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Cost assignment

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7 views

Assignemnt

Cost assignment

Uploaded by

abenezertesfaye227
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Assignment -1: Questions (Individual Assignment)

Investment Management- 10 Marks


1. Find the interest on a 2-year loan of Birr 4,000 at a 6% rate by using simple interest
Method.
2. Find the interest earned on a 3-year investment of Birr 5,000 at 4.5% interest by using
simple interest Method
3. Terry Williams is going to borrow Birr 4,000 at 7.5% interest. What is the maturity
value of the loan after three years by simple interest Method?
4. Jim Sherman will invest Birr 3,000 at 8% for 5 years. What is the maturity value of
the investment by simple interest method?
5. Akiko is saving a little extra money to pay for her car insurance next year. If she
invests Birr 1,000 for 18 months at 4%, how much interest can she earn in the simple
interest method?
6. Habib is going to borrow Birr 2,000 for 42 months at 7% . What will the amount of
interest owed be in the simple interest method?
7. A borrower gets a loan in which she agrees to pay the bank Birr 4000 in 8 months at
6% simple discount. What is the discount and what are the proceeds?
8. If a borrower wants to have proceeds of Birr 4000 on a simple discounted loan for 8
months at 6%, what is the maturity value of the loan?
9. If an amount of Birr 5,000 is deposited into a savings account at an annual interest
rate of 5%, compounded semiannually, what is the value of the investment after 5
years?
10. Suppose you invest Birr 100 now in a bank, interest rate being 10 per cent a year, and
that the bank will compound interest semi-annually. How much amount will you get
after a year?
11. Calculate the amount of money needed now to purchase a laptop computer and
accessories valued at Birr 2,000 in a year if you invest the money at 6%.
12. John wants to replace a tool valued at Birr 150 in a year. How much money will he
have to put into a savings account that pays 3% annual interest?
13. ABC ltd. deposits a fixed amount of Birr 5000 at the end of each year for three years
at an interest rate of 6%. How much worth will be these annuities would accumulate
at the end of the third year?
14. If at the end of each month, a saver deposited Birr 100 into a savings account that
paid 6% compounded monthly, how much would he have at the end of 5 years?
15. Suppose a person receives an annuity of Birr. 5000 for 3 years. Suppose the rate of
interest is 10 percent, the present value of Birr. 5000 annuity is ?
16. An ordinary annuity pays Birr 50,000 per year for five years and the interest rate is
7%, the present value would be?
Group Assignment -10 Marks and presentation – 10 Marks
Assignment Title: Comprehensive Analysis and Portfolio Strategy
Objective:
To equip students with analytical and practical skills in company analysis and
portfolio construction by combining theoretical understanding with real-world
applications.
Group Division
Group A: Focus on Chapter 6: Company Analysis
Group B: Focus on Chapter 7: Portfolio Construction
Assignment Guidelines – Group A: Company Analysis
Group A will focus on analyzing a selected company's internal and external factors to
assess its overall performance. Begin by researching and presenting internal
information such as financial statements, management structure, operational
efficiency, and innovation capability, emphasizing how these factors contribute to the
company’s success. Next, examine external information by analyzing industry trends,
competitor performance, economic environment, and regulatory conditions, explaining
how these external factors influence the company’s operations and growth prospects.
Finally, integrate the internal and external findings into a comprehensive SWOT
analysis (Strengths, Weaknesses, Opportunities, and Threats) and provide actionable
recommendations to improve the company’s performance and address potential
challenges.
Assignment Guidelines – Group B: Portfolio Construction
Group B will focus on the key elements of portfolio construction, starting with
identifying the information basis required for building a portfolio, such as market data,
company performance metrics, and macroeconomic indicators, and explaining how
these sources inform investment decisions. Next, analyze the objectives and motives
of investors, exploring varying goals like capital preservation, income generation, or
growth, and illustrate how these objectives shape portfolio strategies. Conduct a
detailed risk-return analysis, demonstrating how investors balance potential gains
against risks and provide examples of portfolios with different risk-return profiles (e.g.,
conservative vs. aggressive). Lastly, outline the steps for the execution of a portfolio
strategy, including asset selection, diversification, and periodic rebalancing, while
incorporating tools or techniques such as modern portfolio theory or the CAPM model
to support effective implementation.

Writing Instructions
The assignment report should be structured with a clear and logical flow. Begin with
an introduction that briefly outlines the assigned topic and its significance. The main
content should be organized with appropriate subheadings to address all tasks
comprehensively, ensuring that each section is detailed and supported by evidence or
examples. Conclude the report with a summary of key findings and their implications.
The report should be between 2000–2500 words, formatted in Times New Roman,
size 12 fonts, double-spaced, with 1-inch margins on all sides. All sources must be
properly cited in APA style, and a complete reference list should be included at the
end. Ensure the final document is well-proofread and submit the digital copy by the
specified deadline through the designated platform or email.

Presentation Instructions (Group Assignment)


Each group will have 10-15 minutes to deliver their presentation. The format should
include a slideshow (e.g., PowerPoint) with a maximum of 10 slides that clearly present
key points, supported by relevant charts, graphs, or visuals to enhance understanding.
Group A should focus on presenting their findings on internal and external information,
SWOT analysis, and actionable recommendations, while Group B should emphasize
portfolio strategy objectives, risk-return analysis, and the execution methodology. All
group members must actively participate in the delivery, ensuring clarity, conciseness,
and professionalism throughout the presentation. Additionally, groups should be
prepared to address questions from the instructor and peers during the Q&A session
that follows.

Evaluation Criteria
Criteria Weight

Content Depth and Accuracy 40%

Organization and Clarity 20%

Presentation Delivery 20%

Creativity and Visuals 10%

Q&A Response 10%

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