Contact Us
Sign In / Sign Up for FREE
Go to advanced search...

Investment and Portfolio Management - Essay Example

Comments (0) Cite this document
Philip Capital is a charity oriented UK fund that was well managed in the past. This report will give a strategic insight into the current investment environment. Based on that the current portfolio of Philip Capital will be analysed and action plans will be set for the fund’s future direction. …
Download full paperFile format: .doc, available for editing
GRAB THE BEST PAPER98.7% of users find it useful
Investment and Portfolio Management
Read TextPreview

Extract of sample "Investment and Portfolio Management"

Download file to see previous pages The political turmoil in Libya is one of the most crucial among them. Asian markets were one of the most performing ones in the year 2010. The political unrest in Libya has casted a significant impact on the performance of Asian markets. “Asian currencies completed a weekly decline, led by the Taiwan dollar and South Korea’s won, as an uprising in Libya pushed up oil prices and sapped demand for emerging-market assets.” (Teso, 2011) Due to the serious political unrest in Libya crude oil climbed at a higher rate to $103.41 a barrel. This lead to fall of many Asian stocks as investors withdrew much higher than before. The situation impacted the currency market more than the stocks. It is very much evident that crude oil prices are one of the most important elements of market movement. Many developing nations’ market, especially in Asia is highly depended on the crude oil prices. Therefore, the future of Libya crisis is one of the most important concerns for investors across the world. Environmental issues: One of the greatest environmental factors that had affected the market recently is the earthquake in Japan. The fact that Japan is the world’s third largest economy will make the impact even worse. “The most direct impact is likely to be seen in Japanese exporters, like Honda, Toyota and Sony, whose production facilities will face disruption in the coming days.” (Schlesinger, 2011) Apart from the impact on major Japanese Automakers, the earthquake will impact the liquidity of many insurance companies. All largest insurance companies in Japan will be impacted heavily as they will now have to fund the insurers. As Japan is one of the largest economies in the world, big companies from across the world...
This essay stresses that based on the analysis the above three are some of the alternative strategies for Philip Capital. All the three portfolios have their own unique nature. The first strategy is moderate as it has equal distribution of equity and other instruments. The second strategy is aggressive in which the percentage of equity is higher. The third strategy is mainly aimed at risk reduction. On a growth perspective, alternatives 1 and 2 are the best for Philip Capital. Philip Capital should still make a decision about where they should make and active investment and where they should make a passive investment. Generally speaking a passive strategy is useful when the broader market is expected to perform well compared to performance of individual stocks or sectors.
The report has given a deep insight into the current issues in investment environment. Investment environment will always be prone to some challenges. The winners are those who come out of such challenges successfully. In terms of Philip Capital, the challenge is a volatile and unpredictable market situation. Based on the analysis of the market conditions, Philip Capital can adopt the two strategies that are mentioned in the previous section. The existing portfolio of Philip Capital has more than 50% of exposure towards UK equities and debts. This percentage is reduced in the two recommended portfolios because the UK market is not expected to perform well in 2011. Philip Capital will thus have a better return on investment from the new portfolio. ...Download file to see next pagesRead More
Cite this document
  • APA
  • MLA
(“Investment and Portfolio Management Essay Example | Topics and Well Written Essays - 2000 words”, n.d.)
Retrieved de
(Investment and Portfolio Management Essay Example | Topics and Well Written Essays - 2000 Words)
“Investment and Portfolio Management Essay Example | Topics and Well Written Essays - 2000 Words”, n.d.
  • Cited: 0 times
Comments (0)
Click to create a comment or rate a document

CHECK THESE SAMPLES OF Investment and Portfolio Management

Property Investment Analysis

The Red Book valuation figures offer useful guidance on valuation, however they contain overlapping material from diverse sources. The Mallinson Report has identified the need for the RICS to publish a single, comprehensive and user friendly source of standards for valuers and establish a single point of coordination in the institution’s delivery of valuation services. The Report also states that the information provided needs to be more specific so that it place more specific further education demands on valuers. Additionally, there must be additional power provided to the Institution to investigate problem cases and take disciplinary action when it becomes necessary, despite the possibility of courts exerting a restricting...
13 Pages(3250 words)Assignment

Accounting & Financial Management

AWB’s operations can be categorized into areas ranging from ‘pool management services’ to ‘harvest financing’, and ‘International commodity management’. Only a company with such a big range of activities and financial outlays can become the benchmark for an equally big company like ‘Woolworth Limited’.

The performance of an entity can be better analyzed through its profitability analyses. The profitability ratios like Gross Profit ratio, Net Profit Margins, Return on assets (ROA), and Return on Equity (ROE). The calculations of such ratios are shown in the attached annexure. The Gross Profit ratio measures the percentage of each pound or dollar of sales remaining aft...
10 Pages(2500 words)Assignment

Financial Management Analysis of Rio Tinto Plc

Taking into consideration that Harmony is the sixth-largest in the world in the gold mining industry, the choice of Harmony God Mining Co. as a benchmark company is the most suitable and justifiable. Moreover, Harmony has also some investment stake in Rio Tinto, and this situation makes the company more suitable for the choice. At places, the benchmark company’s performances have been better than Rio Tinto, and thus Harmony has a competitive edge as well over Rio Tinto.

