I have uploaded all the instructions as well as previous assignments (milestone 1 – milestone 3).
Final Project:
For your final project, your will submit an investment analysis report for a hypothetical company, based on provided constraints and research of market and industry trends. The topics covered throughout the course will need to be utilized in order to demonstrate mastery of the knowledge and skill required of a corporate investment manager. Through research and calculations, you will be analyzing the company’s place in the financial market, constructing a portfolio, and compiling your findings in an executive summary to justify your investment strategies and decisions, along with evaluating the investment performances.
You will submit your Milestone 1, 2 and 3 edited from feedback and formatted as a single paper. Include your Excel spreadsheet as an embedded file in the Word doc.
You will expand your Executive Summary: include your work from Week 7 and add sections B, D, and E. You will combine your references into one list in alphabetical order.
Milestone 1, 2 and 3 edited from feedback and formatted as a single paper.
Excel spreadsheet as an embedded file in the Word document.
Executive Summary: 2-3-page paper (600-900 words), not counting titles, reference and long quotes.
Describe how making these investments will position the company within its industry in the market. Support with examples. From Week 7(milestone 3)
Explain the benefits of the investments to stakeholders. New
Assess investment performance utilizing specific performance measurements. From Week 7
Assess investment performance based on risk/return metrics, citing specific examples. New
Explain how the strategies implemented in the portfolio meet the company’s investment objectives. New
Reference list
https://www.morningstar.com/“Morningstar, Inc. is a leading provider of independent investment research” and “provides data on nearly 540,000 investment offerings.” As you review this web resource, search for each company using the “Quote” search bar and focus on the “Stock” and “Bonds” tabs. These two tabs will have the most information for your final project. You can research up to 10 years of financial data for the different stocks in your portfolio. The information can be downloaded into your portfolio analysis template for easier analysis and comparison/contrast.https://owl.purdue.edu/owl/subject_specific_writin…This article provides tips for writing an executive summary as well as examples and outlines.
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