The a-s-s-e-s-s-m-e-n-t will be 2000 words long. Please see the questions shown

The a-s-s-e-s-s-m-e-n-t will be 2000 words long. Please see the questions shown in the screenshot. I will send you all info after being hired, eg PPTs, student access etc. Please send a draft in 12hrs -1 day time, day 2, and day 3 as well. + Will need to draft some questions to ask the teacher and revise base on feedback (Send bk ard in 1 day max)

An investment company of 35b usd Aum named (XYZ) , use to fund each project and

An investment company of 35b usd Aum named (XYZ) , use to fund each project and Investment by itself since they have the financial muscle and land access. Now they change the strategy where they want to partner with High Neche Family offices and Investment Companies who will invest with equity as well, that’s why they want to establish the Capital Formation Department to build the relationship with these Investment and equity partners.
In Few Pages can you please provide the content for the attached file.

s a recently qualified financial advisor, you are helping a client invest her £1

s a recently qualified financial advisor, you are helping a client invest her £100,000 inheritance. You plan to divide the client’s capital into 3 parts. The first part consists of only individual stocks. The second part employs only passive strategies by investing in ETFs and tracker funds. In the third part, capital is allocated to derivatives.
Before committing the fund, you decide to backtest the investment thesis and present a portfolio report to the client.
Required:
1. In the first part of the portfolio, choose minimum of 5 stocks. You can consider equity stock in any financial market, and choose any market available in Bloomberg, but you are limited to trade only equity stocks (no ETFs nor index funds) on major exchanges. You need to explain to the client choices of each stock. To convince her that these stocks are good financial bet, your analysis and discussion should include aspects such as: choice of a particular market; its overview and major characteristics; stocks’ valuation expectation of the stocks’ future performance; the criteria used to select stocks; capital allocation of each stock; reasons of allocation etc. Bloomberg equity screening function (EQS) can help with this task.
2. In the second part, choose minimum of 5 ETFs or index funds. Justify your selection, apply the same analysis and rationale as above. But you are limited to trade only ETFs and index funds in this part.
3. In the third part, choose at least 1 option contract. The option can be a hedging position or a purely speculative position or both. If it is used for hedging, demonstrate how the position protect value of the overall portfolio. If the option position is speculative, explain your rationale and justify the investment thesis.
4. Backtest the portfolio using stock prices from 4th October to 6th December 2021, how did the portfolio perform against a chosen benchmark? What is return and risk of the portfolio? Please discuss which portfolio performs better during the back testing period, the benchmark or your portfolio? Explain in detail why the portfolio performs better (or worse) than the benchmark. Bloomberg portfolio management function (PORT) can help with this task.
5. As a quality assurance, present a scenario analysis to the client. Hypothetical analysis of the portfolio if a crisis (in scale similar to COVID-19 or the 2008 crisis) strikes. Is your portfolio crisis proof? Why? If not, how can you reduce exposure to a financial crisis. Analysis do not need to be quantitative, discursive discussion is fine.
This is an individual coursework, please complete it on your own. There is no word limit. But there is a page limit of 8 pages.

You need to imagine that you have borrowed a total of £1,000,000 at 2% interest

You need to imagine that you have borrowed a total of £1,000,000 at 2% interest p.a. in perpetuity and that invested this money with the aim of funding your retirement. You hold a portfolio with the following 10 investments:
You will be charged commissions/bid-offer spread of 0.25% of the stock’s purchase price. An Excel worksheet is available on Blackboard to help you keep track of your portfolio and its performance between

For this assignment, you are required to use publicly available information to a

For this assignment, you are required to use publicly available information to analyze a publicly listed company and prepare a report which provides an assessment of the company’s current position and future prospects, and which incorporates the use of a range of valuation models to arrive at an estimate of the company’s share price.The company to report on this semester is: Vinamilk (Vietnam Dairy Products JSC)
Company’s homepage: https://www.vinamilk.com.vn/en/
Reference style: RMIT Harvard (https://www.lib.rmit.edu.au/easy-cite/)

1.A brief description of the company, its business(es), location(s), size (asset

1.A brief description of the company, its business(es), location(s), size (assets, market
cap.), earnings, ratings, (e.g. S&P, Moody’s), the exchange(s) on which it is represented,
history of trading (including date of first listing, volumes and degree of volatility as
available). (1 page)

1.A brief description of the company, its business(es), location(s), size (asset

1.A brief description of the company, its business(es), location(s), size (assets, market
cap.), earnings, ratings, (e.g. S&P, Moody’s), the exchange(s) on which it is represented,
history of trading (including date of first listing, volumes and degree of volatility as
available). (1 page)