Profitability ratios like Operating Margin Ratio, Net Margin Ratio, Return on Assets (ROA), and Return on Equity (ROE) are the performance analyzer of any company. Profit Margin ratios show the relationship between profit and sales. Since profit ca...
8 Pages(2000 words)Case Study

The Evolution of Human Resource Management

The employee was sent to HR for a final briefing where he mentioned that he had been requesting a change in the shift for the last few weeks he has to attend to his ailing father. His superior continuously ignored the request. The employee was skill and aptitude tested and reassigned to a different project.
This is a small incident where an HR professional can play a vital role. An organization is also constantly looking for such solutions from its Human Resource Department. It is this expertise and skill, which a budding professional from any institute should be equipped.
Such valuable certification programs initiated by the Human Resource Department surely help build a successful organization. The Human resource depart...
6 Pages(1500 words)Term Paper

Global Challenges for Business Management and Leadership

This section aims at understanding the challenges faced by the United Nations due to political conflicts. In the summer of 2007, an issue in the Politically Speaking, the DPA had highlighted the increased focus on the conflict meditation. This report had also highlighted the interview with the Under-Secretary-General for political affairs. In the interview, he defended the UN against all the criticism and he also highlighted the need for finding political solutions for issues around the world. The interview also highlighted the importance of results to show the effective working of the UN. This interview also highlighted and urged critics to look at the positive along with the negatives of the UN. “The UN has knowledgeable a...
7 Pages(1750 words)Research Proposal

Customer Relationship Management

 Consumers started looking for variety and lower prices. Through the use of technology, such customer tradeoff against variety and prices is not necessary. The US life insurance industry is large, mature and dominated by a number of large companies and this industry has been one of the early adopters of computer technology (Subramanian & Chatterjee, 2007). The advent of the CRM systems changed the landscape of the insurance industry.

The health insurance organizations use CRM to prepare health proposals and process applications in a much faster and accurate way. The organizations are better able to understand the needs and habits of the customer and provide more efficient service. Companies are able to integrat...
9 Pages(2250 words)Case Study

Active Directory - Security, User, and Resource Management

Administrators make use of group policies to launch principles for desktop predilections and software. For many corporate information technology groups, concurrence with group policies to identify what software should be presented to each category of user, even without human intervention installing it on demand from a corporate server (Silberschatz, Galvin, & Gagine 2002. P. 838). The capability of the AD was introduced in the year 1999, its initial release was with the MS Windows 2000 Server Ed., additionally personalized to spread out functionality, security parameters and build up administration in MS Win Server 2003. The most recent better facilities and efficient edition of the AD are introduced in the Windows Server 2008...
6 Pages(1500 words)Report

The Management, Leadership and Teamwork Competencies Required by a Small Business Owner

On the other hand organizational leadership is defined as the ability based on the specific skill of an individual to lead his/her subordinates in a manner that pre-planned organizational goals could be achieved within the defined time-frame.

According to Burns (1978) and Bass (1985), transformational leadership has a set of category constructs such as values, morals, farsightedness, long term goals, principles, acute awareness about the dividing line between causes and symptoms, mission statements, strategic perspectives, and human resources. Similarly, they identify a set of category constructs in the transactional leadership also. For instance concentration on the task at hand, short term goals and tactics, confusion co...
6 Pages(1500 words)Coursework

Management: Social Responsibility and Ethics

When we speak about business management, most people talk about the core business functions like strategies, products, training & development, management of various departments of the business like marketing, production, planning, etc. Social responsibilities and business ethics are the least communicated topics in the business community because of the least preference given to the non-productive sectors by organizations. Most of the greedy organizations spent millions on the research and development for improving their competitive power in the business world, but they often keep a blind eye towards their responsibility towards ensuring proper ethical standards in their business activities. Organizations that underestimate the...
6 Pages(1500 words)Coursework

Information Security Management

Security is a group of activities that include the policies, measures, and actions which are utilized to stop unlawful access or alteration, theft, and physical damage to information or computer. Security can be supported by an assortment of techniques and tools to safeguard computer hardware, software communications networks, and data (Laudon & Laudon, 1999, p. 502). In the modern age of information technology, there are many threats happened for organizational information. We need a security model that has the ability to manage and secure our information reserves. Technical administrative safety /security measures like security plans, actions and techniques are the main practices for the organizational information security m...
10 Pages(2500 words)Research Paper
sponsored ads
We use cookies to create the best experience for you. Keep on browsing if you are OK with that, or find out how to manage cookies.

Let us find you another Essay on topic Investment and Portfolio Management for FREE!

Contact Us