Portfolio Business Plans Samples For Students

Introduction

The report is being prepared with the objective of discussing my portfolio strategy where according to my risk tolerance(high), an amount of $50000 will be allocated amongst various asset classes. In addition to the risk tolerance, creating a well-diversified portfolio will be on the top of my preference list. I am sure that with the amount of knowledge and traits relating to portfolio management, I will be able to create a balanced portfolio for myself that will help me to earn 12-13% return on per annum basis.

Investment Strategy and Risk Tolerance

The golden idea in the world of the portfolio management ‘’Never put all ...

INVESTMENT POLICY STATEMENT

INTRODUCTION
The main purpose of this document of Investment Policy Statement is to define a business relationship leading to agreement between the investor John Nowak, the heir of Nowak’s Delaware Wooden Pallets and the advisors Investment Advisors Ltd. represented by James Tower. James Tower will in his function of financial adviser to John Nowak, be responsible for the updates to the Investment Policy, monitoring application and notification of the need for updates and violations in Policy implementations. Investment Advisors Ltd. represented by James Tower will act as a fiduciary in their capacity as advisers to the Tower Family and ...

Business Advice

Abstract
Endowments funds are investment funds or financial assets that are donated to academic institutions like universities, NGOs, hospitals and churches. Endowments are generally invested by the fund management teams of the institutions into investment vehicles like real estate assets, equities, bonds and investment funds to generate an extra inflation adjusted income which helps in further asset formation and meeting the ongoing operational costs. XYZ University has decided allocate a portion of its endowment fund for direct investment in commercial real estate. The investment committee needs to take the decision by evaluating the options available in commercial real estate ...

Introduction

Strategic management is increasingly becoming an efficient ongoing process in developing and revising a future-oriented strategy that allows firms to attain their goals and considers their potential challenges and the environments to which they operate (Fred, 2003). This approach is particularly crucial in the aircraft companies where the demand for new aircraft and aerostructure components is booming in the global market. Thus, aircraft companies need to undertake a strategy formulation as an integral aspect of their strategic process in management. In our research, we focus on Spirit Aerosytems Inc, one of the leading aerospace manufacturer and designer of aircraft ...

Executive Summary

BlackBerry Limited is witnessing a decline in terms of market share and revenue. The company struggles to retain its loyal customer base as the consumers are switching to other brands. This marketing plan emphasizes on different marketing aspects that need to be consider by the company in order to regain its old position. The paper describes major strengths of the company that can help the organization in developing competitive advantages and tapping opportunities available in the market. The company is required to formulate an effective marketing plan in order to overcome its weaknesses such as diversified product portfolio, inventions and ...

Executive Summary

The UK energy market is privatized. It is dominated by the “Big Six” players (Pym 2013). British Gas is the largest energy supplier in the UK energy market. The rate at which electricity is distributed across the UK is almost same for all the players. There is no product or price differentiation in the market, and hence, the probability of customers switching between service providers is minimal or almost none (National Grid, 2014). This makes the market less competitive. The players offering better products and better services receive no added advantage over others. British Gas has a robust supply chain ...

Executive Summary

Advancement in technology and the growth of the internet has made many individuals to increase their frequency of using digital media and online information. Equally, there has been an increased need for businesses to strengthen their online presence in order to expand their marketing capabilities and access increased customer portfolios. Another important factor that has generated is the need for online presence is the need to develop a competitive edge in the business. This can be attributed to the fact that nearly all business aspects are dependent on technology. For this reason, Worldwide Web Functions Limited is dedicated towards the ...

Situation Analysis

Company
Trip advisor is a US Based Company the offers guide and review services to travelers seeking information on various travel destinations. The advice and reviews are on a wide range of services including flights, hotels, resorts and travel packages among others. The business’ key operations are online based and entail an interactive platform (TripAdvisor, 2016a).

Goals

The major goals of the Company are to offer trusted service as well as a variety of choices for travelers across the globe (TripAdvisor, 2016c).

Resources

The key resources of the Trip advisor are its online platform and skilled personnel that determine its ability ...

ABSTRACT

This paper covers general analysis of Fossil Group – an American company that was founded in 1984 (main product – accessories, recreational products, watches, etc.). This analysis includes the background of the company, its position on a market, and performance analysis: market shares dynamic, sales growth and profitability (Net Profit Margin). In order to do this paper the annual reports were overviewed as well as Bloomberg market analysis report. As a result, Fossil Group could be considered as a stable company, with a great background, strong position on the market, and good financial results.

INTRODUCTION AND BRIEF ON A COMPANY

Company’s Background
The Fossil Group was ...

