The Bombay Stock Exchange: Liquidity Enhancement Incentive Programmes
Portfolio Proposal: Spreadsheet Appendix
Calculate the potential price impact of extrinsic and intrinsic factors, and expected mitigated risk value of recommended derivative instruments. Present this information in your spreadsheet, and include it as an appendix.
Portfolio Proposal: Financial Considerations
Evaluate potential gains and losses under best- and worst-case scenarios for each instrument recommended, using data to support your claims. Include charts, graphs, and tables to show this information.
Discuss implications associated with accurately and ethically representing gains and losses and explain how you plan to mitigate potential ethical risks.
Portfolio Proposal: Ethical and Professional Standards
Discuss which elements of the CFA Institute’s Code and Standards specifically should be considered in relation to the instruments recommended in the context of the portfolio objectives.
Portfolio Proposal: Conclusion
Discuss how the recommended derivative instruments will present opportunities to achieve the portfolio objectives and increase shareholder value.