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FIN201 Management Accounting Assignment Assessment

   

Added on  2020-05-28

14 Pages3353 Words45 Views
FinanceCalculus and Analysis
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Running head: MANAGEMENT ACCOUNTINGManagement AccountingName of the Student:Name of the University:Authors Note:Table of Content
FIN201 Management Accounting Assignment Assessment_1

MANAGEMENT ACCOUNTING1Introduction:...............................................................................................................................2Research:....................................................................................................................................2Analysis:.....................................................................................................................................7Recommendation and conclusion:...........................................................................................10Reference and Bibliography:....................................................................................................12
FIN201 Management Accounting Assignment Assessment_2

MANAGEMENT ACCOUNTING2Introduction:The overall assessment mainly aims in evaluating the investment process of bothyoung families and retirees. Moreover, adequate research is conducted in the assessment foridentifying the investment opportunities, which could be needed by 35-year-old investor and65-year-old investor. The investment scope of $1.5 million needs to be evaluated for both theinvestors, which could help in generating higher revenue from investment. Furthermore, theassessment also evaluates different investment portfolios having conservative growth, equityincome, capital appreciation, and income growth. These relevant measurers will be used toidentify the best possible investment option for the organisation, which might generate higherrevenue from investment. Furthermore, two portfolios are mainly prepared in the assessment,which could help 35-year-old investor and 65-year-old investor to generate higher incomefrom investment. Lastly, adequate recommendation for the portfolio of both investors isconducted, which could help them to support their financial obligations and create wealth.Research:The research is mainly conducted on investment process and types of funds, whichcould be used in forming an adequate portfolio of the organisation. Furthermore, theevaluation of investment process could help in forming the portfolio for both the client,which might help in supporting their future expenses. There are different levels of investmentprocess, which needs to be conducted before the investment to identify relevant process forgenerating higher return. Moreover, adequate evaluation of the different funds is alsoconducted to understand requirements of the investors.Relevant identification and investment process are mainly stated as follows.Idea generation for investment:
FIN201 Management Accounting Assignment Assessment_3

MANAGEMENT ACCOUNTING3The idea generation is the starting process of investment, where investmentrequirement of the investor is evaluated to draft the accurate portfolio. In addition, adequatequantitative and qualitative screening needs to be conducted by the company, which mighthelp in identifying the adequate investment opportunity. In addition, the screening process isalso helpful in detecting return and risk that could be provided from an investment. Relevantfindings regarding different level of risk and return provided from stock could be conductedby companies, which might help in generating higher revenue from investment. Abbasi,Bahramian and Salami (2016) stated that evaluation of risk and return allows the investor todetect investment opportunity and generate higher revenue. Researching different investment option:After identifying different level of investment opportunity, selected stocks could betaken into consideration for generating raising the return level. Furthermore, identification ofmanagement strength, balance sheet, earnings, industry structure and ESG revenue is mainlyconducted by the company. In addition, relevant identification of strength and weakness ininvestment scope could help in drafting adequate portfolio for supporting investment needs tobe investor. The adequate valuation of fundamental and technical analysis could beconducted to detect the return and risk involved in operations of investment stock. In thiscontext, Allen (2015) mentioned that investors by research options could identify stocks,which has least risk and improve their return generating capacity.Evaluating the portfolio needed for investment:The third investment process is mainly the creation of portfolio according torequirements of the investors. Furthermore, the creation of portfolio directly helps indetecting risk and return, which could be provided from an investment. Hence, investors inthis process could evaluate the portfolio’s ability to match their risk and return level. The
FIN201 Management Accounting Assignment Assessment_4

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