Reference no: EM133033073 , Length: 2000 words

Assignment 1

The presentation has to be 10 minutes in total and cover all the 3 sections. The first section has to be 2 minutes, the second section 4 minutes and the third section 4 minutes. Please use APA referencing style for references

Section 1
When you are selecting the company you have to justify to the client why you selected that company for example if you selected a bank you have to say why you have chosen Santander and not HSBC because they are in the same sector. You need to do a comparison to show why the company you have chosen is more suitable than the others in the same sector in your context. You need to talk about the background of the firm of the industry or sector and the exchange.

Section 2
There are 2 templates, WACC templates and valuation templates. This activity is not just to say what you have done, it is about why you have done for what you have done. About finding the WACC there are four ways to do it (WACC based on Gordon per-share dividends, WACC based on Gordon equity pay outs, WACC based on classic CAPM and WACC based on tax-adjusted CAPM). You have to explain why you have chosen one over another one in your context.

In order to do the evaluation there are few main components. You have to do the free cash flow, use the template and rearrange or exclude some of the items to get the free cash flow. And then you need to make assumptions short term and long term growth rate and justify what you were doing. For example for short term growth rate you can calculate from what has happened in terms of free cash flow in the past years.For the long term would be the economic forecast such as forecast related to growth of the central bank of the country where the company is listed or the IMF or the World Bank.

Section 3
This is not about how the company has been ethical. It is about how you as a senior investment analyst have applied the specific ethical principles in the course of advising the client.
You have to look at specific codes and specific standards and applying it on what you have done in the process of advising your client. This is not about whether the company is ethical or not, this is about whether you have been ethical in the process of advising your client so it needs to be an applied understanding of the code of standards and GIPS.

Details of the task Specific Tasks

You are the Senior Investment Analyst at Money Doubling Ventures Limited. A client has approached you for Investment advice. He bas just inherited a large sum of money from a relative and is looking at investing £1 Million in different classes of assets including equities. To enable you advise your client appropriately, you are to carry out the valuation of one high quality film listed on any major international stock exchange using relevant excel templates.
- Conduct in-depth background research to enhance the analysis of the chosen listed company. Such research should demonstrate in-depth understanding of the workings of the sector and exchange where it is listed. (20%)
- Conduct comprehensive valuation of the listed firm. Your valuation should use relevant valuation technique(s) to arrive at an appropriately discounted present value (per share) and form the basis of the recommendation to your client. (40%)
- Using relevant sections of the CFA Ethics and Professional Standards and the Global Investment Performance Standards (GIPS), critically analyse any ethical considerations you will make in the course of advising your client. (40%)

Assignment Guidelines

Structure
You have been asked to produce a presentation. It should contain the following:
• Appropriate coversheet
• Title Page, including the given title in full.
• Contents Page
• Introduction
• Main body, which should also be organised under appropriate headings.
• Conclusion
• References
• Appendices, which should be numbered.
o Make sure you refer your reader to them as required.

Assignment 2

Learning Outcome 1: Demonstrate in-depth knowledge of the contexts in which financial institutions operate, including legal, ethical, and social: markets: national and international regulatory and rule setting bodies.

Learning Outcome 2: Demonstrate advanced knowledge of contemporary theories and empirical', evidence concerning financial markets and institutions.

Learning Outcome 3: Critically analyse the role and impacts of global financial market on business environment in supporting business decisions.

Learning Outcome 4: Demonstrate advanced understanding of the technical language and practices of the financial sector; and the irrational nature of financial markets.

Learning Outcome 5: Demonstrate advanced financial data analytical skills to support the arguments and present effectively to experts and non-experts audience.

This assigiunent is in the form of a 2000 word individual Open Book Case Study Report based on the same firm used for the presentation

The covid-19 pandemic is an ongoing global event that has had tremendous effect on economies and individual companies. In the light of this, the purpose of this coursework is to use relevant Excel templates to conduct event studies to test market efficiency following the initial occurrence of the pandemic. This is to be based on the same one firm you selected for your presentation coursework. Based on the result of event studies, determine trading strategies and instruments to be applied to exploit price efficiency/inefficiency to arrive at appropriate conclusion and recommendations for investment in your chosen firm.

Details of the task Specific Tasks

• Critically analyse the Efficient market Hypothesis (EMH) and its relevance in a highly volatile setting such as a global pandemic especially as they relate to your firm.

• Conduct event analysis to test EMI. An event analysis template is provided separately based on contents of Chapter 14 Benninga (2014) `Financial Modeling (4th edition).

• You are required to demonstrate trading strategies and instruments that would be appropriate for exploiting price efficiency/inefficiency during the global pandemic. Your analysis should forecast possible trading profits from investing in the finn, going forward until an approximate cut-off date.

• Conclusion and Recommendation. Conclude your analysis based on the 'above and recommend appropriate courses of action for trading and ;investment.

Please use APA referencing styleAssignment Guidelines Structure

You have been asked to produce a report. It should contain the following:

- Appropriate coversheet
- Title Page, including the given title in full.
- Contents Page
- Introduction
- Main body, which should also be organised under appropriate headings.
- Conclusion
- References
- Appendices, which should be numbered.
o Make sure you refer your reader to them as required.

Attachment:- Global Financial Markets.rar