Digital access to this material is made possible by the University Libraries, University of Arizona. Further transmission, reproduction or presentation (such as public display or performance) of protected items is prohibited except with permission of the author.en_US
dc.description.abstractThe purpose of the analysis was to apply financial investment strategies to an investment fund owned by the University of Arizona’s Department of Finance. Strict guidelines were set in place by the Investment Policy Statement and followed accordingly. The completed activities helped to reinforce the business curriculum taught in the regular courses in a team setting; this allowed for improved leadership, presentation, and decision-making skills. Research groups were formed and given specific industry sectors to follow. Emphasis was placed on historical asset returns as well as the current economic market structure when applying the investment process and asset allocation concepts. The investment process included four major steps: determining investment objectives, developing asset allocation strategies, portfolio construction and implementation, and ongoing portfolio management. Using the steps highlighted in the Portfolio Management Process resulted in a "top down" method for asset and sector selections and a "bottom up” method for individual security selections. Several relative and absolute valuation methods were learned and applied to both the fixed income and equity markets. Integrity and ethics were also a major focus throughout the year, especially given the weakened state of the financial industry due to these principles being previously compromised.en_US
dc.typetexten_US
dc.typeElectronic Thesisen_US
thesis.degree.nameB.A.en_US
thesis.degree.levelbachelorsen_US
thesis.degree.disciplineHonors Collegeen_US
thesis.degree.disciplineFinanceen_US
thesis.degree.grantorUniversity of Arizonaen_US
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