creating and updating assessments of the performance and prospects for individual firms.

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creating and updating assessments of the performance and prospects for individual firms.

recommend whether or not the fund should buy further shares continue to hold shares or reduce their stake in that firm. Assuming the fund already hold a stake in the firm concerned.

 

Analyse a Listed Real Estate Firm

The scenario

  • You work in a fund that invests in global real estate securities.
    • Such funds are common enabling clients to invest in ‘global real estate’ through one vehicle.
  • Your function involves creating and updating assessments of the performance and prospects for individual firms.
  • This assumes that the fund is NOT an index fund but believes in active management.
  • For your chosen firm you have to recommend whether or not the fund should buy further shares continue to hold shares or reduce their stake in that firm. Assuming the fund already hold a stake in the firm concerned.