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Investment and Fund Management
Finance & Accounting
Pages 10 (2510 words)
INVESTMENT AND FUND MANAGEMENT Table of Contents Introduction 3 Analysis of Current Portfolio 3 Investment Objectives and Strategies 8 Risk Management and Diversification Strategy 9 Security Analysis 10 Asset Allocation 16 Recommendation for Alternate Portfolio 16 Performance Evaluation 17 Summary and Conclusion 21 Reference 22 Introduction Fortunes Inc.
The current difficulty that the members of Fortunes are facing now is regarding the portfolio of pension provision. According to the current provisions, the members will be paid lump sum based upon individual contributions. But a careful analysis of the pension fund portfolio reveals that it was built up in an undisciplined manner. Hence, the current portfolio is considered inappropriate since the global markets are facing downturns. The objective of the study is to carefully analyse the current portfolio and recommend suitable adjustments so that Fortunes Inc. can meets its pension provision in the coming years. Analysis of Current Portfolio Tottenham Hotspur Fortunes Inc. has bought 2000 ordinary shares of Tottenham Hotspur plc which was founded in 1882 and it owns Tottenham Hotspur FC. It falls under entertainment sector. The total revenue of the company at the end of 2011 was ?261.90 million. The company has experienced a growth rate of over 45% during one year. BAE Systems BAE systems plc is multinational British defence aerospace and Security Company. It is the world’s largest defence contractor and third biggest in terms of revenue. It falls under aviation sector. The total revenue at the end of 2012 was ?17.84 billion with net profit over ?1billion. ...
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