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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
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