investment portfolio analysis, business and finance assignment help

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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.

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