FIN 413: Case Study Rubric
Name:
Holistic evaluation (10 points) Your Points Total Possible Points
The report is neat, well-organized, well-structured, and easy to follow. 5
Format: name, date, class section, 8-10 pages long, single-spaced, 12 Pts, double-sided, stapled, page numbers. 3
The report is generally free of grammar or spelling errors, reads like an outstanding report. Consistent and accurate usage of terms. 2
10
Part I (40 points)
Includes all the information listed in (i) a. correctly. 6
Includes all the information listed in (i) b. correctly. 2
Includes all the information listed in (i) c. correctly. 4
i) Exhibits a histogram as instructed. 5
i) Explains the histogram as instructed. 5
ii) Computes the cumulative returns corrrectly. 10
iii) Includes the cumulative return plot as instructed. 4
iii) Provide adequate comments. 4
40
Part II (60 points)
(i) a. Includes all the information listed correctly. 5
(i) b. Includes all the information listed correctly. 5
(ii) c. Includes a correct correlation matrix. 5
(ii) Explains the correlations in 2-3 sentences. 5
(iii) a. Includes all information listed. 5
(iii) b. Includes all information listed. 5
(iii) c. Includes all information listed. 5
(iv) Repeat the process in (iii) with the industry portfolio 5
(iv) Provides explanation answer the question. 5
(v) a. Includes all information listed. 5
(v) b. Plots the CAL correctly. 5
(v) c. Explains the findings in 1-paragraph. 5
