Developing an Investment Portfolio: Strategies, Performance Evaluation, and Recommendations

Developing an Investment
Portfolio

Contents
Executive Summary.........................................................................................................................3
Body (Main contents)......................................................................................................................4
Introduction..................................................................................................................................4
Research.......................................................................................................................................4
Analysis.......................................................................................................................................6
Capital Allocation Strategies.......................................................................................................6
Explanatory statement for choosing specific investment............................................................8
Evaluation of performance of portfolio of Dendy Park Tennis Club..........................................9
Recommendation.......................................................................................................................12
CONCLUSION..............................................................................................................................12
References......................................................................................................................................13

Executive Summary
For a company it is very important to concentrate and utilise the available fund in a well-
defined manner. The present report gives the outline of how the portfolio of the club is managed
and the different investment strategies that the club has identified. It also includes the report on
the performance of the portfolio of the club as well as the yield that has been arrived from
investing in it. For the investors to check and analyse the investments that are made by the club
has been, explanatory statement has been given.

Body (Main contents)
Introduction
Portfolio is a part of financial asset which includes shares, bonds, cash etc. each
investment have a feature of profit or loss. The profit and loss are the included part of
investment. In order to managing of portfolio, Investor have to select the portfolio in which they
wants to invest and then compare the weightage of other securities. In the present assignment,
financial department of Wells tennis club which is a well-established tennis club of UK. This
report will discuss about the preparation of investment policy along with equity, debt and cash.
Suitable decision for investment with performance of portfolio of Wells tennis club will also
covered in the assignment.
Research
Preparation of investment policy statement
This statement is a written statement that is drafted between two persons in which the first person
has to manage the portfolio and second one has to prepare rules for managers. As per this
statement, the goals and objectives are cleared for both parties so that they can make strategies
for better investment (Abu Hussain and Al-Ajmi, 2012). The management of Wells tennis club
has decided the budget for portfolio is around $500000. Statement of investment policy of Wells
tennis club can be more understood by as under:
Wells Tennis club
Statement of Investment policy
Purpose
The main objective behind this statement is to formulate a framework which includes
policies, goals, vision and mission of Wells tennis club of UK. Purpose for investment in such
kinds of instruments is prepared for using the funds of club in the shares and securities of
various big companies through which the company’s profitability and revenue can be
maximised (Ozik and Sadka, 2012). With using such kinds of investment the stakeholders of
club can get more worth. This statement will be given to all the investment managers of club