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(PDF) Investment Analysis and Portfolio Management

   

Added on  2021-04-17

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Running head: INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENTInvestment Analysis and Portfolio ManagementName of the Student:Name of the University:Authors Note:
(PDF) Investment Analysis and Portfolio Management_1

INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT1Table of ContentsIntroduction:...............................................................................................................................21. Identifying opportunities for MS. B:......................................................................................22. Recommendations that is provided to MS. B:.......................................................................3Conclusion:................................................................................................................................6Reference and Bibliography:......................................................................................................8
(PDF) Investment Analysis and Portfolio Management_2

INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT2Introduction:The assessment mainly aims in formulating adequate portfolio, which could help inproducing return to MS B, who is ultra-high net worth individual investing in Singapore. Inaddition, the portfolio could help in supporting the financial requirement of MS B, where itmight generate high rate of return from investment. The portfolio mainly focuses ondeveloping high return from investment, which reduces the negative impact of inflation oninvestment capital.1. Identifying opportunities for MS. B:The above figure mainly depicts the investment opportunity, which is presented toMS B, who intends in investing in property market of Singapore. In addition, financialperformance of the company and REIT is mainly identified from the above values. Moreover,from the valuation investment opportunity in stocks and REIT can be detected, which mightbe included in the portfolio. This relevantly indicates that the detection of financialperformance could help in selecting the adequate investment opportunity to improve portfolioreturns (Baum & Crosby, 2014). The use of dividend yield, price earnings ratio, net bookvalue is mainly used in identifying investment opportunity. Furthermore, the financialperformance of REIT and shares is used in identifying the investment opportunities, whichcould be used in formulating the portfolio.
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