Dedicated  research  report   Choose  one  of  the  areas  in  mutual  fund  industry  and  conduct  a  short  synopsis  on  the   topic.     1. [Structured  asset  in  China]  How  should  you  value  the  structured  fund?  How  are  A-­‐ shares  and  B-­‐shares  valued?  Take  an  example  and  show  how  the  valuation  is  done   and  check  out  the  data  to  see  if  your  valuation  differs  from  what  is  happening   empirically.   2. [Careers  for  fund  managers]  How  do  the  fund  managers  get  their  jobs?  Track  the   career  for  the  fund  manager  of  your  interest  and  detail  how  he/she  gets  there.   Please  also  include  an  evaluation  of  how  he/she  does  in  his/her  career.   3.  [Structured  asset  in  China]  Collect  a  comprehensive  sample  of  structured  asset  in   China  and  try  to  categorize  the  funds.   4. [Portfolio  methods  in  action:  return  gap]  Choose  a  fund  of  your  interest.  Perform  the   evaluation  analysis  that  you  learn  in  the  class.  Also,  check  out  its  portfolio  holdings  to   see  if  their  proposed  strategy  fits  the  words  of  their  mouth.  Check  out  the  portfolio   holdings  to  see  if  the  fund  generates  positive  return  gaps.  (The  analysis  should  run   for  multiple  periods.)   5. [Index  funds  in  China]  Choose  an  index  fund  of  your  interest.  Perform  the  evaluation   analysis  that  you  learn  in  the  class.  Does  past  performance  predict  future   performance  for  the  fund?  (You  could  easily  replicate  the  study  for  many  different   funds.  Try  that  for  extra  credits)   6. [Interviews]  Choose  a  fund  of  your  interest.  For  this  report  to  work,  you  should  try  to   find  a  star  manager  that  frequently  is  interviewed.  Perform  the  evaluation  analysis   that  you  learn  in  the  class.  Also,  look  for  interviews  of  the  fund  manager  and  see  if   his/her  portfolio  fits  what  he/she  says  in  the  magazines/video  clips.  (Hint:  Some  fund   companies  frequently  report  the  interviews  on  their  websites.)   Your  reports  should  consist  of  the  following  components:   0. Summary:  You  need  to  be  able  to  summarize  your  findings  in  less  than  100  words.   1. Text:  Detailing  what  you  f.

1. Dedicated
research
report
Choose
one
of
the
areas
in
mutual
fund
industry
and
conduct
a
short
synopsis
on
the
topic.
1. [Structured
asset
in
China]

2. How
should
you
value
the
structured
fund?
How
are
A-­‐
shares
and
B-­‐shares
valued?
Take
an
example
and
show
how
the
valuation
is
done
and
check
out
the
data
to
see
if
your

3. valuation
differs
from
what
is
happening
empirically.
2. [Careers
for
fund
managers]
How
do
the
fund
managers
get
their
jobs?
Track
the
career
for
the
fund
manager
of
your
interest
and

4. detail
how
he/she
gets
there.
Please
also
include
an
evaluation
of
how
he/she
does
in
his/her
career.
3.
[Structured
asset
in
China]
Collect
a
comprehensive
sample
of
structured
asset
in

5. China
and
try
to
categorize
the
funds.
4. [Portfolio
methods
in
action:
return
gap]
Choose
a
fund
of
your
interest.
Perform
the
evaluation
analysis
that
you
learn
in
the
class.
Also,
check
out

6. its
portfolio
holdings
to
see
if
their
proposed
strategy
fits
the
words
of
their
mouth.
Check
out
the
portfolio
holdings
to
see
if
the
fund
generates
positive
return
gaps.
(The
analysis
should

7. run
for
multiple
periods.)
5. [Index
funds
in
China]
Choose
an
index
fund
of
your
interest.
Perform
the
evaluation
analysis
that
you
learn
in
the
class.
Does
past
performance
predict
future

8. performance
for
the
fund?
(You
could
easily
replicate
the
study
for
many
different
funds.
Try
that
for
extra
credits)
6. [Interviews]
Choose
a
fund
of
your
interest.
For
this
report
to

9. work,
you
should
try
to
find
a
star
manager
that
frequently
is
interviewed.
Perform
the
evaluation
analysis
that
you
learn
in
the
class.
Also,
look
for
interviews
of
the
fund
manager
and

10. see
if
his/her
portfolio
fits
what
he/she
says
in
the
magazines/video
clips.
(Hint:
Some
fund
companies
frequently
report
the
interviews
on
their
websites.)
Your
reports
should
consist
of
the

11. following
components:
0. Summary:
You
need
to
be
able
to
summarize
your
findings
in
less
than
100
words.
1. Text:
Detailing
what
you
find
2. Discussion:
What
else
could
be
done
if
given

12. more
time
and
more
data?
I
know
this
list
could
go
endlessly
even
for
great
articles,
but
please
try
to
point
out
at
least.
3. References:
List
sources
of
your
ideas/sentences/data

13. Grading
guidelines:
I
look
for
evidence
of
efforts
and
originality.
Careful
presentation
of
data
and
professional
writing
will
guarantee
a
decent
grade.
When
you
lay
out
an
argument,

14. try
to
persuade
in
a
reasonable
and
economic
way.
Support
every
view
with
a
fact.
Don’t
throw
in
something
that
people
say
as
given.
It
is
possible
to
obtain
a
very

15. high
grade
on
this
part
(90+),
but
you
will
need
to
make
a
great
report.
Good
report
=
creative
idea
+
careful
collection
of
data
+
convincing
analysis
+
a

16. good
understanding
on
what
else
can
be
done.
Please
upload
the
report
along
with
all
the
data
needed
for
your
report
in
a
ZIP
file.
You
need
to
submit
your
report

17. in
the
word
(even
better,
PDF)
format.
The
document
itself
should
be
no
longer
than
4
pages
single-­‐spaced
(excluding
tables,
figures,
graphs
and
any
supporting
materials).