southern new hampshire university
FIN 640 Milestone Three Guidelines and Rubric
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.
Support your responses with the data from the portfolio analysis template and other information you have gathered from the financial resources you have consulted in this course. Be sure to apply instructor feedback on this milestone to your final project.
Guidelines for Submission: The written component of this milestone should be submitted as a Word document, 2–3 pages in length (this includes the start of your executive summary), double-spaced, using 12-point Times New Roman font, one-inch margins, and the latest edition of the APA manual for formatting and citations.
Please note that the grading rubric for this milestone submission is not identical to that of the final project. The Final Project Rubric will include an additional “Exemplary” category that provides guidance as to how you can go above and beyond “Proficient” in your final submission.
Needs Improvement (75%)
Not Evident (0%)
Compares the risk/return trade-off on the investments
Compares the risk/return trade-off on the investments, but comparison is incomplete or contains inaccuracies
Does not compare the risk/return trade-off on the investments
Executive Summary: Position
Describes how making these investments will position the company within its industry in the market, supported with examples
Describes how making these investments will position the company within its industry in the market, but description is cursory, is insufficiently supported, or contains inaccuracies
Does not describe how making these investments will position the company within its industry in the market
Executive Summary: Investment Performance
Assesses investment performance utilizing specific performance measurements
Assesses investment performance utilizing specific performance measurements, but measurements used are inappropriate, or assessment is incomplete or contains inaccuracies
Does not utilize performance measurements to assess investment performance
Articulation of Response
Submission has no major errors related to citations, grammar, spelling, syntax, or organization
Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideas
Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas
Why Work with Us
Top Quality and Well-Researched Papers
We always make sure that writers follow all your instructions precisely. You can choose your academic level: high school, college/university or professional, and we will assign a writer who has a respective degree.
Professional and Experienced Academic Writers
We have a team of professional writers with experience in academic and business writing. Many are native speakers and able to perform any task for which you need help.
Free Unlimited Revisions
If you think we missed something, send your order for a free revision. You have 10 days to submit the order for review after you have received the final document. You can do this yourself after logging into your personal account or by contacting our support.
Prompt Delivery and 100% Money-Back-Guarantee
All papers are always delivered on time. In case we need more time to master your paper, we may contact you regarding the deadline extension. In case you cannot provide us with more time, a 100% refund is guaranteed.
Original & Confidential
We use several writing tools checks to ensure that all documents you receive are free from plagiarism. Our editors carefully review all quotations in the text. We also promise maximum confidentiality in all of our services.
24/7 Customer Support
Our support agents are available 24 hours a day 7 days a week and committed to providing you with the best customer experience. Get in touch whenever you need any assistance.
Try it now!
How it works?
Follow these simple steps to get your paper done
Place your order
Fill in the order form and provide all details of your assignment.
Proceed with the payment
Choose the payment system that suits you most.
Receive the final file
Once your paper is ready, we will email it to you.
No need to work on your paper at night. Sleep tight, we will cover your back. We offer all kinds of writing services.
No matter what kind of academic paper you need and how urgent you need it, you are welcome to choose your academic level and the type of your paper at an affordable price. We take care of all your paper needs and give a 24/7 customer care support system.
Admission Essays & Business Writing Help
An admission essay is an essay or other written statement by a candidate, often a potential student enrolling in a college, university, or graduate school. You can be rest assurred that through our service we will write the best admission essay for you.
Our academic writers and editors make the necessary changes to your paper so that it is polished. We also format your document by correctly quoting the sources and creating reference lists in the formats APA, Harvard, MLA, Chicago / Turabian.
If you think your paper could be improved, you can request a review. In this case, your paper will be checked by the writer or assigned to an editor. You can use this option as many times as you see fit. This is free because we want you to be completely satisfied with the service offered.