Volatility Reports Samples For Students

Introduction

Investment and risk are the two sides of a same picture, and there are no two ways to find the close relationship of both of these variables in a perfect manner (Anderson & Styan, 1990). The tradeoff of investment and risk is highly effective for an investor, because an investor would be more cautious about the association and addressing of risk, rather than of yield. Risk or deviation can also be termed as volatility in the field of finance, and the computation related to the same would be extremely critical.
During the current global financial crisis (GFC), there were numerous indexes ...

Financial Institution Supervision: Insurance Companies

Introduction
Insurance, in the simplest terms, means a transference of risk from the insured to the insurer. Around the world, individuals, families and businesses take advantage of the provisions of insurance so as to protect the possibilities of catastrophic losses that could occur due to loss of life or failure of a business. Over a period of time, the insurance industry has matured to throw up a multitude of products, and has grown into a multibillion-dollar industry.
The management of risk is the key to the operations of the insurance industry. While insurance agencies have necessary internal checks and ...

Part A)

1) Following the CAPM Model:
0.13= 0 06+ Beta (0.13-0.06)
0.13= 0.06+ 0.07 (Beta)
Beta= (0.13-0.06) /0.07
= 1
2) Beta is the measure of a stock volatility or risk embedded in the stock in response to market as a whole. It is considerable that volatility is the amount of uncertainty in the stock price, and it is the beta measure that captures the volatility in response to changes in the market index. Important to note, if the stock has a beta of 1, this indicates that the stock value will mimic the movement in the market index. Similarly, if ...

Introduction

An investment portfolio can be defined simply as where one keeps one’s money. If one chooses to keep all one’s money as cash in one’s bank account, then that becomes one’s portfolio. Definitely, it is not a smart investment portfolio. The interest one will be earning from the bank will probably be less than the inflation rate. Therefore, the value of money over time will decrease. Because of this reason, it is advised that one should spread one’s money around a few different investment instruments. Investment can be of different types based on the requirement of ...

Herding: An Introduction

While psychologist call it as Herd behavior, the financial pundits go with the word ‘’ Herding’’. Herding is a behavior trait found in an individual where his investment decisions are decided by the majority. In other words, it refers to instances when the individuals gravitate towards same or similar investment based solely on the fact that the majority of the investors are doing so. Important to note, since decades, financial pundits has claimed that such action of investors where they enter into herding environment, leads to inefficiency of the financial markets by causing large or unsubstantiated sell-offs which have no fundamental ...

Risk Monitoring

Risk Management is one of the three pillars of Risk Management Techniques i.e Risk Monitoring, Risk Measurement and RAIM(Risk Adjusted Investment Management). Since the present investment world is highly dynamic, the risk factors in the portfolio changes everyday and hence the impeccable need for risk monitoring arises. The process of Risk Monitoring involves identifying known and new risks in the portfolio so as to verify the execution of risk plans and evaluate their effectiveness in current risk scenario. This whole process helps the institutions to monitor changes in the what amount and from where the risk is coming ...

Business Valuation

The forecasted sales growth rate is expected to be at 24% from the year 2015-2018 reflected by an increase in the sales from 98,375 to 230,704. Such an increase can be explained by the fact that, Oroton group signed a new contract with Brooks Broters, a move expected to sustain the sales even after the loss of Ralph Lauren.

Forecasted ATO

The forecasted ATO stands at 2.2179, consistent over the period of 5 years. Such consistency is explained by the fact that, Oroton has fashion leather goods as its main products which have been consistent over the five years.

Forecasted PM

The forecasted ...

Executive Summary

Fossil fuels are the predominant source of energy for industrial and transportation consumption. It is however expected that in a few more decades, fossil fuels will have lesser role to play than non-conventional oil and gas sources and renewable energy sources. This paper presents an overview of some of the socioeconomic factors that are driving the global oil industry and their implications for the UK industry. Four key influences are studied to understand the implications for the industry in terms of economic and environmental factors.
The steady influence of OPEC is a significant factor in the pricing of crude ...

Portfolio 1

The following table presents a summary of the portfolio constructed using a mix of technical and fundamental analysis. The technical part considers the volume of the trading selecting stocks with substantial trading volume for purpose of ease of buying and selling as well as price movement. On the other hand, the fundamental analysis part considers the stocks’ performance in terms of market capitalization, EPS and P/E ratio. Further, it considers the factors likely to influence the UK stock market as well as individual organization’s performance. With that, the table summarizes the individual stocks and overall portfolio’s performance.

Source: (Virtual trader 2016a).

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Executive Summary 4

Introduction to Bovis Homes Group PLC (BVHMF) 5
Objectives of this Report 5
Methodology – Three-Year Financial Performance Analysis through Ratios 5
Liquidity Ratio Analysis 6
Current Ratio 6
Quick Ratio 7
Overall Liquidity Performance 8
Debt Management Analysis 8
Debt-to-Equity Ratio 8
Interest Coverage 9
Overall Debt Management Analysis 9
Analysis of Operating Efficiency 10
Receivable Turnover (in days) 10
Inventory Turnover (in days) 11
Fixed Asset Turnover (in times) 11
Overall Efficiency Management 12
Analysis of Profit Generation Capacity 12
Net Profit Margin 13
Return on Equity 13
Valuation Using Forecasted Dividend Growth Model 14
Investment Decision – Conclusion ...

