Investment management. Equities investment project game. Includes specific shares and risk analysis.

Executive Summary.

Investment Philosophy.

牋牋牋牋My investment philosophy is based on the top down approach. I have a growth strategy and a semi-efficient view of the market.

牋牋牋牋I have invested 100% of my portfolio in equities for several reasons: higher profitability of equities comparing to other types of assets, high equity yields and competitive advantage.

Original Portfolio.

牋牋牋牋I have concentrated on two markets in my analysis: UK and Russia.

牋牋牋牋Economic analysis of these countries showed that there are lucrative and in many ways unique investment opportunities in both of these markets.

牋牋牋牋The following passages of my work I spend on the analysis of the specific industry sectors and companies which I have chosen to invest in.

Rebalancing.

牋牋牋牋That part of the work was based around detailed explanations of the reasons for exchange of my assets. The market situation underpinning these decisions.

Performance Measurement.

1st Period:

Old Total Value of portfolio: �00

New Total Value of portfolio: �0.45

English: World GDP growth rate and GDP growth rate...

Gold Bar and Investment Jewelry

Investment

↓�9.55 ↓ 12.9%

Compared to a benchmark: World Equity Index = ↓1.36%

↓ 12.9% < ↓1.36% - underperformed the index by 11.54%

2nd Period:

Old Total Value of portfolio: �0.45 (first period)

New Total Value of portfolio: �5.88 ↑�.43 ↑ 4.07%

Compared to a benchmark: World Equity Index = ↑2.77%

↑4.07% > ↑2.77% - outperformed the index by 1.3%

Whole Period:

Old Total Value of portfolio: �00

New Total Value of portfolio: �5.88 ↓�.12 ↓ 9.4%

Compared to a benchmark: World Equity Index = ↑ 1.37%

↓9.4% < ↑1.37 - underperformed the index by 10.77%

Risk Analysis.

My portfolio was a subject to several risks, which included:

牋牋牋牋Inflation Risk Currency Risk

牋牋牋牋Security-Specific Risk

牋牋牋牋Interest Rate Risk Market

牋牋牋牋Liquidity Risk

Lessons Learned and Future Strategy.

牋牋牋牋I have greatly enhanced my analytical skills.

牋牋牋牋I would definitely apply a more conventional approach to investments.

牋牋牋牋I have a...