- Level 4 Managing Resource Constraints in Health & Social Care – Report
- Adult Care Services: Innovation, Growth, and Person-Centred Provision
- MN3042QA Assignment 2: Business Report: Analysis and Recommendations for a UK-Based SME
- The Role, Skills and Behaviours of Strategic Leadership
- D/615/3823 An Introduction to Health and Social Care: Roles & Regulations | Qualifi – Level 3
- Financial Performance Analysis of Savory Snacks Company: Report for Tech-4-U Ltd
- UNIT CMI 502 Assessment Brief: Principles of Developing, Managing and Leading Individuals and Teams to Achieve Success
- CMI Level 6 Unit 601 Impact Of Organizational Context On Management And Leadership Practices
- Public Heath Policy And Promotion: Strategies, Influencing Factors, And Campaign Implementation
- Case Study Of Organisational Restructuring At Greenwood University | Individual Report
- Organisational Performance In Automobile Industry – Innovation, Technology and Sustainability
- BTEC Unit 19 – Examine appropriate research methodologies and methods to identify those appropriate to the research process : Research Project, Report, UK
- UNIT CMI 706: Designed to enable leaders to evidence their understanding of the scope, complexity and role of Finance within an organisational context: Finance for Strategic Leaders, Report, UK
- You are required to prepare a 5-year strategy review to shareholders for evaluating the business simulation: 5-year strategy review to shareholders, Report, UOEL, UK
- Evaluate the concept of evidence-based practice and assess how approaches to evidence-based practice: Evidence – based practices, Report, UOH, UK
- A description of the structure of each organ in the digestive system including mechanical: Structure of the Human digestive system and nutrition Report, UK
- Analyse the differing resource requirements of the three profiled businesses in different sectors: Resource Management Report, UU, UK
- MS4S09: You must use R to perform your statistical analyses and a formal report summarising your output: machine learning Report, UK
- The SMT eventually recognise that they need to do more to protect the health and safety of their workers: reseach report, UK
- Each group will produce a Scheme Design Presentation in PowerPoint. The presentation will articulate: structural Analysis Report, UWE, UK
UMADEQ-15-M: As an equity portfolio manager, you would like to invest your fund’s money in stocks: Financial Investments in Practice Report, UWE, UK
University | University of the West of England (UWE) |
Subject | UMADEQ-15-M: Financial Investments in Practice |
Assessment task:
As an equity portfolio manager, you would like to invest your fund’s money in stocks. 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 (but only from one market).
You need to conduct an investment analysis and prepare a professional report stating which sectors (3 sectors are required for diversification) 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 (industries), and then identify three stocks that you think should be bought. Your analysis will be based on:
1) News on the economy, industry, and the companies;
2) Economic trends;
3) Industry analysis
4) Fundamental analysis;
5) Technical analysis;
In your report, you should also clearly state your investment philosophy or strategy.
Please be aware that you are expected to follow the following format:
1) A short discussion (no more than one page) of your strategy and choice of portfolio composition (no factsheet but possibly mentioning some relevant statistics);
2) A macroeconomic analysis with a short professional economic outlook supported by the main economic indicators;
3) 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);
4) 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 reasons); (iii) a valuation using the discounted free cash flow model and price multiples model (only these 2 models).
5) A technical analysis for the index and only two of the companies, presented in a short professional report;
6) An appendix with all relevant information and data used.
Do You Need Assignment of This Question
Attention UK students at the University of the West of England (UWE)! Are you seeking assignment writing help and Homework Writing Help for your UMADEQ-15-M: Financial Investments in Practice report? Look no further! Our expert team is here to provide you with the support you need to excel in your course. In this assignment, you will take on the role of an equity portfolio manager and make investment decisions for your fund’s money in stocks.
Our experienced professionals, well-versed in financial investments, can assist you in crafting a comprehensive and well-researched report. Pay our experts to receive top-quality assistance and showcase your expertise in financial investments. Let us help you make informed decisions and achieve academic success at UWE. Contact us today and let our experts provide you with exceptional assignment writing help and reliable homework writing services!