Forecasting and Risk-Return Analysis: Verizon Communications

Answer 2)
In order to estimate the risk factor employed in the Verizon’s stock, we conducted a regression analysis using the daily return of Verizon stock as a dependent variable and daily return of S&P 500 index as an independent variable for the period of January, 2012 to December, 2014. Below are the results output:

Analysis

Referring to the regression results, we found the R-square multiple at 21.02%. Important to note, the R-square multiple, which is also known as coefficient of determination spells out the percentage of the daily return of Verizon stock that is explained by the daily return ...

- Introduction
This report presents an assessment of two stocks, Westpac and Whitehaven Coal Ordinary, in terms of their stock conditions and prices. Regression model has been used to critically analyze the co-relation between the returns of both the Companies and relationship of these variables with other components like Australian interest rates and yield and treasury bills has been studied.
- Stocks Analyzed
Of the two stocks, in my opinion, Westpac is most inefficiently priced. The reasons for this assessment may be the following two observations:
- Lesser return: A lesser return signifies that the ...

Portfolio Summary

Executive Summary:
The portfolio which consists of twenty (20) stocks from varied industries has been benchmarked against S& P500 index on weekly basis from 8-4-2014 to 29-5-2014. During the period of our analysis, while the S&P 500 index has earned return in the range of -1.43% to 0.43%, the portfolio performance on the other hand has been bumpy. For Instance, in the beginning week of our investment, the portfolio earned a return of 12.37%, by the end of last week; the portfolio earned a return of -10.99%.

Management Discussion and Analysis:

The portfolio consists of twenty stocks and has been benchmarked against the S&P ...

CAPLAND AND REAL ESTATE ADVISORS PVT. LTD.

Doc. Ref. 2013:01

CapLand Real Estate Advisors Pvt Ltd

Target Audience:
Importance: High
Outcome Required: Response & Direction
Introduction of the company: The firm of CapLand Real Estate Advisors Pvt Ltd has been actively involved in providing services to the public in the field of real estate valuation. Their headquarters are located in the city of Queensland, Australia but they operate and provide their services throughout the country. It is a specialized company that combines the expertise of a commercial real estate agency, a development management platform and a real estate consulting team. Together with so many specialties they offer a ...

Impact of Macroeconomic Variables on My Business

Abstract
I examined in this report the impact that the changes on the different macroeconomic variables e.g., price level, interest rate, and exchange rate have on the economy. Also, an analysis of how fiscal and monetary policies of the Australian government are presented as these policies and variables influence the success or failure of my business, the CadsBerri. Then my analysis dwell on the net value model by Brandenburger and Nalebuff to show that rational strategy could help my business survive despite the uncertainties posed by the macroeconomic environment.

Introduction

My business is on manufacturing and exporting of good ...

Abstract

Financial analysis is an essential tool in the hands of the manager, as it is with its help the decisions related to the company’s finances are taken. Without the analysis and grounds for making such management decisions, the firm cannot achieve the desired level of income, or the lack of financial settlement will lead the company to bankruptcy. The purpose of the assignment was to perform financial analysis of a company listed on the Bursa Malaysia. Dominant Enterprise Berhad was chosen for the completion. The Malaysia-located company turned into public listed organization with thirteen subsidiaries, operating on production ...

Investment Portfolio Management

The company was established in 1997 and its main activity is to provide is a global coverage for streaming movies and TV series. The total subscribers to the services are 75 million people spread over 190 countries. It is the world leading on the side of linear TV networks covering most of the entertainment movies and series. They offer their programming though this is done on-demand via the applications which run on both phones and the smart TVs.

Historical price method

Using the analyst consensus method to predict Netflix stock price 12 months from today we will rely heavily on the methodology. ...

Executive Summary

Risk management is the core function required to address the impending possibilities of a global financial crunch that might occur due to higher volatility in financial and commodity markets. Financial risks like Credit risk, Foreign Exchange risk, Interest Rate risk, etc. are of a prime importance as they result in the direct downswing of the involved business markets in the respective economies. Organizations have developed specific enterprise level risk management frameworks to encounter the business and market risk related contingencies. Financial risk models have already been defined by the BASEL committees in segment like those of expansion strategy, capital ...

ANALYSIS OF DIFFERENT EXCHANGE RATE REGIMES WITH EFFECTS ON INTERNATIONAL TRADE

References 13
Analysis of Different Exchange Rate Regimes with effects on International trade
Exchange Rate Regime or System
It is an economic and financial system in which one country manages its exchange or foreign currency rate against other currencies as well as measurable standards such as gold and silver etc. it is imperative to remember that an exchange rate represents the price of any currency in terms of other foreign currencies.
Varieties of Exchange Rate Regimes
When different parties, investors and government authorities, trade or deal in Foreign Exchange (FOREX) market, it is quite imperative for all of them ...

