Investment analysis report

Investment analysis report: FIN 640 Milestone Three Guidelines and Rubric

Overview: For your final project, the CEO has asked you, the new investment manager of XYZ Tech Company, to produce an investment analysis report. You will prepare an investment analysis report for the company, portfolio analysis template, a complete portfolio, and a justification of your investment strategies in an executive summary.

For this last milestone, due in Module Seven, you will first complete your portfolio by comparing the risk/return trade-off on the investments you are compiling. Then, as part of the beginning of your executive summary, you will describe how your investments performed on both an absolute and relative (index or benchmark) basis. You will also assess investment performance for the seven securities by calculating the portfolio’s overall investment performance and briefly note how each security contributed to the portfolio’s performance.

Prompt: First, review your completed portfolio analysis template to access the financial data you gathered for the seven securities in your investment portfolio. Forecast each company’s future revenues and earnings growth and analyze the risk and return tradeoff for these investments.

In a 2- to 3-page paper, complete your portfolio by comparing the risk/return trade-off of the investments and then, in beginning your executive summary, describe how making these investments will position the company to generate an attractive absolute and relative investment performance and assess investment performance utilizing specific performance measurements.

Specifically, the following critical elements must be addressed:

II. Portfolio: With your company and market analysis in mind, construct a complete portfolio that includes the following:

D. Compare the risk/return trade-off on the investments. Keep in mind the rates of return for shareholders on the proposed investment portfolio.

III. Executive Summary: Justify your investment strategies in a summary, utilizing your company and market analysis and portfolio for support. Include the following in your justification:

A. Describe how making these investments will position the company to generate an attractive absolute and relative investment performance. Support with examples.

C. Assess investment performance utilizing specific performance measurements.

Support your responses with the data from the portfolio analysis template and other information you have gathered from the financial resources you have consulted in this course. Be sure to apply instructor feedback on this milestone to your final project.

Get 20% Discount on This Paper
Pages (550 words)
Approximate price: -

Try it now!

Get 20% Discount on This Paper

We'll send you the first draft for approval by at
Total price:

How it works?

Follow these simple steps to get your paper done

Place your order

Fill in the order form and provide all details of your assignment.

Proceed with the payment

Choose the payment system that suits you most.

Receive the final file

Once your paper is ready, we will email it to you.

Our Services

Australia Assessments has gained an international reputation of being the leading website in custom assignment writing services. Once you give us the instructions of your paper through the order form, we will complete the rest.


Essay Writing Services

As we work towards providing the best custom assignment services, our company provides assignment services for any type of academic essay. We will help you develop professionally written essays that are rich in content and free from plagiarism.


Admission and Business Papers

Our skilled team of professional writers will ensure that we help you craft a remarkable admission essay for your desired Master's program in your institution of choice. We won't stop there. Once you enter the job market, we will be available to secure you a position at your desired worksite by creating an outstanding portfolio or resume.


Editing and Proofreading

Our editorial team is always available for all editing and proofreading services. They check completed papers by our writers and also provide professional opinions to papers completed by our clients.


Technical papers

We harbor professional academic writers with different qualifications in diverse academic fields. As such, we are capable of handling both simple and technical papers. Ensure that you provide us with correct and complete instructions in the order form.