Learning Objectives for Course

1. Conceptually understand the organization of the investment decision process, and distinguish between different types of investment companies,

2. Identify major types of securities, and calculate the return and risk for different financial assets,

3. Systematically understand diversification principles, analyze and evaluate different strategies for building a portfolio,

 4. Possess the skills required to manage an investment portfolio under conditions of uncertainty by choosing such strategies that balance performance and risk within the investor’s objectives,

5. Demonstrate a critical awareness of current problems and new insights in the field of Portfolio Analysis, and demonstrate effective oral communication of complex arguments as well as developed listening skills.

Guidelines for assignment

 This is an individual assignment

 Ground your answer in relevant theory

 Plagiarism and reproduction of someone else’s work as your own will be penalized

 Make use of references, where appropriate – Use Harvard or APA referencing method.

Late submission are not accepted

 Structural elements should include an introduction, main body, and a conclusion

 Weight – 85%

 Word count guidance: 5000 analytical report

 Type of assignment: Extended Business report

Submit one single document and not lots of different files.

Assignment Brief

  1. Conceptually demonstrate that you understand the investment decision process and distinguish between different types of investment companies and stock markets.
  1. Identify major types of investments and calculate the return and risk.
  1.   In the 3 circumstances below, systematically analyze and evaluate different strategies for building a portfolio.

4. Design bespoke portfolios for each type investor. Consider investment options and risk adversities.

(a) 20 year old single person, starting employment. Looking to save for the future to purchase a house or car or pay for a wedding. He needs a high interest and a high return to make a quick return for his money.

(b) Couple in their 30’s who wish to save for their retirement. They are working and wish to pay 2% of their salary a month towards something.

(c) Large multinational organization that wants to hedge against foreign currency exposure.

In each of the above, use examples and incorporate what you have learnt from the online Trading Game (

Calculate the price of your order

550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
Total price:
The price is based on these factors:
Academic level
Number of pages
Basic features
  • Free title page and bibliography
  • Unlimited revisions
  • Plagiarism-free guarantee
  • Money-back guarantee
  • 24/7 support
On-demand options
  • Writer’s samples
  • Part-by-part delivery
  • Overnight delivery
  • Copies of used sources
  • Expert Proofreading
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Our guarantees

Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.

Money-back guarantee

You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.

Read more

Zero-plagiarism guarantee

Each paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.

Read more

Free-revision policy

Thanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.

Read more

Privacy policy

Your email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.

Read more

Fair-cooperation guarantee

By sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.

Read more

Order your essay today and save 10% with the coupon code: best10