MGT204 ****Corporate ****Finance ****&Portfolio ****Valuati on
Individual ****assignment
Weighting-100%of ****the marks for this module
This is an individual assignment ****of 2,500 ****words ****for ****guidance ****purposes.
The ****hand in ****date is: Tuesday 20th ****May ****2025 ****by ****4.00pm ****UK time.
Requirements:
Students are required to select ONE ****of the two possible questions contained within the assessment.Each question carries a maximum mark of 100 marks.
The assignment has been designe d ****to cover the following ****learning ****outcomes associated ****with ****successful ****completion ****of the ****module:
LO1: ****Compare and contrast a range of theoretical models that underpin corporate finance and portfolio valuation decision-making.
LO2: ****Apply,analyse,and interpret how financial data influences financial decision-making.
LO3: ****Critically reflect upon how financial decision-making tools and techniques impact upon the value of a portfolio.
Part ****A
You have recently obtained employment within the investment analysis team at Fleetwood PLC,a financial advisory firm that makes regular investments in several FTSE350 companies'ordinary shares that are listed on the London Stock Exchange (LSE).Initially, you have been provided with f1 million worth of company funds to invest over a 12-week timeframe. As part of the initial investment portfolio,you are required to select five FTSE350London Stock Exchange listed companies and invest the funds equally within their ordinary shares.Furthermore,on a minimum of three separate occasions within the 12-week timeframe you have been asked to sell one of the investments and to reinvest the funds in a differing company that you have chosen.
Required:
Provide a report to the Board of Directors of Fleetwood PLC that offers critical reflection and analysis of the decision-making process regarding the investments undertaken across the 12-week timeframe.
In **this **section **students **should **critically **analyse **and **reflect **upon **the **various **decisions **taken regarding the investments made across **the **twelve-week timeframe.The **decision-mak ing **process must be underpinned by relevant themes and concepts t hat are prevalent within the **field **of **corporate **finance **and **are **covered **within **the **modular **content . The **introductory section **of **the **report **should **provide **a **clear , robust **rationale **that **clearly **justifies **and evaluates **why **the **selected **companies **were **chosen **as **part **of **the **initial **portfolio . Upon removing **and **adding **to **the **portfolio **the **student **should **offer **clear justification for the **choices **undertaken **and support **this **with **relevan t financial information,analysis **and **evaluation **that **draws 代写MGT204 Corporate Finance upon **a **range **ofco rporate **finance **topics.Upon **adding **a **share **to **the **portfolio,it must **be **retained within **the **portfolio **for **a **minim um **one-week duration.It would **be **expected **that **the **report **would **incorporate **a **rang e **of **charts,tables,and **screenshots **of portfolio **performance t o **visually **enhance **the **quality **of **the **work **submitted . **Within **the recommendation/conclusion section students should c learly identify and reflect upon the **decisions **undertaken **and **elab orate **upon **what **they **have **learnt **across **the **duration **of the portfolio - based **exercise . Students **will **not **gain **further **marks **based **upon **the **portfolio performance , **rather **they **should **reflect **upon **the **decisions **undertaken **during **the **simulated exercise.
Total for Part A-100 marks
Part ****B
You have recently joined the investment team as a financial analyst at Patterson PLC,a financial advisory firm based within the City of London.As part of the initial duties you have been asked by the Board of Directors to investigate the five-year performance of ONE ****of the following FTSE100 listed companies provided below with the view to potentially investing future company funds into the chosen company:
i. BP PLC.
ii. Tesco PLC.
iii. Marks &Spencer Group PLC.
iv. Astrazeneca PLC.
v. Rio Tinto PLC.
vi. Sainsburys PLC.
vii. BAE Systems PLC.
vii. Next PLC.
ix. National Grid PLC.
x. BT Group PLC.
xi. Sage Group PLC.
xii. JD Sports Fashion PLC.
Required:
Select any ONE of the above companies and prepare a report for the Board of Directors of Patterson PLC analysing and evaluating the five-year performance of the chosen company.
In this section students sho uld demonstrate both knowledge and understanding ofa range o f topics,theories,and **concepts **covered **wit hin **the **MGT204 **Corporate **Finance **&Portolio Valuation **module.A **report **format **should **be **utilized **that **offers **clear,conci se **analysis, resulting **in **the **production **of **robust **recommendations . You **should **choose **to **analyse approximately 3 topics **from **the **syllabus **including ******the **key **performance **indicator **ofshare price **analysis / fluctuations / key **events . Further **topics **and **concepts **that **can **be **considered for in clusion within the report include evolution of **corporate governance **policies,financ in g **strategies,investment strate gies,capital structure alterations,dividend **poltcies,financial **ratio **analysis **and **merger **and **acqutsiti on **activities.This **is **not **an **exhaustive **list **and students should be **prepared to **investigate **other key **aspects **from **the mo dule **if **they **feel necessary . It ******is ******imperative ******you ******choose ******one ******of ******the ******above ******companies ******as ******listed ******within ******th e above.
Total ****for ****Part ****B-100 ****marks
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