Epsilon Asset Management ( hereafter EAM) is a global asset manager which has a scale of operation that spans the global with offices in over 32 locations. Assume that you have recently joined EAM as an in-house analyst being in charge of the Exchange Traded Investment division. The board of management has tasked you with the responsibility of producing efficient portfolios by utilising 15 Exchange Traded Funds identified on page 2 of this document.The EAM has 140 customers consisting of institutional investors and high net-worth individuals.You are advised to note that the minimum required amount for a client to receive the service of EAM is USD 10 million. What it means is that you need to produce set of optimal portfolios, carrying the asset-mix for the minimum amount that is required for investing via the EAM.

This assignment requires TO report (s allocated for the executive summary and conclusion) covering Part I and Part II outlined below. The purpose of Part I of this assignment is to build your specific insights into the performance and operation of the 15 ETFs identified on pages 2 and 3.Yourdiscussion is expected to include how these ETFs haveperformed in the lead upto the COVID-19 pandemic event.This would also naturally include the evolving situation currentlyand its wider impacts on markets. As such the sample period selected for analysis covers a duration of around seven years and eight months ( i.e 1 January 2013 to 14 August 2020).

Writea reflective business report covering Part I and Part II outlined below.The purpose of PartI of this assignment is to build your general understanding of how the 15 ETFs identified below have performed in the lead up to the COVID-19 pandemic event. This includes the evolving situation and its wider impacts on markets. As such, the sample period covers a duration of around seven years and eight months ( i.e 1 January 2013 to 14 August 2020). This requires you to digest the Thompson Reuters reports on each of the 15 ETFs that we have appended to this document and write reflectively on the nature of the fund, the technical analysis over the last 3 years covering the performance of the ETF, the asset allocation feature and the performance analysis (calendar and cumulative analysis).