Aggressive Equity investors

Aggressive equity investors play their equity game both actively and vigorously. They spend most of their time and effort in managing their portfolio better than their conservative counterparts. The aggressive equity investors are inclined towards taking greater risks, although in a calculated manner, in order for them to earn superior rates of return. They seem to enjoy the pleasure and adventure of playing the equity game (Chandra, 2008). The following guidelines are relevant to for aggressive equity investors for investment decisions.
If equity investors wish to manage their investment well they should know that they should have knowledge of ...

Financial Markets and Institutions

Impact of Credit crisis on financial market liquidity
The financial crisis which the United States economy had to face during the years of 2007 – 08 was the worst of its kind. The banking system had not faced a crisis of this magnitude since the 1930s which forced professionals who belong to this field to question the state of liquidity of the system. The central role that banking institutions, and which the financial business performs as such, is to provide the public with cash, allow them to make deposits and invest their funds in securities or provide them with term ...

- The project company, AstraZeneca PLC (AZN.L)
- Two selected competitors, GlaxoSmithKline (GSK.L) and Aeolus Pharmaceuticals (AOLS)
- The FTSE100 Index (of which both AstraZeneca and GlaxoSmithKline are constituents)
We collected the stock prices for the period 2013/10/01 – 2014/03/21 from Yahoo Finance. To compare returns, we used adjusted close prices because they take into account stock splits and stock offerings as well as dividends. The comparison of the share price behavior of the companies compared to the FTSE100 can be seen in the chart below:
As can be seen, AstraZeneca clearly outperformed its peers by a ...

Currency Hedging

Introduction
Currency risk is an intrinsic aspect in the foreign market. The enterprises that operate in this environment have a variety of derivative instruments that can be used in connection with these risks. Managing these risks requires enterprise wide coordination otherwise; these international exposures will affect the value of the currency. Therefore, global equity portfolio managers have resulted in a variety of methods to currency hedging to manage the uncertainties in the foreign market. This is so because currency hedging reduces the financial risk, which occurs in the foreign market. Therefore, the paper will evaluate the currency hedging and how ...

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Introduction

The trading game is one of the things that sustains and enhances the gap between rich and poor within the international trading system that guides strong, well organize countries in comparison to more than poor ones. While, the Chicago board options exchange is the exchange market utilized for trading standardized options contracts, which include stock options, leaps, interest rate options, foreign currency options and index options . Several CBOE options are traded in the open protest system in which exchanging members perform as market makers where the Chicago board options exchange ...

[Insert Student’s Name]
[Enter Affiliation]
[Enter Date]

Introduction

The trading game is one of the things that sustains and enhances the gap between rich and poor within the international trading system that guides strong, well organize countries in comparison to more than poor ones. While, the Chicago board options exchange is the exchange market utilized for trading standardized options contracts, which include stock options, leaps, interest rate options, foreign currency options and index options . Several CBOE options are traded in the open protest system in which exchanging members perform as market makers where the Chicago board options exchange ...

Introduction

Financial statements are documents that public companies or corporations create and publish for the benefit of current investors and shareholders, and also for the benefit of people who may want to invest in that particular public company in the future. There are a lot of things that can be obtain and or analyze in a financial statement. For instance, a fund manager looking for a company that has a high level of and consistent growth rate may be able to determine whether any particular company listed in the New York Stock Exchange has had this feature by simply looking at any one company’s ...

E. I. du Pont de Nemours and Company (NYSE Ticker: DD)
E. I. du Pont de Nemours and Company is a science and technology company operating worldwide. The company has several business segments: Electronics and Communications segment; Industrial Biosciences segment; Nutrition and Health segment; Performance Chemicals segment; Performance Materials segment; Safety and Protection segment and Pharmaceuticals segment.

The company had sufficient short term assets to meet its short term obligations in 2013. However the company lagged behind its peer companies in maintaining liquidity. Its average collection period was longer than its peer companies. So the company has to investment ...

Optimal leverage analysis

The Toll Holdings Limited is an Australian company whose operations are majorly in transport on roads, sea, rail and air. The company, in its operations, requires to be financing at all times. Sometimes the profits the company makes are not enough to finance all its projects. It, therefore, calls upon the company to think of a better way to finance its projects. One of the ways of financing the projects is through taking of debts. These debts are supposed to be scrutinized by both the company and the lender. Some debts might have some negative implications on the company and, ...

Executive Summary

Fundamental analyses of company shares involve the review of the financial aspects of a company and generate metrics, such as the price and book value of a security or the enterprise value and the EBITDA to value of a stock. Conversely, the technical analysis of a company shares involves the valuing of company shares on the historical information about pricing and volume. In this analysis several assumptions are used: the market value is taken to reflect the demand and supply of the security, the demand and supply are driven by factors such as economic and information analysis which are rational and speculations which ...