Yanelisa Reyes

The University of Phoenix
Global Corporate Strategy for Microsoft Corporation
Executive Summary
After careful analysis of diversification events in the industry over the past ten years as well as an internal analysis of the company’s relevant strengths and advantages it is recommended that Microsoft take a number of strategic actions. The first is to increase presence in the Software-as-a-Service market globally with head-to-head competition with CA, Inc, a strong niche competitor in IT Management software market in the United States. The firm should also consider re-branding and migrating perception, address security concerns, and invest in growth through innovation, ...

The University of Phoenix

Global Corporate Strategy for Microsoft Corporation
Executive Summary
After careful analysis of diversification events in the industry over the past ten years as well as an internal analysis of the company’s relevant strengths and advantages it is recommended that Microsoft take two strategic actions. The first is to increase presence in the Software-as-a-Service market globally with head-to-head competition with CA, Inc, a strong niche competitor in IT Management software market in the United States. The second is to manufacture a mobile handset device to gain control of the value chain in the SmartPhone market, first domestically (United States) then ...

Adidas Group

Company Description
The history of Adidas Company can be traced back in 1924 when the company's founder, Adi Dassler established the "Gebrüder Dassler Schuhfabrik" to focus on offering athletes with the high-quality products. In 1928, the company produced the Gold medals to be presented in Amsterdam and Berlin in 1936 as the first journey for the company. In 1949, the Adi registered the "Adi Dassler Adidas Herzogenaurach" and started working with only 47 employees in Herzogenaurach, Germany. During the same year, Adi registered a shoe brand that had the Adidas 3-stripes brand. The introduction of the football boots ...

Business Plan for Super Green Smoothies

EXECUTIVE SUMMARY
Health is an important factor in everyone’s life, and people in the United Kingdom are moving towards healthy eating and drinking options with increased awareness of health related issues. However, it is determined that after having a boost in juices and smoothies market, now both of the markets are facing a decline in sales because of the negative publicity of smoothies. Smoothies faced negative publicity that they contain ingredients that damage teeth and high calories. Other smoothies those are famous with the label of green (organic) use sugar in their smoothies. There is no product in ...

1. Company Background and Business Overview
Depuy has a rich and long history of innovation. In 1895, a 35-year-old chemist named Revra DePuy started a business to manufacture fiber splints customizable to fit patients. He started his operation in Warsaw, Indiana (DePuySynthes, 2016). Depuy is the first orthopedic manufacturing company in the world. Because of the success of DePuy, Warsaw has become the orthopedic capital of the world. DePuy was the first company to introduce mobile bearing knee system (LCS Knee System). DePuy was also the first company to introduce Porocoat, a biological fixation to bone without the use ...

Executive Summary

Mission Statement
Situation Analysis
General Electric (GE) is an American multinational conglomerate corporation founded by Thomas A. Edison in 1878 and is headquartered in Fairfield, Connecticut. It serves diverse industries such as aviation, consumer electronics, electrical distribution, energy, finance, and healthcare, among others. The company has operations in major markets in more than 100 countries across the world (www.ge.com). In 2015, GE ranked among the Fortune 500 as the 8th-largest firm in the U.S. by gross revenue, and the 21st most profitable company (www.fortune.com & forbes.com, 2015). As of 2016 the company was listed the ninth-largest in the world among ...

575, High Street, Suite 201

Palo Alto, CA 94301
Re: Application to VIVO for the Position of Financial Analyst Position
With deep sincerity and utmost humility, I hereby declare my interest in the position of financial analyst at Vivo Company. My interest to work in this company is deeply founded on the immense knowledge and skills that I have acquired in the diverse academic life. Thus, I have a lot of confidence that my application to your company would be fruitful, as I have all it takes to turn around the phase of financial analysis within the company’s fold.
My education background stems ...

•What are our existing cost and profit structure and points of differentiation? The existing cost of Firm Malibu is high due to high promotion and advertisement expenditures for its new brands. It includes a huge amount that is to be spent on advertising and promotion of the new brand. The market research analysis reveals that the company needs to spend around $ 4,300,000 initially on advertising the product in the market. The profit structure of the company is to earn revenues of $ 47,659,000 in the third period. The point of differentiation is that Firm Malibu requires ...

1.0 Executive Summary
The majority of transporting companies optimize their clients with competitive rates, shorter transport durations, protection of goods, and convenience delivery. Nelson Transport SA shares its objectives many of its competing transport with the aforementioned criteria. Nelson Transport SA specializes in the transport of letters and furniture throughout Switzerland, but currently letter courier is the dominant service. Nelson prefers to stay streamlined with courier and trucking as they find these realms more profitable and better potential for business growth in the transporting industry. Nelson is expanding its vehicular capacity to suit the needs of customer orders, ...

