## Case Study (FIN-325): International Portfolio Management

Category : Archieve

# Case Study (FIN-325): International Portfolio Management

Educational purposes only…

### Purpose

### Rules

**You need to use one username for the entire case study (i.e. same username for all three sections/portfolios).**

### Directions: Long Stock Positions

- EUR: at least 2 different stocks (2 points).
- GBP: at least 2 different stocks (2 points).
- CHF: at least 2 different stocks (2 points).
- CAD: at least 2 different stocks (2 points).
- MXN: at least 2 different stocks (2 points).
- AUD: at least 2 different stocks (2 points).
- CNY: at least 2 different stocks (2 points).
- SEK: at least 2 different stocks (2 points).
- RUB: at least 2 different stocks (2 points).
- NZD: at least 2 different stocks (2 points).
- SGD: at least 2 different stocks (2 points).
- MYR: at least 2 different stocks (2 points).
- ILS: at least 2 different stocks (2 points).
- IDR: at least 2 different stocks (2 points).

- EUR: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
- GBP: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
- CHF: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
- CAD: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
- AUD: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).

### Directions: Short Stock Positions

- EUR: at least 2 different stocks (2 points).
- GBP: at least 2 different stocks (2 points).
- CHF: at least 2 different stocks (2 points).
- CAD: at least 2 different stocks (2 points).
- MXN: at least 2 different stocks (2 points).
- AUD: at least 2 different stocks (2 points).
- CNY: at least 2 different stocks (2 points).
- SEK: at least 2 different stocks (2 points).
- RUB: at least 2 different stocks (2 points).
- NZD: at least 2 different stocks (2 points).
- SGD: at least 2 different stocks (2 points).
- MYR: at least 2 different stocks (2 points).
- ILS: at least 2 different stocks (2 points).
- IDR: at least 2 different stocks (2 points).

- EUR: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
- GBP: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
- CHF: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
- CAD: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
- AUD: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).

### Grading:

THIS ASSIGNMENT IS COMPLETELY VOLUNTARY.

THIS ASSIGNMENT IS NOT PART OF OUR REQUIRED COURSE CONTENT.

This assignment has a total of 100 points. 15% of these points can be added to any ONE of the exams.

For instance #1: Let’s assume you received 100 on this assignment. Then, you can add 15 points to any ONE of your exams.

For instance #2: Let’s assume you received 80 on this assignment. Then, you can add 12 points to any ONE of your exams.

For instance #3: Let’s assume you received 60 on this assignment. Then, you can add 9 points to any ONE of your exams.