QuickHelper

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About QuickHelper

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Elementary,High School,College,University,PHD

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Accounting,Applied Sciences See all
Accounting,Applied Sciences,Business & Finance,Chemistry,Engineering,Health & Medical Hide all
Teaching Since: May 2017
Last Sign in: 353 Weeks Ago, 1 Day Ago
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Education

  • MBA, PHD
    Phoniex
    Jul-2007 - Jun-2012

Experience

  • Corportae Manager
    ChevronTexaco Corporation
    Feb-2009 - Nov-2016

Category > Accounting Posted 30 May 2017 My Price 14.00

investment portfolio analysis

Question description

 

 

For this assignment, write a 5–10 page report examining the types of securities in your bank's investment portfolio. You will also make some inferences about the factors that played a role in the selection of securities for that portfolio. The possible factors are discussed in your text and this assignment also examines the maturity structure of your bank's securities portfolio.

INVESTMENT DATA

Access the data for your chosen bank through the FDIC's Statistics on Depository Institutions. Use the Statistics on Depository Institutions (SDI) to create a four-column report of your bank's information and its peer group information. This report should span across the years. Note: For Report Selection use the pull-down menu to select Securities and view this in Percentages of Total Assets.

ANALYSIS

For your analysis consider the following questions:

  • How has the relative size of your bank's securities-to-total assets changed across the periods?
  • Does your bank have more or less liquidity than the group of comparable institutions?

Using the chart function in Microsoft Excel and the data by columns, create four pie charts illustrating the profile of securities held by your BHC and its peer group. Provide titles, labels, and percentages.

Using the above information, create a report of your bank's securities portfolio and how it compares to its peers. Provide inferences concerning the factors, such as expected return, interest rate risk, and others, affecting the choice of securities.

INFERENCES FOR THE INDUSTRY

Based on the analysis of the investment portfolio for this company, and bank management theory, as covered in course readings and research, what strategies and recommendations can you offer for managing the sources of bank funds? Provide support for your position from relevant sources.

The company that i have chosen for this is JP Morgan Chase 

I have attached the previous paper to help with this paper if needed. 

Please let me know if you need anything 

https://www5.fdic.gov/sdi/main.asp?formname=compare

Here is the link to the FDIC.

Answers

QuickHelper
(10)
Status NEW Posted 30 May 2017 06:05 PM My Price 14.00

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