Business BTEC - Unit 4 Assignment 2

Scenario - Continued

You have now completed your training programme successfully and the company is keen to give you your first proper financial project.

The company has recently been approached by Mr Dimes. He has recently been left Ј45,000 in his mother's will and would like to invest this in 3 UK companies (Ј15,000 in each), but would like them from a range of sectors of the economy.

Assessed Criteria

P3 - Produce Corporate Communications.

P4 - Evaluate the external Corporate Communications of an existing product or service.

Unit 4 Assignment 2

Task 1

You will be working on this financial investment case with you line manager Alan James. Alan has asked you to do the following;

Select 3 UK based companies that are quoted on the stock exchange.
Prepare a 1 to 2 page report on each of the companies to include details of their history, sector, size and past performance (last 3 yrs only).
Monitor the company share prices for 3 months based on ВЈ15,000 invested in each and then use this data to generate a series of appropriate charts
Prepare a presentation on the performance of the companies that you have selected. You will use this presentation to then report back to you line manager Alan James and the customer Mr Dimes. Brief details from the reports should be included in the presentation to introduce your companies and the presentation should also include a conclusion where you comment on the performance of the companies selected and whether based on this you would choose to invest. To enhance this, comparison could be made to the performance of the FTSE 100 index over the same period and your knowledge of the current economy should also help in making recommendations.