Introduction to Finance/Financial Information Management

Introduction to Finance/Financial Information ManagementProgramme BA/BSc Accounting & FinanceAny special requirements: All work should be submitted on the Student Portal along with an acceptable Turnitin ReportExcel spreadsheet to be submitted, copied into Word document submitted on the Student PortalWord Limit: 2,000 words (with 10% plus or minus leeway)Deadline date for submission: 5pm on Sunday 13th July (end of Weeks 5)Learning outcomes to be examined in this assessment Learning outcomes c) and d)Percentage of marks awarded for module: This assignment is worth 30% of the total marks for the module for BA students and 50% for BSc studentsAssessment criteria Explanatory comments Maximum marks for each sectionContent, style, relevance, originality Understanding and application of how share prices are reported and how financial analysts and commentators present opinion and analysis. Correct use of data to present an investment portfolio. Originality in choice of investments. 50%Constructive critical analysis, introduction, conclusion Demonstration of a clear understanding of the rationale for investment. Effective interpretation of source material to justify investment decisions. 40%Format, referencing, bibliography Clear professional presentation of financial data and commentary; Harvard style referencing of sources 10%Assignment Task:You have a hypothetical ?100,000 to invest in shares quoted on the London Stock Exchange. You are to construct an investment portfolio of 10 companies.The companies can be any 10 listed on the London Stock Exchange (including the Alternative Investment Market). The companies may be non-UK but must have London as the primary listing, ie not Google, Apple, SONY etc. They should not operate in the following sectors: financial services (including banks and insurance), investment or real estate.The detailed components of your assignment are as follows:1) Produce a spreadsheet showing: the investments you have chosen; the closing share price on Thursday 10th July; the number of shares you have acquired; the beta of each company; and the value of your investment. Your spreadsheet should show the weighted average beta of your portfolio, accurately calculated. (20 marks)2) Explain your reasons for choosing each investment. This should include: a brief explanation of what the company does and a discussion of why you think its share price will perform well in the short to medium term. Your work should be supported by commentary and analysis by industry professionals in financial institutions and the financial press. You are not expected to carry out a financial analysis of the company. (c. 1,500 words) (60 marks)3) Many investment managers invest by buying shares to reflect the FTSE 100 index. Explain how the FTSE 100 index is calculated and how this behaviour by managers affects the market, particularly for smaller companies?? shares (c.500 words) (20 marks)Your assignment should be in report format and the spreadsheet and supporting commentary should be presented in a clearly set out, professional manner. Clarity of presentation will be a factor in the marks awarded.Your coursework is to be submitted electronically by 5pm on Sunday 13th July as ?Coursework 1?. You must cut and paste the spreadsheet (Task 1 above) into the submitted document. The portal will not accept a spreadsheet in Excel format.Total marks for assignment: 100!

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