Submit your final project here (Microsoft Word) Valencia College Personal Invest

Submit your final project here (Microsoft Word)
Valencia College
Personal Investments
FIN 2010 (CRN)
Guidelines for Report / Presentation
1. Pick a publicly traded company on NYSE
2. Report length minimum 15-20 pages double spaced (more if needed); Times New Roman (12 point)
3. APA format, the most recent edition: see website Purdue Owl. Use in-text citations.
4. Use finance websites: MSN Finance, Yahoo Finance, Hoovers, etc. Also use company’s home page or any other finance Business Week, Forbes,etc.
5. Copy and paste financial information only! Explain concepts, discuss increases and decreases. DO NOT copy information directly from the source! Put all narrative in your own words!
6. Use template as a guide, see topics and examples
Attachments
FIN 2010 -26849 Finance Report.docx
Rubric
Final Paper Rubric
Final Paper Rubric
Criteria Ratings Pts
This criterion is linked to a Learning OutcomeOrganization
10 pts
Exemplary
Writing shows high degree of attention to logic and reasoning of points. Unity clearly leads the reader to the conclusion and stirs thought regarding the topic.
7 pts
Above Average
Writing is coherent and logically organized with transitions used between ideas and paragraphs to create coherence. Overall unity of ideas is present.
4 pts
Adequate
Writing is coherent and logically organized. Some points remain misplaced and stray from the topic. Transitions evident but not used throughout essay.
1 pts
Inadequate
Writing lacks logical organization. It shows some coherence but ideas lack unity. Serious errors.
0 pts
No Marks
No Submission.
10 pts
This criterion is linked to a Learning OutcomeContent
60 pts
Exemplary
Content indicates synthesis of ideas, in-depth analysis and evidences original thought and support for the topic. Main points well developed with high quality and quantity support. Reveals high degree of critical thinking.
45 pts
Above Average
Content indicates original thinking and develops ideas with sufficient and firm evidence. Main points well developed with quality supporting details and quantity. Critical thinking is weaved into points.
30 pts
Adequate
Content indicates thinking and reasoning applied with original thought on a few ideas. Main points are present with limited detail and development. Some critical thinking is present.
15 pts
Inadequate
Shows some thinking and reasoning but most ideas are underdeveloped and unoriginal. Main points lack detailed development. Ideas are vague with little evidence of critical thinking.
0 pts
No Marks
No Submission.
60 pts
This criterion is linked to a Learning OutcomeGrammar & Spelling
15 pts
Exemplary
Essay is free of distracting spelling, punctuation, and grammatical errors; absent of fragments, comma splices, and run-ons.
12 pts
Above Average
Essay has few spelling, punctuation, and grammatical errors allowing reader to follow ideas clearly. Very few fragments or run-ons.
8 pts
Adequate
Most spelling, punctuation, and grammar correct allowing reader to progress though essay. Some errors remain.
5 pts
Inadequate
Spelling, punctuation, and grammatical errors create distraction, making reading difficult; fragments, comma splices, run-ons evident. Errors are frequent.
0 pts
No Marks
No Submission.
15 pts
This criterion is linked to a Learning OutcomeStyle & Format
15 pts
Exemplary
Shows outstanding style going beyond usual college level; rhetorical devices and tone used effectively; creative use of sentence structure and coordination. Meets all formal and assignment requirements and evidences attention to detail; all margins, spacing and indentations are correct; essay is neat and correctly assembled with professional look.
12 pts
Above Average
Attains college level style; tone is appropriate and rhetorical devices used to enhance content; sentence variety used effectively. Meets format and assignment requirements; margins, spacing, and indentations are correct; essay is neat and correctly assembled.
8 pts
Adequate
Approaches college level usage of some variety in sentence patterns, diction, and rhetorical devices. Meets format and assignment requirements; generally correct margins, spacing, and indentations; essay is neat but may have some assembly errors.
5 pts
Inadequate
Mostly in elementary form with little or no variety in sentence structure, diction, rhetorical devices or emphasis. Fails to follow format and assignment requirements; incorrect margins, spacing and indentation; neatness of essay needs attention.
0 pts
No Marks
No Submission.
15 pts
Total Points: 100

The a-s-s-e-s-s-m-e-n-t will be 2000 words long. Please see the questions shown

The a-s-s-e-s-s-m-e-n-t will be 2000 words long. Please see the questions shown in the screenshot. I will send you all info after being hired, eg PPTs, student access etc. Please send a draft in 12hrs -1 day time, day 2, and day 3 as well. + Will need to draft some questions to ask the teacher and revise base on feedback (Send bk ard in 1 day max)

HW 2 problems are from Chapter 3 and Chapter 4. Please note that you do not have

HW 2 problems are from Chapter 3 and Chapter 4. Please note that you do not have to turn inthe answers for “Concept Review Problems”. But those questions are helpful for reviewing coursematerials and preparing for quizzes and exams.Chapter 3Concept Review ProblemsEnd-of-chapter problems 1, 2, 3, 5, 6, 9, 10“Turn-In” ProblemsEnd-of-chapter problems 15, 16, 17 (a) and (b), 20, 21, 22Chapter 4Concept Review ProblemsEnd-of-chapter problems 1, 3, 5, 8, 9, 10“Turn-In” ProblemsEnd-of-chapter problems 13, 14, 18, 19 WILL SEND PICS Of QUESTIONS