a 2,500 to 3,000word
research paper that reflects both an academic and a
professional viewpoint. Your paper will be written from one of the following perspectives:
● Mutual fund manager
● Portfolio manager
● Retirement planning manager
The body of your paper, not including a title page and any reference/citation pages, should be between
2,500 and 3,000 words. With a typical font and spacing, this will be approximately 10 to 12 pages.
Your paper should fulfill all of the following requirements:
● The paper should describe the specific responsibilities of the position as defined in the corporate
● The paper should analyze the political, economic, social, and technological (PEST) issues directly
impacting the position.
● The paper should explain the financial tools of valuation applicable to the position.
● The paper should describe the use of derivatives applicable to the position.
● The paper should identify and analyze the specific risk management approaches applicable to
meeting return objectives.
● To illustrate the risk management approaches, you should create a sample portfolio of investment
vehicles, with varying levels of risk. Be sure to work out the numbers, using appropriate formulas
based on your understanding of the position.
Your paper should conform to APA style in terms of intext
citations and the list of works cited. It should
display a clear style and proper grammar, spelling, and punctuation. It should discuss course concepts
accurately and effectively.
Copyright © 2013 by Thomas Edison State College. All rights reserved.
Below is a list of criteria that will be used to grade your paper:
● Focus: Does the paper address the questions or tasks?
● Completeness: Are all the elements of the assignment covered?
● Depth: Does the paper address the topic in sufficient depth? Does it include and apply the text
readings and other appropriate resources?
● Critical Thinking: Are the relevant concepts explored and analyzed at an appropriate level?
● Organization: Is the paper organized in a coherent and systematic manner? Are headings
● Clarity: Is the writing clear, and are the concepts articulated properly?
● Use of Resources: Are paraphrasing and synthesis of concepts the primary means of response to
the questions (as contrasted with excessive use of quotations)?
● References and Citations: Does the cite all sources used correctly (APA style) within the text? Are
all sources listed correctly on the Works Cited page? Does the paper adhere strictly to APA format?
Located within the Evaluation Rubrics section of the course Web site is the final paper rubric used to aid in
the grading of the final paper.