Assessment One Individual Dashboard Presentation
Assessment One Individual Dashboard Presentation
Title: Performance Analysis Dashboard for a Balanced Investment Portfolio
Objective:
Students will create and present a dashboard that demonstrates their ability to derive and analyze business intelligence from enterprise-wide systems. The focus will be on the performance of a balanced portfolio managed by an investment manager, consisting of 12 investments.
Description:
Each student will design an interactive dashboard that showcases the performance of a balanced investment portfolio. The dashboard should include key performance indicators (KPIs), visualizations, and relevant insights that an investment manager would use to make strategic decisions. Students will then present their dashboard in a 10-minute presentation, explaining the design, the data insights, and how it can be used for strategic decision-making.
Components to Include in the Dashboard:
Portfolio Overview:
Total value of the portfolio
Allocation percentages for different asset classes (e.g., equities, bonds, real estate, commodities)
Historical performance (e.g., time-series line chart)
Individual Investment Performance:
Performance metrics for each of the 12 investments (e.g., ROI, volatility, risk-adjusted return)
Comparative analysis (e.g., bar charts or heatmaps)
Risk and Return Analysis:
Sharpe ratio, Beta & Alpha risk metrics
Sector and Geographic Distribution:
Sector-wise allocation and performance
Assessment Criteria:
Dashboard Design (30%):
Clarity and usability of the dashboard
Appropriate use of visualizations and KPIs
Overall aesthetic and professional appearance
Data Analysis and Insights (40%):
Depth of analysis and relevance of insights
Use of appropriate metrics and data sources
Ability to interpret and explain the data
Presentation Skills (20%):
Clarity and coherence of the presentation
Ability to engage the audience
Time management and coverage of key points
Technical Proficiency (10%):
Use of tools (e.g., Excel, Power BI, Tableau)
Submission Details:
Format: Digital dashboard (can be created using tools like Excel, Power BI, Tableau, etc.)
Duration: 10-minute presentation
Submission Date: [Specify Date]
Presentation Date: [Specify Date]
Guidelines:
Students should use real or simulated data for their portfolio.
The presentation should highlight how the dashboard can aid in strategic decision-making for an investment manager.
Students should be prepared to answer questions about their dashboard and the insights derived.
