- UMACTF-15-M: You have recently been appointed as a Financial Analyst for a leading investment bank in London: Corporate Financial Strategy Course Work, UWE, UK
- BAM5010: choose an organisation and make some recommendations for the delivery: Work Based Project Course Work, UOB, UK
- You are required to calculate ratios for Fresh Farms Ltd: financial Course Work, UK
- Understand the legal, ethical and theoretical context for health, safety and risk management: leadership and Management Course Work, UK
- P3 Describe the types of training and development used by a selected business: BTEC Business Extended Diploma Pearson Course Work, UK
- Describe how a selected business identifies training needs: BTEC Business Extended Diploma Pearson Course Work, UK
- Discuss your chosen business, background information and why you have chosen that business: BTEC Business Extended Diploma Pearson Course Work, UK
- Activity 7: Risk management in an organisation should be both sensible and proportionate to the level of risk involved: NEBOSH IDIP ID1 Research Paper Course Work, OU, UK
- Activity 6: Reviewing health and safety performance Critique your chosen organisation’s health and safety: NEBOSH IDIP ID1 Research Paper Course Work, OU, UK
- Activity 5: Management of contractors Review how your chosen organisation selects contractors and manages them while they are on site: NEBOSH IDIP ID1 Research Paper Course Work, OU, UK
- Activity 2: Preparing a brief research report on approaches to worker consultation: NEBOSH IDIP ID1 Research Paper Course Work, OU, UK
- Create an organisational risk profile for your chosen organisation: NEBOSH IDIP ID1 Research Paper Course Work, OU, UK
- Explain the differences between learning requirements and continuous professional development: Leadership and Management Assignment, UL, UK
- What steps, component parts and enabling tools would you use to develop a therapy: Advanced therapeutic medicinal products Course Work, TUM, UK
- CS3DS19: Construct a KNIME workflow to understand the data characteristics and quality, report: Data Science Algorithms and Tools Course Work, UOW, UK
- Explain how principles of support are implemented in health and social care practice: Diploma In Health And Social Care Level 5 Course Work, UK
- The UK Manufacturing UK LTD is facing an array of issues that require a sound understanding: Management Decision Making Assignment, USM, UK
- Identify sources of information and guidance about how to support a child or young person: child care diploma level 3 Course Work, OU, UK
- Explain why it is important to take full account of a child or young person’s level of understanding: Child care diploma level 3 Course Work, OU, UK
- Understand how to support children and young people who have experienced harm or abuse: child care diploma level 3 Course Work, OU, UK
You Need to Conduct an Investment Analysis and Prepare a Professional Report Stating which Sectors and Stocks You Would Invest In: UMADEQ-15-M Financial Investments in Practice Course work, MLU,UK
| University | Middlesex University London(MUL) |
| Subject | UMADEQ-15-M: Financial Investments in Practice |
Assessment task:
As an equity portfolio manager, you would like to invest your fund’s money partly in stocks and partly in government bonds. Your investment is expected to be held for at least one year before being rebalanced.
For your selection of stocks, you can choose either the UK or US stock exchange market.
You need to conduct an investment analysis and prepare a professional report stating which sectors and stocks you would invest in, your strategic asset allocation, and the key results from your quantitative analysis.
More specifically, you should conduct an analysis of the economy, of the sectors (industry), and then identify three stocks which you think should be bought.
Your analysis will be based on:
⦁ News on the economy, industry and the companies;
⦁ Economic trends;
⦁ Industry analysis (some comparative analysis);
⦁ Fundamental analysis;
⦁ Technical analysis;
⦁ Portfolio formation.
Please be aware that you are expected to follow the following format:
⦁ A professional factsheet of your portfolio, including some statistics of the equity component of your portfolio (some examples from Morningstar will be given to you during the course);
⦁ A macroeconomic analysis with a short professional economic outlook supported by the main economic indicators;
⦁ An industry analysis based on financial leverage, cyclicality, operating leverage and relative strength (sensitivity of the industry to the stage of the economic cycle, not Porter’s analysis);
⦁ A fundamental analysis for all of the companies in the form of: (i) a brief description of the company (one short paragraph); (ii) a summary of the main strengths that support a buy recommendation (2-3 points); (iii) a valuation using the discounted free cash flow model, the dividend valuation model (or residual income model when dividend valuation model not applicable) and price multiples model.
Do You Need Assignment of This Question
Are you looking for course work writing help for your UMADEQ-15-M: Financial Investments in Practice? Then don’t panic. UK Assignment Help have coursework expert team who are highly experienced to provide you 100% plagiarism free course work solution on finance assignment at low price.
Answer