The beta (β) of a stock is the measure of the stock’s volatility in comparison to the market. The market has a beta of exactly 1.0. The individual stock beta measures the deviation from this value. Thus beta measures the risk inherent in a stock. A beta greater than one implies the stock is riskier but also the returns are high; stocks with beta of less than one pose less risk, however the returns are also lower. Beta is important in finance as it measures the non-diversifiable risk of an investment.

The table below shows the stocks prices for various companies with different beta values.

Source: "My Portfolio." Yahoo Finance. Yahoo, 28 Nov. 2014. Web. 28 ...

Project Overview

As it was presented and further approved by the Board of Directors, this document aims to enact a detailed implantation plan of the Online Loyalty Program for the clients of an Eagle´s Next Hotel Chain. Current loyalty solution applying physical cards proves to be ineffective and market competition drives innovation in this sector. Given the IT capabilities and existing market technology it was suggested that the company develops personalized mobile application that will serve as a loyalty cards upon validation of the hotel stay.

The arguments behind the recommendation for the investment portfolio were summarized as follows:

- Financial benefits from the project account s for USD$ 20 million in profit over the ...

[Author’s name]

Introduction

The organizations and institutions play a crucial role in the economic growth process directly and indirectly. Numbers of economists have been traditionally concerned with determining and studying the factors that enhance the economic growth process (Lewis, 2011). Through the economic growth process, the rate of unemployment is reduced, increase in goods and services are supplied to economy and social welfare of country is improved. These all activities are provided to company by the organizations. Numerous researches have stressed the relevance of the role of organizations in supplying the necessary resources to increase such economic growth. This helps ...

Introduction

McDonalds Corporation is a multinational company founded in 1940 in Oak Brook, Illinois that operates McDonald’s restaurants. The company operates in 117 countries, in the United States, Europe, the Asia Pacific, the Middle East, and Africa with over 27,000 franchised restaurants and over 6,000 company-owned restaurants. Its products are known worldwide, from hamburgers and cheeseburgers, Big Mac, Quarter Pounder with cheese, Filet-O-Fish, chicken sandwiches, chicken McNuggets, french fries, salads, shakes, desserts, sundaes, even pies, cookies, coffee and other beverages. McDonald’s offers meals for breakfast, lunch, dinner and snacks. McDonald’s mission statement as found in their ...

Introduction

Apple Inc. is a corporation that was started by Steve Jobs and Steven Wozniak who were friends in high school. Through innovation by Wozniac and push from Jobs, they sold the first Apple 1 on April 1 1976. However, the company took off in 1977 when the Apple 11 was introduced into the trade show then after its incorporation on January 3 1977 in California. The company has grown in size, technology, modernization and has spread its products all over the world over the many years since its introduction. Some of its current products include the I Pad, I Mac, ...

Vaught Incorporated

Vaught Incorporated is a health care consulting firm that was started in 2008 by Chris Vaught. The company began as a humble seven member consultation team in a single room office (Vaught Inc. 2012). Today, the company has over 60 professional staff working in company branches in Indiana, Kentucky, Michigan, Ohio, Virginia and the flagship in West Virginia. The healthcare consultancy firm made it to the 500/5000 list of the fasted growing companies statewide (Vaught Inc. 2012). The list was compiled by Inc. and published in the Inc. magazine. The company provides customized to solutions to all its clients by considering existing ...

Financial Management Plan:

Microsoft Corporation must manage the existing challenges so that it can remain globally competitive. This involves dealing with issues such as flat demand, new competitors and the changing prices of commodities. With emerging markets in other countries, opportunities are expanding and drawing aggressive competition. The stakes are extremely high and many companies are fighting the double challenge of generating growth in revenue and remaining competitive (Bell, 1995).

Making such decisions requires the Corporation to address some critical issues:

Understanding the demand.
Microsoft Corporation must understand the context for all the investment decisions generating profits. However, it is difficult for software companies to make decisions because they are unable to ...

An organization should always use efficient strategies so as to have full knowledge of both the internal and external environments. These factors help an organization to deliver products and services according to the customers’ expectations and also gain competitive advantage against other competitors. Below, is the internal analysis of the firm:

SWOT analysis

-Economies of scale
-The Company is known as an international Company
-Powerful brand portfolio
-Unilever Company which introduced Lipton tea has always maintained a strong relationship with the retailers
-The product managers lacked efficient connection with customers
-Dual leadership by the company
-The brand ...