Strategic Financial Management Assignment for Penco

This is a paper that is focusing on the Strategic Financial Management Assignment. The paper also provides additional tasks to follow in writing the assignment paper.

Strategic Financial Management Assignment

Scenario
You have recently joined Penco,  a small pension fund that aims to strategically invest in low-risk companies with a historically satisfactory return on investment.

Task 1 of 3
Instructions:
Firstly, as a junior analyst, your first task is to review the market and select two companies listed on the London stock market and to access their financial statements. You should analyse their financial position, using the information from their financial statements and apply appropriate financial ratios.
Secondly, you should make recommendations to Penco to invest. Calculations and also financial ratios supporting the recommendation should be appended to the memo for the board’s attention.
Submission and delivery:
▪ 1x memo (circa 1000 words excluding supporting calculations and also financial ratios used)

Referencing:
• Each section must reflect any supporting Harvard style citations.
• A comprehensive Harvard style reference list must be at the end
of the work.

Strategic Financial Management Assignment

Task 2 of 3 Report
Scenario:
Firstly, the board of Penco approved your recommendations and decided to purchase stock in the two organisations you recommended. In fact, based on your recommendations, they decided to invest more than anticipated. The previous budget was £2,000,000 but the board wants to invest £1,000,000 in each of the two organisations you recommended which means that an extra £1,000,000 is required.

Instructions:
Write a short report containing:
An introduction discussing the need for short term working capital and long-term funds
A main body comparing the sources of funding, including their pros and also cons
▪ A justified recommendation of your choices of funding for the £1,000,000 using a range of criteria related to cost and also risk.
Submission and delivery:
▪ 1x report (circa 1500 words)

Referencing:
• Each section must reflect any supporting Harvard style citations.
• Lastly, a comprehensive Harvard style reference list must be at the end of the work