Fund Business Plans Samples For Students

Introduction

The report is being prepared with the objective of discussing my portfolio strategy where according to my risk tolerance(high), an amount of $50000 will be allocated amongst various asset classes. In addition to the risk tolerance, creating a well-diversified portfolio will be on the top of my preference list. I am sure that with the amount of knowledge and traits relating to portfolio management, I will be able to create a balanced portfolio for myself that will help me to earn 12-13% return on per annum basis.

Investment Strategy and Risk Tolerance

The golden idea in the world of the portfolio management ‘’Never put all ...

Part C

Question 1
Summary of financial position/net worth
Summary of financial position/net worth
*Home Contents

Question 2 - Part A

*1.5% of taxable income
**Interest is subject to 10% tax rate in Australia
According do Australian tax legislation Australian residents are subject to individual income tax. As Tony’s annual salary is $115,000, he is due to pay $17,547 plus 37c for each $1 over $80,000 for the group of tax payers having income between $80,001 and $180,000. By analogy, tax duties can be calculated for Clare. She receives annual payments of $80,000, thus ...

Executive Summary

This report shows the purported business plan of Nerd Patrol, a partnership business formed by three friends- John, Mary and Nabil. The business will be on hardware and software services, debugging, networking and franchise sales. The strategy to be adopted by the company would be using innovativeness in creating top quality for clients. Financial discipline would be adhered to. The long term goal of the business is to grow and start manufacturing innovative hardware components and software programming. Each role of active and passive managers is spelt out in this report. Employees would constitute of four units – computer engineers, marketing ...

Tax planning for retirees is no different than the non-retiree tax payers. Rather, the tax planning activity of the retirees is more cumbersome because of they often receive their income from social security benefits, pension funds, annuities and other investment plans, which tend to make payout to the insured person once they reach their retirement age. Therefore, it is important that the rather than waiting for the retirement age, the retirees should plan their tax payouts beforehand so that they can save money on taxes and help them protect their retirement income stream. Henceforth, an individual must understand the ...

Business Plan for baby Perfume

(Baby Lord Company, UK)

Executive Summary

The market for baby perfume in United Kingdom is virtually new, hence less competition and the ample room to grow is available. The profit maximization ratio for companies in this market is very encouraging and promising. Hence, Baby Lord Company will use the best of strategic marketing (product differentiation, TQM) in gaining greater market share and bringing the desired dividends to our partners, shareholders and financiers. We look to capture 40 per cent of the market share in our 4 years strategic plan.

Investment Strategy

Baby Lord Company, UK will operate to large extent niche marketing where ...

Stone Ranch foundation seeks to help the children in California to get better education across all the grades. The current changing world in technology needs proper education in the use of the technology, physical wellbeing and other aspects of individuals’ lifestyles. A well-rounded education benefits the students in that they can fit in any part of the world.
The organization offers support to teachers by provision of teaching aids which leads to better learning. They also support in credentialed reading and math which impacts to the teachers’ mode of teaching. The organization offer support in physical education program, ...

Introduction

This is a business plan worksheet for Making A Way Housing, Inc. (MAWH), which is a non-profit making organization that intends to provide shelter for the homeless. Some strategic issues need to be addressed, and an implementation and recommendation team needs to be set-up based on certain criterion.

Strategies to be implemented and Actions to be taken in implementing

Long-term financial stability
Based on worksheet 2, the organization does not have adequate funds for expenses and the budget is always in the negative. The organization has however set in motion plans to ensure long-term financial stability. The first action will be; the organization will rely majorly on donations from the ...

Other Information

Other Information
Other Information
Other Information

Charity Event Overview/Name

One of the greatest assets that we as Americans have is our freedom which includes freedom of speech meaning that no individual can be denied the right to express his/her opinions or judgement, freedom of worship though there are still times when people may feel persecuted because of their religious preference, and freedom from want which is considered a new principle of social and economic behavior (Murray, 1943). But sometimes we forget that there is a cost for this freedom.
Freedom is fought for on the battle field by men and women who ...

