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Qualification - OTHM Level 7 Diploma in Accounting and Finance
Unit Name - Investment Analysis
Level - Level 7
Assignment Title - Investment Analysis
Unit Reference Number - R/615/3236
Unit Number - Unit 01
Unit Credit - 12
Learning Outcome 1. Understand different types of securities
Learning Outcome 2. Understand the regulation of security trading and new issues in world markets
Learning Outcome 3. Be able to apply principles of investment theory, securities and market analysis
Learning Outcome 4. Understand the principles of taxation
Learning Outcome 5. Understand the laws and regulations controlling the financial services industry
Learning Outcome 6. Be able to plan, manage and review client portfolios
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Section A
Tim & Co is building a new factory in Yorkshire, England. They must pay a final construction payment of £ 9,000,000 in six months' time.
Foreign exchange and interest rate quotations are as follows:
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You can trade at the following prices:
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Spot rate, euro € per British pound sterling £
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€1.4876/£
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One year forward exchange rate
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€1.4906/£
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One - year euro interest rate
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4.10 %
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One year pounds' sterling interest rate
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3.55%
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Required:
Prepare a portfolio of evidence that addresses the following questions.
Q1. Is covered interest arbitrage worthwhile? If so, explain the steps and compute the profit based on an initial transaction of £9,000,000. Briefly discuss your findings.
Q2. Identify laws and regulations controlling the financial services industry.
Q3. Assess the principles of direct and indirect taxation and review the implications on a range of business stakeholders.
Q4. Evaluate the key characteristics of different types of securities and assess the strengths and weaknesses of the securities.
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Section B
Air UK & Co PLC is an airline service company listed on the London Stock Exchange (LSE) and is based in the UK.
It is a low-cost carrier and has firmly established itself as the UK's leading low fares scheduled passenger airline.
The primary objective of Air UK & Co is to offer airline services at low fares to generate more passenger traffic, whilst maintaining the focus on cost containment and operating efficiencies.
As the strategies, they developed have stimulated demand, Air UK and Co is now looking to invest in another listed company on the LSE which belongs to the economy / value class airline services and provides passengers with an economy class air travel experience.
For this assignment, you are the finance manager of Air UK and Co and are required to develop the business proposal.
Prepare a comprehensive presentation to assess the viability of the business expansion project. The following requirements need to be addressed when preparing the presentation.
• Review the regulations, policies and procedures used when trading in securities.
• Identify, analyse and review issues in global markets including the London Stock Exchange.
• Evaluate the portfolio management in relation to the investment according to the customer profile and needs.
• Justify appropriate types of savings and investments for the hypothetical expansion of Air UK & Co airline services.
• Explain the principles of investment theory and evaluate the use of securities.
• Demonstrate the underlying concepts of market analysis and efficiency.
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Learning Outcomes
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Assessment Criteria
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1. Understand different types of
securities
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1.1
1.2
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Identify types of securities and associated concepts
Evaluate key characteristics of each type of security
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2. Understand the regulation of security trading and new issues in world markets
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2.1
2.2
2.3
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Identify regulations and procedures used in trading securities
Analyse the policies and procedures relating to the trading of securities and new issues in world markets Review issues in global markets including the London
Stock Exchange
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3. Be able to apply principles of investment theory, securities and market analysis
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3.1
3.2
3.3
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Explain the principles of investment theory Evaluate the use of securities
Critically review the underlying concepts of market
analysis and efficiency
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4. Understand the principles of taxation
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4.1
4.2
4.3
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Identify indirect and direct taxes
Analyse the characteristics of indirect and direct taxes
Assess the principles of taxation and their implications for relevant stakeholders.
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5. Understand the laws and regulations controlling the financial services industry
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5.1
5.2
5.3
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Identify laws and regulations controlling the financial services industry
Evaluate a range of risk mitigation methods used in investments
Analyse practical risk mitigation methods
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6. Be able to plan, manage and review client portfolios
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6.1
6.2
6.3
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Identify client portfolios in accordance with customer profiles
Make justified recommendations of appropriate types of savings and investments
Critically review issues relating to portfolio management
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