Equity Analyst Project: Individual Asset Allocation Exercise


To enable the student to demonstrate proficiency in the first stage of a top-down, three-stage valuation analysis: analysis of investment prospects in the U.S. macroeconomy.

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This individual assignment involves an analysis of general economic conditions or systematic risk, i.e., the risk that affects all industries and companies, in the U.S. macroeconomy. You will be asked to determine in percentage terms an optimal allocation of $1,000,000 among the following three asset classes: U.S. equities, U.S. Treasury bonds, and cash. The goal is to maximize your expected return over the next 12 months. You will be asked to write a 1- to 2-page paper providing your analysis of the asset classes’ prospects and your justification of your allocation among them.

Action Items

  1. Read the Equity Analyst Projectdescription and project document.
  2. Conduct any necessary research so that you can make a proper analysis.
  3. Write a 1- to 2-page paper that provides your analysis of the three asset classes’ prospects and your justification of your allocation among them. Format your paper according the Academic Paper Guidelines.

Submission Instructions

Prior to the start of class (or Meet session), upload your paper using the Submit tool.

Bring a copy of paper to class to use in an activity.

Grading Criteria

Points Earned
At the graduate level, the emphasis in grading is on the content, context and/or process of assignments.
Points for Expected Graduate Performance
Assignment Meets All Requirements
Points for Superior Graduate Performance
Assignment Significantly Exceeds Requirements
Analysis (75%)
The data correctly analyzed and the proper conclusions drawn. Proper references used to support the conclusions.
25 – 26 30
Mechanics (25%)
Appropriate grammar, sentence structure, and word choice present; typographical and spelling errors absent; correct formatting guidelines for assignment followed.
8 – 9 10
Total 33 – 34 40


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