FIN 640 Milestone Three Guidelines and Rubric Overview: For your final project, the CEO has asked you, the new investment manager of XYZ Tech Company, to produce an investment analysis report. You will prepare an investment analysis report for the c

 

FIN 640 Milestone Three Guidelines and Rubric 

 

Overview: For your final project, the CEO has asked you, the new investment manager of XYZ Tech Company, to produce an investment analysis report. You will 

prepare an investment analysis report for the company, portfolio analysis template, a complete portfolio, and a justification of your investment strategies in an 

executive summary. 

 

For this last milestone, due in Module Seven, you will first complete your portfolio by comparing the risk/return trade-off on the investments you are compiling. 

Then, as part of the beginning of your executive summary, you will describe how your investments performed on both an absolute and relative (index or 

benchmark) basis. You will also assess investment performance for the seven securities by calculating the portfolio’s overall investment performance and briefly 

note how each security contributed to the portfolio’s performance. 

 

Prompt: First, review your completed portfolio analysis template to access the financial data you gathered for the seven securities in your investment portfolio. 

Forecast each company’s future revenues and earnings growth and analyze the risk and return tradeoff for these investments.  

 

In a 2- to 3-page paper, complete your portfolio by comparing the risk/return trade-off of the investments and then, in beginning your executive summary, 

describe how making these investments will position the company to generate an attractive absolute and relative investment performance and assess 

investment performance utilizing specific performance measurements. 

 

Specifically, the following critical elements must be addressed: 

 

II.  Portfolio: With your company and market analysis in mind, construct a complete portfolio that includes the following: 

D.  Compare the risk/return trade-off on the investments. Keep in mind the rates of return for shareholders on the proposed investment portfolio. 

 

III.  Executive Summary: Justify your investment strategies in a summary, utilizing your company and market analysis and portfolio for support. Include the 

following in your justification: 

A.  Describe how making these investments will position the company to generate an attractive absolute and relative investment performance. 

Support with examples. 

C.  Assess investment performance utilizing specific performance measurements. 

 

Support your responses with the data from the portfolio analysis template and other information you have gathered from the financial resources you 

have consulted in this course. Be sure to apply instructor feedback on this milestone to your final project. 

 

 

    

Rubric 

Guidelines for Submission: The written component of this milestone should be submitted as a Word document, 2–3 pages in length (this includes the start 

of your executive summary), double-spaced, using 12-point Times New Roman font, one-inch margins, and the latest edition of the APA manual for formatting 

and citations. 

 

Please note that the grading rubric for this milestone submission is not identical to that of the final project. The Final Project Rubric will include an additional 

“Exemplary” category that provides guidance as to how you can go above and beyond “Proficient” in your final submission. 

 

Critical Elements  Proficient (100%)  Needs Improvement (75%)  Not Evident (0%)  Value 

Portfolio: Risks/Return  Compares the risk/return trade-off on 

the investments 

Compares the risk/return trade-off on 

the investments, but comparison is 

incomplete or contains inaccuracies 

Does not compare the risk/return 

trade-off on the investments 

30 

Executive Summary: 

Position 

Describes how making these 

investments will position the company 

within its industry in the market, 

supported with examples 

Describes how making these 

investments will position the company 

within its industry in the market, but 

description is cursory, is insufficiently 

supported, or contains inaccuracies 

Does not describe how making these 

investments will position the company 

within its industry in the market 

30 

Executive Summary: 

Investment 

Performance 

Assesses investment performance 

utilizing specific performance 

measurements 

Assesses investment performance 

utilizing specific performance 

measurements, but measurements 

used are inappropriate, or assessment 

is incomplete or contains inaccuracies 

Does not utilize performance 

measurements to assess investment 

performance 

30 

Articulation of 

Response 

Submission has no major errors related 

to citations, grammar, spelling, syntax, 

or organization 

Submission has major errors related to 

citations, grammar, spelling, syntax, or 

organization that negatively impact 

readability and articulation of main 

ideas 

Submission has critical errors related 

to citations, grammar, spelling, syntax, 

or organization that prevent 

understanding of ideas 

10 

Total  100%