Investments and Portfolio Management-Free-Samples for Students

Question: Explain how you can use Investment tools and Concepts to allocate and utilize funding. Discuss and Provide recommendation on the proposals listed in Case Study. Answer: Introduction: The overall assignment mainly aims in helping Mr W for improving its overall return from investment to support its financial obligations in near future. Furthermore, Mr W is facing relative difficulties in securing a high paying job, which is hindering his ability to support its familys requirements. Therefore, Mr W is aiming to increase the overall return from investment by saving the 1.8 million by investing. The assignment portrays the overall investment strategy, which is recommended by Ms Shelly for increasing the overall profitability from investment. Moreover, the second proposal was provided by Mr. Trevor, who recommend for a different type of investments that could help generate higher returns from investment. Profiling: The profiling mainly helps in understanding the overall condition of Mr W, who needs different toes of monetary benefits, which could help in generating higher revenue from investment. Therefore, the main concern of Mr W is to fulfil his family needs, which could only be supported by balanced fund investments. However, there is a possibility, where Mr W will not able to find another high paying job. Moreover, Mr W has some past investment experience, which could hamper its family expenses. Hence, the overall portfolio that is needed by Mr W mainly consists of secure and steady stream of income that could support its long-term course. Two investment proposals: There are two different types of investment schemes, which are provided to Mr W for supporting its overall return from investment. The first investment options were mainly provided by Ms Shellys, who have depicted the investment schemes on PER for a period of 4 years. This investment scheme could mainly allow Mr W to generate the required return of 3% every quarter. This eventually allowed the organisation to generate the required return for supporting its activities. Moreover, the investment allows investors to support its returns, which could help in increasing its profitability. Furthermore, the investment schemes allow the investors to support Mr W financial obligations. Therefore, the fund could allow Mr W to adequately withdraw and increase the fund on each quarter. These measures could mainly allow Mr W to adjust its investment according to his requirements, while increasing or decreasing its investment objectives. Mr Trevors, who mainly states that Mr W should invest of SGD 1 million to GNB, mainly provides the second investment recommendations. The investment in GNB will mainly be tailored, which could directly allow the organisation to generate the required profitability from investment. This could eventually help Mr W to support its future endeavours and activities concerning his activities. Moreover, GNB would maintain an adequate portfolio with a weight of local stocks (45%), cash deposits and foreign currencies (10%), bonds (10%) and foreign stocks including the US and EU (35%). Te recommendation portfolio could mainly allow Mr W to adequately support and generate the return for supporting his familys operations. This recommendation could directly allow the organisation to support its return. Recommendations: The overall appendix 1 mainly helps in identifying the relevant recommendation, which could be used by Mr W for effectively improving the returns from investment. The recommendation is mainly conducted to acquire investments in Mr Trevors suggestion and Ms Shellys. The investments of SGD 1,300,000 could be conducted in GNB portfolio, which will segregate the interments in different weights consisting of local stocks (45%), cash deposits and foreign currencies (10%), bonds (10%) and foreign stocks including the US and EU (35%). Furthermore, the investments in the GNB controlled portfolio could eventually allow Mr W to support its future endeavours. This could eventually help the activities and generate the required return from investment. Furthermore, Mr W could adequately utilise the other SGD 500,000, which might be invested in Ms Shellys proposal. This segregation of the investment could eventually allow Mr W to generate the required return to support its activities. Thus, the segr egation could eventually allow Mr. W could adequately support its activities and reduce the overall risk from investment. In this context, Bodie, Kane Marcus (2014) mentioned that segregation of portfolio mainly allows investors to increase their return from investment and generate higher revenue. Therefore, returns provided by the recommended investment could eventually allow the organisation for generating higher revenue from investment. Potential Outcomes: Moreover, with the help of appendix 1, relevant outcomes from the recommended investment could be identified. Therefore, the investment could provide mainly a return of 9.68% from the investments within 4 years. Hence, the use of recommended investment criteria could allow Mr W to hedge its current exposure and generate the required profitability that could support its activities. The investment opportunities are provided a minimum of 5% and 4% retune, which could mainly allow Mr W to acquire the required retune for supporting his familys expenses in near future. Thus, a long-term investment could be provided on the recommended investment scheme for supporting its superannuation requirements References Bodie, Z., Kane, A., Marcus, A. J. (2014).Investments, 10e. McGraw-Hill Education. Colapinto, C., La Torre, D. (2015). Multiple Criteria Decision Making and Goal Programming for Optimal Venture Capital Investments and Portfolio Management. InMultiple Criteria Decision Making in Finance, Insurance and Investment(pp. 9-30). Springer International Publishing. De, S., Chakraborty, T. (2015). Foreign portfolio investment and stock market volatility in India.Indian Journal of Finance,9(1), 49-59. Hummel, J. M., Oliveira, M. D., e Costa, C. A. B., IJzerman, M. J. (2017). Supporting the Project Portfolio Selection Decision of Research and Development Investments by Means of Multi-Criteria Resource Allocation Modelling. InMulti-Criteria Decision Analysis to Support Healthcare Decisions(pp. 89-103). Springer International Publishing. Jordan, B. 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