The paper "Investment Goals and Objectives " is a perfect example of a finance and accounting assignment. This report will account for investment undertaken for two months on bullion market where gold, silver and platinum were the main metals invested in this market. The other investment category was the stock market where four different companies stocks from Qatar are included in the portfolio of these companies include Qatar Telecom, Industries Qatar Co. , United Development Co. and Qatar Gas Transport Co. Finally, FOREX market currencies like GBP, USD, JYP and EUR against Qatari Riyal (QAR) will be included in our portfolio.
These assets will be bought and sold in order to earn capital gains with the aim of increasing the initial capital. In the end, we will evaluate the portfolio performance and measure up against our investment goals and objectives. Chapter I: Personal Finance This chapter will introduce the project report and outline our investment goals, objectives and philosophy and finally show how the investment amount has been distributed among the investment categories or assets. Introduction The process of the investment plan begins with the construction of the policy statement.
The policy statement is a road map that focuses on long-term and short-term needs, familiarity with capital market history and investors’ expectations (IAM, 2012:Byu. edu, 2012). In a policy statement, the investor specifies the type of risks they are willing to take and their investment goals and constraints. All the investment decisions are based on the policy statement to ensure they are appropriate for the investor because the investor needs change over time. The policy statement must be periodically reviewed and updated. The second stage in the investment process is the investment strategy which focuses on an examination of the current and projection of the financial, economic, political and social conditions.
It focuses on short-term and intermediate-term expected conditions to use in constructing a specific portfolio. Thirdly is the implementation of the plan by constructing a portfolio.
Bullion Rates. 2012. Bullion Prices. Retrieved from http://www.bullion- rates.com/gold/QAR-history.htm
Byu.edu. 2012. Explain the investment process and learn how to build your portfolio. Retrieved from http://personalfinance.byu.edu/?q=node/959
Forexpros. 2012. Historical data. Retrieved from http://www.forexpros.com/currencies/gbp-usd- historical-data
GulfBase. 2012. Company Profiles. Retrieved from http://www.gulfbase.com/profile- summary-united-development-co-udcd-11?pageid=39
IAM. 2012. IAM Investment Process, retrieved from http://www.iamadvisors.com/process.htm