Analysis of Asset Management Service Group: A Case Study

This case study examines the Asset Management Service Group, focusing on its investment strategies and the benefits it offers to clients. The company provides various asset classes, including bonds, stocks, real estate, and private equity, with a particular emphasis on mutual funds. The analysis ...Read More

Asset Management
Service Group

CONCLUSION
It has been concluded from the case study of Asset Management Service Group that this
agency helps its clients in making their investment in most beneficial manner. It assured the
customers that as per advice of it experts they will get high return on investment. It offers a
variety of asset classes which includes bonds, stocks, real estate and private equity, that all are
specialises in mutual fund investment opportunities. Currently this company has 184 mutual
funds in its brand portfolio, which include fixed income instrument correspond to the loan taken
by investor from corporate or governmental sources. Among these bonds, 87 are coordinating
investment in Intermediate Government bonds. While, remaining 97 bonds belong to short-term
investment. Along with this, total 184 mutual funds are also analysed on the basis six variables:
Type, Expense ratio, One-year return, Three-year return, Five-year return and Risk. The
statistical techniques have demonstrated investment plan with amount of return investors can
gain on their investment.
For providing suggestions to clients on their investment plan, company has described in
what manner taking risk into account, make profitability as per Intermediate Government mutual
fund or short-term corporate bond. Through analysing separately, it has been analysed that 97
Corporate funds produce an average return after 5 years of 3.47, including lower 50% between
values of -7.3 and 3.9 as well as the upper 50% between 3.9 and 6.4 with a standard deviation of
1.67. While 87 Government funds will give investors an average return of 4.56, with lower 50%
between 1.2 and 4.7 values, including upper 50% between 4.7 and 6.8 with a standard deviation
of 0.98. Therefore, by comparing both kind of investment 5 years plan, it has been concluded
that Government would produce a bigger return on average as well as there is no risk of
producing a loss.
In context with 1-year return, it has been concluded here that 97 Corporate bond mutual
funds will produce an average return of 9.60%. While 87 Government bond mutual funds gives
an average return of only 4.45% after 1 year. Therefore, mutual funds within Government bonds
have the same probability of loss, but in terms of Corporate bonds, investment may generate
more return on average as comparison. In addition to this, through statistical analysis it has been
observed that 3 year mutual fund plan as compared to one year and 5 year plan, consider as more
safer for both Government and Corporate mutual funds. It includes less risk on investment as
well as probability of getting not high but good return on investment. Thus, services provided by
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Assessment Management Group help its clients in earning more profitability on their investment.
The data provided related to one-year, two-year and 3-year plan, provide entire information
related to coverage of risk, probability of getting loss or profit in appropriate manner.
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