FIN201 Investment Management T219 Assessment 2 Subject Title: Investment Analysis and Portfolio Management

KOI Cover Sheet
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FIN201 Investment management T219
Assessment 2
Subject Title: Investment Analysis and Portfolio Management
Subject Code: FIN
Trimester Number
Assignment Title: Investment management
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Executive Summary
The objective of every investment policy is dependent on the investor. Present investment policy
has been framed after considering regular and healthy flow of income to the senior citizens in the
recreation club. Investment has been made in equity, debt as well as secured funds. The ratio of
equity has been kept low as the investors are not in condition to bear high risk. Overall plan
regarding investment management has been made considering various factors which will have
significant impact on the short-term as well as the long-term income of the senior citizens.
Eventually, an attempt has been made to provide them optimum return with available sources
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