Assign Case #2 Problem 7-37 (Bhavika Investments) Bhavika Investments, a group of financial advisors and retirement planners, has been requested to provide advice4 on how to invest $200,000 for one of its clients. The client has stipulated that the money must be put into either a stock fund of a money market fund, and the annual return should be at least $14,000. Other conditions related to risk have also been specified, and the following linear program was developed to help with this investment decision: Minimize risk = 12S + 5M Subject to S + M = 200,000 Total investment is $200,000 0.10S + 0.05M ≥ 14,000 Return must be at least $14,000 M ≥ 40,000 At least $40,000 must be in money market fund …show more content…
He had not yet developed any technical knowledge about the manufacturing process, but he had toured the entire facility, located in the suburbs of Mexico City, and had met many people in various areas of the operation. Mexicana, a subsidiary of Westover Wire Works, a Texas firm, is a medium-sized producer of wire windings used in making electrical transformers. José Arroyo, the production control manager, described the windings to Garcia as being of standardized design. Garcia’s tour of the plant, laid out by process type (see figure 7.20), followed the manufacturing sequence for the windings: drawing, extrusion, winding, inspection, and packaging. After inspection good product is packaged and sent to finished product storage; defective product is stored separately until it can be reworked. Office Wire Drawing Finished Product Storage Rework Department Receiving and Raw Material Storage Extrusion Winding Packaging Rejected Product Storage Inspection On March 8, Vivian Espania, Mexicana’s general manager, stopped by Garcia’s officer and asked his to attend a staff meeting at 1:00 p.m. “Let’s get started with the business at hand,” Vivian said, opening the meeting. “You all have met Ron Garcia, our new management trainee. Ron studied operations
This paper will assess my ability to maximize my personal return on investment with an allocation of $1,000,000. The overall goal of this exercise is to obtain the highest return possible within the next 12 months. I am limited to the following asset classes for allocation of all investments:
These decisions may include selling and buying of stocks, bonds, futures, currencies and so on. Stocktrak.com helps to implement the investment decision process as it includes evaluation tools for securities being traded at stock market. The website provides graphical historical performance of stock prices and this graphical performance can be analyzed for making different investment decisions related to those stocks. This project will be investing the given specified amount in a portfolio. The portfolio investment will help to reduce the level of risk associated with investment. With the reduction in level of risk, the average return of portfolio investment will increase as compare to individual investments. Thus, portfolio investment is better option for investment as compare to individual
Listen fully to what the customer is saying. Try to gather all the facts about the complaint and write them down. Ask questions and summarise what that are saying.
Regarding the recent issues concerning unsafe lead levels in the whistles to be shipped to our client in South America, I would like to propose the following solutions to provide speedy and satisfactory resolution to this problem:
The internal stakeholders should include the board of directors, top managers, middle managers, and the staff. Their values and opinions towards the core purpose and values of DJJ are indispensable and important. Developing some surveys and organizing the meetings among the staff are helpful ways to learn and exchange ideas and thoughts about DJJ’s mission and values. The surveys may include the degree of staff satisfaction about the current mission statement and, in case if disagreement, include ways to change and improve the statement. Then, targeting the “customers” that DJJ would mainly serve and focus on is an efficient way to identify the external stakeholders and clarify the core purpose of DJJ.
Many professionals, young and old, are looking at investing their money in different areas. Some would choose investing on a start-up or banking it all on mutual funds. But there is one way people can invest their money for the “Betterment.”
I’m writing to give you some recommendations on your investment strategy on behalf of the College of Business Administration of Kent State University.
Retirement brings a huge shift in one’s life. And the change could affect the financial status as well. Therefore, it is quite important for the retirees to ensure coherent investment and financial plans. http://www.squamlakesfinancial.com/retirement-planner/
An investment firm with the name of J.D.Williams, Inc. helps many of its clients invest over $120 million for the last 40 years. We have many personal investors helping many individuals with their investments. We create personalized plans for our clients depending on their needs. Our company has multiple methods to help its clients with investments. We use many different approaches when it comes to assessing and making an appropriate plan for the investment.
The Vanguard group offers some investment options that one can consider investing in. These investment options include; retirement planning services, brokerage services and educational information for individuals. The retirement planning services are more of the services that have grabbed a wide range of the company’s customer base. There are some costs associated to the long run investment which cannot be avoided by all mean.
Assume that one of Philip’s clients is a married man, aged 36 with two young children, who wishes to reallocate a significant portion of his retirement funds that are currently invested in certificates of deposit. Philip recommends a growth investment, and he identifies the three representative possibilities shown in Table A.
EXECUTIVE SUMMARYMerrill Finch Incorporated is a large financial services corporation. As a newly hired financial planner for the company, I have been assigned the task of investing $100,000 for a client. The investment alternatives have been restricted to five options: T-Bills, High Tech, Collections, U.S. Rubber, Market portfolio, and a 2-Stock portfolio.
What type of financial investments would you invest in if you were given 10,000 dollars, what made you choose these investments, as well as; how did your choices affect your decision as to tracking these financial investments through the usage of financial strategies and trends. While finding the right pecuniary investment to finance in is never an easy decision, one must first do their research as to what type of financial resources are available on the market to invest in; then apply those financial decisions and strategies to their financial market plan. Let’s begin with what a financial market does, “financial markets perform a vital function: they transfer funds from savers (individuals and organizations willing to defer using some