The three milestones below make up a final paper I am needing assistance with. I can also
Question:
The three milestones below make up a final paper I am needing assistance with. I can also provide the excel template but was not sure how to upload here. I would like all three modules questions answered meeting the requirements below. I would like to have this completed by feb 26th.
Milestone 1For your final project, the CEO has asked you, the new investment manager of XYZ Tech Company, to produce an investment analysis report describing how to invest the firm's cash and cash equivalents in the financial markets. You will prepare an investment analysis report for the company, which will include a portfolio analysis template that you will use to outline how you will invest the cash in selected public corporations. Finally, your reasons behind your investment strategies should be noted in an executive summary. For this first milestone, due in Module Three, you will submit your company profile. Using the investment parameters for XYZ Tech Company along with your own financial database research, you will fill in the portfolio analysis template and write a 2- to 3-page paper outlining the securities that your company will invest in to create a well-diversified investment portfolio. You will analyze each company and its performance in the financial markets over the past five years, include a company valuation for each firm, and identify stakeholders in the company. Prompt: First, visit Morningstar to retrieve stock and bond information for each of the following companies: Apple, Inc. (AAPL) Caterpillar (CAT) Consolidated Edison (ED) Northern Trust (NTRS) Macy's (M) Next, using the portfolio analysis template, provide the specified data to explain the company's growth period (revenues, earnings market share, etc.). Finally, in a 2- to 3-page paper, discuss the five-year history of each company by visiting the respective websites and databases covering the firm and industry. The paper should briefly discuss the products and services produced by each company that were major contributors to the company's success. It should also discuss each company's strengths given the competitive nature of the industry. Based on the financial items and key ratios of the company that you have researched, include a brief discussion of the company's valuation. (Hint: The Key Ratios on the Morningstar website list competition and industry ratios and could be downloaded directly into Excel for easier comparison.) You should also identify the key stakeholders, particularly common stakeholders, in the company. Specifically, you must address the following critical elements: I. Company and Market Analysis: In this section, you will analyze the company and its position in the financial markets. A. Financial Markets i. Analyze the five-year performance of the domestic economy relative to the financial markets (using the portfolio analysis template). ii. Explain specific market performance data based on compiled asset valuation model inputs supported by database research of five-year sector and industry performance and current trends. iii. Evaluate the impact of the five-year and current macroeconomic data on asset prices. B. Company Valuation i. Analyze the company's financial items and key ratios for a comparison to peers and industry (using the portfolio analysis template). ii. Determine the intrinsic value of assets by inputting data into the various asset valuation models. D. Stakeholders i. Identify five key stakeholders and their needs in relation to the company's portfolio. ii. Identify the common stockholders' primary objective and their required return on equity.
Milestone 2
Overview: For your final project, the CEO has asked you, the new investment manager of XYZ Tech Company, to produce an investment analysis report. You will prepare an investment analysis report for the company, which will include portfolio analysis that you have compiled, a complete portfolio, and a justification of your investment strategies in an executive summary. For this second milestone, due in Module Five, you will first complete the Company and Market Analysis portion of your final project. Using historic and quantitative data, you will provide a brief discussion of the absolute and relative performance of the chosen companies in terms of industry trends. Next, with your completed company and market analysis in mind, you will begin to construct an investment portfolio that includes a consideration of assets, securities, and rates of return for each of the companies that you will be including in the portfolio. Prompt: Referring to the microeconomic and quantitative data that you have gathered and analyzed, in a 2- to 3-page paper, first briefly discuss each company's stocks and bonds (both corporate and government) for absolute and relative investment performance with regard to industry trends. Next, with your company and market analysis in mind, begin to construct an investment portfolio that includes a consideration of assets, securities, and rates of return for each of the companies that you will be including in the portfolio. Specifically, the following critical elements must be addressed: I. Company and Market Analysis: In this section, you will analyze the company and its position in the financial markets. C. Industry Trends i. Compile historic industry microeconomic data from database research for relative comparisons and inputs into asset valuation models. ii. Analyze quantitative data across sectors and industries to measure absolute and relative performance. II. Portfolio: With your company and market analysis in mind, construct a complete portfolio that includes the following: A. Assets i. Explain the inclusion of specific asset classes for the portfolio, considering the portfolio's risk/return trade-offs and the company's investment objectives. ii. Apply the asset allocation weightings across asset classes, sectors, and industries. B. Securities i. Analyze the company's historical revenue and earnings growth in order to demonstrate a comparison to that of peers in the industry. ii. Determine the intrinsic value of assets utilizing the asset valuation models. C. Rates of Return i. Analyze the assets' historical risk and rates of return, utilizing a comparison of the assets' rates of return to similar securities or benchmarks for support. ii. Calculate required rates of return, utilizing various asset valuation models (e.g., stock valuation models, bond valuation models, real estate valuation models, etc.).
Milestone 3
Overview: For your final project, the CEO has asked you, the new investment manager of XYZ Tech Company, to produce an investment analysis report. You will prepare an investment analysis report for the company, portfolio analysis template, a complete portfolio, and a justification of your investment strategies in an executive summary. For this last milestone, due in Module Seven, you will first complete your portfolio by comparing the risk/return trade-off on the investments you are compiling. Then, as part of the beginning of your executive summary, you will describe how your investments performed on both an absolute and relative (index or benchmark) basis. You will also assess investment performance for the seven securities by calculating the portfolio's overall investment performance and briefly note how each security contributed to the portfolio's performance. Prompt: First, review your completed portfolio analysis template to access the financial data you gathered for the seven securities in your investment portfolio. Forecast each company's future revenues and earnings growth and analyze the risk and return tradeoff for these investments. In a 2- to 3-page paper, complete your portfolio by comparing the risk/return trade-off of the investments and then, in beginning your executive summary, describe how making these investments will position the company to generate an attractive absolute and relative investment performance and assess investment performance utilizing specific performance measurements. Specifically, the following critical elements must be addressed: II. Portfolio: With your company and market analysis in mind, construct a complete portfolio that includes the following: D. Compare the risk/return trade-off on the investments. Keep in mind the rates of return for shareholders on the proposed investment portfolio. III. Executive Summary: Justify your investment strategies in a summary, utilizing your company and market analysis and portfolio for support. Include the following in your justification: A. Describe how making these investments will position the company to generate an attractive absolute and relative investment performance. Support with examples. C. Assess investment performance utilizing specific performance measurements.