How the pension fund portfolio would be managed

Reference no: EM133368410 , Length: word count:2000

You have recently been recruited as a financial analyst at a medium sized organisation. The organisation is seeking to develop offices elsewhere in the country.

You are currently undergoing a probationary period. You are expected to use this period to demonstrate your skills as a financial analyst.

Your work should include a brief introduction to an organisation of your choice that meets the above requirements.

Task 1
Your HR manager has asked you to analyse and explain the regulation of, and procedures relating to, the trading of securities and new issues in the world markets.

a) Identify the key recommendations and procedures that relate to trading securities for the organisation you are employed by.
b) Evaluate TWO key issues arising in global markets that will impact on your work as a financial analyst for your organisation.

Task 2
Your HR manager also wants to explore your knowledge of the different types of securities, and how you would plan, manage and review client portfolios. She has asked you to develop a short report based on the following tasks.

a) A corporate client reviewing the management of its pension fund, currently valued at £2.5 million. Evaluate the characteristics of TWO suitable types of security and analyse the strengths and weaknesses of each.

b) Prepare a recommendation for the client about which of the two types of security is most suited to their needs and justify your recommendation.

c) Explain to the client how the pension fund portfolio would be managed.

d) Investigators TWO issues relating to portfolio management that may impact on the client's portfolio.

Assessment Criteria

LO1

Identify different types of securities and their characteristics

Evaluate the characteristics of each type of security for selected scenarios

Critical application of the characteristics to analyse the strengths and weaknesses of different types of securities

LO2

Identify the regulations and procedures relating to trading securities.

Evaluate issues arising in the global markets including (LSE)

LO6
Identification of client portfolios according to customer profile

Recommend and justify appropriate types of savings and investments.

Investigate issues relating to portfolio management.

Reference no: EM133368410

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