explination about ive passive equity portfolio

CALF 3 2026

Explain five passive equity portfolio management strategies and discuss how you will select an ETF as part of your strategy. Illustrate and conclude your answer with an application. Test your strategies and recommendations via Capital.com or any other platform. You can also use Capital IQ to calculate the historical performance and calculate the long-term performance. Students are free to choose any technique including buy and hold or tracking an index. For the ETF section, students can test whether arbitrage exists by using Intraday Net Asset Value (iNAV).

Students are expected to demonstrate the importance of ESG data whilst implementing preferably 5 passive equity portfolio management strategies.

Analyze the importance of a taxonomy establishing a list of environmentally sustainable economic activities and its role in aiding sustainable investment.

Discuss the role ESG data plays in equity portfolio management.

Check ESG Rating Agencies such as Sustainalytics that provides ESG ratings and research to help investors understand and manage ESG risks and opportunities. MSCI evaluates companies on ESG factors and assigns ratings that help investors make informed decisions. Other evidence will be compliance to green bonds or ISO 14001.

Hint:

Passive portfolio strategies: Buy and hold & indexing

Three basic techniques: Full replication, Sampling & Quadratic optimization or programming

Must show tracking error

Explain the Top-Down Investment Process used for example the volatility caused by US president such as Trump.

Strategic Asset Allocation (example weights)

Investor Profile

Equity

Bonds

Alternatives

Cash

Conservative

30%

55%

10%

5%

Balanced

50%

35%

10%

5%

Aggressive

75%

15%

10%

Limits to Arbitrage

Price Discovery and Informational Efficiency of ETFs

ETF as a Cause of Liquidity Crisis for its Underlying Constituents

Creation and Redemption through Fund Flows and Price Manipulation

Volatility and Volatility Spillover

Sector rotation strategies (Low PE for undervalued stock, growth stocks or others)

Style (value, growth, income, momentum, index (passive), quantitative, ESG, contrarian, sector, theme or others)

The structure of the report must follow the following guidelines.

  • Executive summary or synopsis
  • Introduction
  • Market view
  • Trading strategy
  • Performance analysis
  • Conclusion.
  • -Buy & Hold strategy, 3 for Index (full replication, sampling and optimization) and one for ETF. This will be five.

  • Requirements: 1200 words max

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