Investment Management is a significant topic for the student pursuing management courses. Most students get tense whenever they are required to write an Investment Management Case Study Assignment. An investment management case study is commonly used to assess how a student would perform in a real-life situation. Most enterprises across the globe are in dire need of investment management professionals who help them deliver superior returns and lessen risk exposures. Hence it is a complicated business management topic that gets a student in a dilemma of structuring a compelling Case Study on it. To make their work easier they seek assignment writing services from professionals.
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An overview on Investment Management Case Study Assignment
Investment management is concerned with buying and selling investments within a defined structure. It is a management of several securities and assets like shares, bonds, real estate to cater to the specific investment objectives for the sake of investors. It may include private investors, government institutions, corporations, charities, various insurance firms, educational institutions, or pension funds. The vital objective of investment management is to choose the investment that leads to maximum benefits with minimum risks. Investment management includes stock selection, asset selection, financial statement analysis, banking issues, plan implementation, and ongoing monitoring of investment.
Since investment management falls under financial services, it is well understood that various largest organizations look for professionals and employ millions of staff to generate the utmost revenue. Therefore, students pursuing this course must get expertise in this study field or they can seek Assignment assistance.
Key topics that Students are asked to write under Investment management:
- Investment risk management
- Equity valuation and analysis
- Equity portfolio management
- Alternative investment and portfolio management
- Portfolio monitoring and re-balancing
- Capital Asset Pricing Model (CAPM)
- Capital Market Line
- Real estate
- Fixed income valuation and analysis
- Derivates valuation and analysis
- Security analysis and selection techniques
- Debt investment
Essential steps in investment analysis that you must know:
The investment management function process consists of the selection, interpretation, and evaluation of investment projects while considering risks and returns. Investment management focuses on maximizing the profitability of the investment project, minimizing the risk involved in performing investment activity, and ensuring the economic growth of the business organization. Management at all levels follows an effective process as given below:
- Planning: it is the initial stage of the investment process where investment policies and strategies are made. The investment strategies are made following the general policies of industrial-economic activities of economic entities. It focuses on marking its stability and ensuring its reliability now and in the future.
- Organizational function: Developed investment strategies and policies are necessary to recognize the funding needs, types of fundraising, and the relationship between self and potential resources. Hence, seeking strategic investors is significant for getting the most beneficial investment portfolios and projects.
- Monitoring: At each stage of the investment process, it is essential to get effective results from the investment activities. It can be attained by coordinating and monitoring all actions taken to fulfill investment objectives and imposing corrective actions concerning changing conditions in the investment market.
Significant phases of investment management assignment—
Students must take into account the phases of investment management functions. It will improve their knowledge on the subject and provide them with effective investment management. Some of the phases of investment are as follows:
- The requirement of investment objectives: It explains the investment policy and summarized its core purposes that include risks acceptance, return requirements, etc.
- Portfolio strategies formulation: Under this, one has to select between two broad categories (active portfolio strategy and passive portfolio strategy) to plan an effective strategy.
- Preferred assets mix: One needs to decide the amount of portfolio share to be invested in various assets categories like real estate, bond, cash, stock, etc.
- Security selection: One needs to analyze and interpret tax shield liquidity, the risk of default, and other crucial factors while choosing static income paths.
- Portfolio execution: In this phase, one must carefully implement the structured portfolio plan.
- Portfolio Monitoring: It indicates that one needs to revise and monitor every portfolio at regular intervals.
- Evaluation of performance: In this phase, one is required to assess the rate of return and risks.
The proper understanding of these phases not only helps students in their investment management academic writing but is also beneficial for their investment planning in the future.