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.
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.
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