Financial Investment Opportunities

Only available on StudyMode
  • Download(s) : 349
  • Published : February 24, 2013
Open Document
Text Preview
A report on Senior Personal Financial Consultant Cousin Phuong & Company

Prepared for: Ms Lai Chong Yee (Lecturer) Unit 39: Financial Investment Opportunities Banking Academy, Hanoi BTEC HND in Business (Finance)

Prepared by: Đào Kim Tuyến – Sally – Class F04A Registration No.: ITP F04-193 Submission Date: 10 January 2013

Financial Investment Opportunities Đào Kim Tuyến – Sally – F04-193

TABLE OF CONTENTS
INTRODUCTION ..................................................................................................................... 2 Part I. Investors‟ needs ............................................................................................................... 3 1. Needs of different investors ................................................................................................ 3 2. Portfolios of investments designed for different individuals.............................................. 8 3. Functions of financial advisers (FA) and how to select ................................................... 13 4. Investors‟ rights and the protection available in UK ........................................................ 15 4a. Rights ........................................................................................................................... 15 4b. Protection .................................................................................................................... 15 Part II. Stock exchange ratios and meanings ........................................................................... 17 1. Earnings per share (EPS) .................................................................................................. 17 2. Price/Earnings ratio .......................................................................................................... 18 3. Dividend Yield ................................................................................................................. 19 4. Dividend cover ................................................................................................................. 20 Part III. Range of investments available .................................................................................. 21 1. Information in the financial pages of The Financial Times.............................................. 21 a. “Time is ripe for the markets‟ „great rotation‟”............................................................. 21 b. “Insurers lead FTSE 100 declines” ............................................................................... 22 2. Collective investment description and evaluation ............................................................ 23 CONCLUSION ........................................................................................................................ 25 APPENDIX .............................................................................................................................. 26 REFERENCES ..................................................................................................................... 27

1

Financial Investment Opportunities Đào Kim Tuyến – Sally – F04-193

INTRODUCTION
The previous report illustrates to readers a general overview about range of investment available to individuals and analysis of the suitability of them to different investors by studying risk tolerance. In this report, investment needs of financiers will be discovered. Combining with the previous analysis in the earlier assignment, portfolios investment will be designed for each individual in the scenario case. These two issues will be discussed in Part 1 of the report. In part 2, the calculation of stock exchange ratios will provides different meanings to investors especially shareholders of the company. Finally, in part 3, readers can have overall idea about some articles mentioned in The Financial Times though their summaries as well as understanding about how those information impact on financial...
tracking img