Business Advice

Abstract
Endowments funds are investment funds or financial assets that are donated to academic institutions like universities, NGOs, hospitals and churches. Endowments are generally invested by the fund management teams of the institutions into investment vehicles like real estate assets, equities, bonds and investment funds to generate an extra inflation adjusted income which helps in further asset formation and meeting the ongoing operational costs. XYZ University has decided allocate a portion of its endowment fund for direct investment in commercial real estate. The investment committee needs to take the decision by evaluating the options available in commercial real estate ...

INTERNATIONAL BUSINESS/ GLOBAL BUSINESS PLAN

1.0 Executive summary
The illuminator is a business that deals with the household appliances. Through the help of the management, the business has decided to go to the outskirts to expand on its markets and increase the sales (Barrow, C. 2011). By concentrating on its SWOT analysis, the company has found it best to have other branches in India. After having conducted an adequate research, the business has decided to move out to India and provide some of the household items like the fridges and cookers.
The following business plan will direct the company in establishing itself there ...

- Situation Analysis
Cardexx had recently experienced several changes because the new CEO was appointed. Leadership style had changed. There were changes in technology and operations observed as well. The new opportunities emerged as a result of focus on innovations and availability of higher quality data.

After careful analysis of the situation that occurred at Cardexx, the following challenges were identified:

• operating in a highly competitive environment;
• problems with security;
• poor leadership;
• absence of coherence in the teams.
Cardexx faced tough competition from the side of Visa and MasterCard. Cash is also seen as a substitute product to the payment cards. Thus, a new operational process is needed to offer either new or ...

The eventual goal of any proposal is to attract and convince potential funders. These funders, however, are hard to come by .One has to research about all potential funders that can associate with the mission of the drafted proposal (Frey, 2008). Several techniques have been established for individuals to effectively track or locate, contact and in the end cultivate funders for a project. This paper will objectively try to investigate and note techniques that encompass three core activities; location of grant funders, researching the donor and presentation of a funds requisition letter.
There are several ways of identifying potential funders ...

Executive Summary

This is a basic proposal made with the intention of funding the arising projects in the Town of Goodness Fall. However, this was after the mayor of the town realized that this urban center had problems in the police department. This followed interaction with a local non profit agency with whom they have partnered to source funds for this project. A needs analysis was performed and it provided some insights on the nature of projects which were to be implemented with urgency. As a result the proposal shall further outline the needs analysis as it was conducted by the nonprofit agency. This ...

- ABSTRACT
This document is a Financial Plan for a firm intended to offer physical health and fitness services commonly referred to as a gym. The document contains a summary of the following major components of the proposed business plan: Business background, source of funds to fund the firm and financial projections for the first three years after opening its doors to the first customer. The Financial Plans therefore gives at a glance the financial feasibility of starting the proposed business entity and its projected financial expenses and revenues for the first three years (Sinha 23).
- BUSINESS SUMMARY
- Establishment
...

I came up with the product that used E-ink and adds video capabilities to it. Imagine that you could take your kindle and highlight texts in electronic books, or even better take a stylus and Kindle, instead of a pencil and paper and write your homework directly in Kindle and then send it to your instructor. I think that would have many benefits, not only for students, bot for the environment also.

Benefits:

Environmental – Air is already polluted and we are still cutting off trees for producing paper. Since we have e-books and use less paper books, deforestation has decreased but just a ...

The National Sports Complex: Business plan

I. Executive summary
The National Sports Complex is going to be a full serviced sporting center with world facilities for various indoor games and sports located in Cape Town, South Africa. Currently there are no such kinds of sporting facilities within this African region. This business plan will therefore outline the feasibility study for the National Sports Complex in addition to providing the means or marketing plan for the facility. The business plan shall also form the basis upon which the goals and objectives of the National Sports Complex shall continuously be evaluated.
The National Sports Complex can ...