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  • Case Study - ETFs - Financial Dataset - Questions

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    Pallab Sarkar
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    An investment analyst has joined ABC Investment and their first task is to analyze data on ETFs provided in an Excel file. They must import the Excel file into a Jupyter Notebook using Python, write code to print all fund symbols where the year-to-date return is over 5%, print all fund families where the annual expense ratio is over 0.7%, and print all fund symbols to a file where the investment type is "Blend"

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    An investment analyst has joined ABC Investment and their first task is to analyze data on ETFs provided in an Excel file. They must import the Excel file into a Jupyter Notebook using Python, write code to print all fund symbols where the year-to-date return is over 5%, print all fund families where the annual expense ratio is over 0.7%, and print all fund symbols to a file where the investment type is "Blend"

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    7 views1 page

    Case Study - ETFs - Financial Dataset - Questions

    Uploaded by

    Pallab Sarkar
    An investment analyst has joined ABC Investment and their first task is to analyze data on ETFs provided in an Excel file. They must import the Excel file into a Jupyter Notebook using Python, write code to print all fund symbols where the year-to-date return is over 5%, print all fund families where the annual expense ratio is over 0.7%, and print all fund symbols to a file where the investment type is "Blend"

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
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    Case Study - ETFs - Financial Dataset

    Scenario:

    You have joined ABC Investment Pte. Ltd. as an investment analyst specializing in ETF investments.
    Your first task is to study the data provided in the file and to perform some operations on the data
    from the file using Python programming.

    Using the file Case Study - ETFs - Financial Dataset.xlsx, please answer the questions that follow:

    Task 1: Import the data file into a Jupyter Notebook using Python

    Task 2: Write a Python code to print all the fund_symbol for which fund_return_ytd is greater than
    5

    Task 3: Write a Python code to print all the fund_family if the fund_net_annual_expense_ratio is
    greater than 0.7

    Task 4: Write a Python code to print all the fund_symbol into a file if the investment type is Blend.

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