Investment Analysis and Workforce Planning
Added on 2020-01-23
19 Pages5449 Words164 Views
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INVESTMENT AND FUNDMANAGEMENT
TABLE OF CONTENTSINTRODUCTION...........................................................................................................................3(a) Projection for the number of employees that can be employed by using investment income................................................................................................................................................3(b) Investment strategies and policies on which approval from board members is requiredbefore setting a fund...............................................................................................................4(c) Procedures and processes required for the successful operation of the foundation’s fund7(d) Possibilities for overall management of fund and comparison of in house and external fundmanagers.................................................................................................................................9CONCLUSION..............................................................................................................................10REFERENCES..............................................................................................................................11
INDEX OF TABLESTable 4: Allocation of investment amount.....................................................................................13Table 5: Input sheet........................................................................................................................13Table 6: Process sheet....................................................................................................................13Table 7: Output sheet.....................................................................................................................14Table 8: Mutual fund input sheet...................................................................................................14Table 9: Mutual fund investment processing sheet........................................................................14Table 10: Output sheet...................................................................................................................15Table 11: Investment in bond........................................................................................................15Table 12: Investment in bank deposit............................................................................................15Table 13: Number of employees that can be employed by using investment income...................16
INTRODUCTIONInvestment is an instrument that is used to increase value of the money that remains in thebanks. Investment in any security possesses some risk or low return. Thus, it is necessary tomake an optimum investment and in this regard portfolio management concepts are discussed inthe report. Along with this, in the report portfolio is also created that comprised investment inshares, bonds, mutual funds and bank deposits. In the report, full attempt is made to prepare abalanced portfolio. Along with this investment strategies like active and passive strategy is alsodiscussed in detail. After that way of effective management of portfolio is also proposed in thereport. At the end of the report, some the ways are suggests that can be used for effectivemanagement of portfolio.Part B(a) Projection for the number of employees that can be employed by using investment incomeTable 1: Investment and capital gain on sharesCompaniesInvestmentTotal value at endTotal capital gainCoca-cola HBC AG29673004113582.831146283Inmarsat plc20979002282456.46184556Imperial brands plc521500634897.05113397Admiral group (ADM)27888003377961.89589162Sage group16240001965910.46341910Total capital gain2375308.6833Table 2: Investment and capital gain on commodity0CommodityValueExpected valueCapital gain1Aluminum229800250482206822Copper699160748101.248941.23Lead441840486024441844Nickel200215021623221601725Tin16120651724909.55112844.55
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