Investment Analysis | OTHM Level 7 Accounting and Finance Assignment 2026
OTHM Level 7 Diploma in Accounting and Finance
Investment Analysis
Unit Aims
The aim of this unit is to develop learners` understanding of investment theories and market equilibrium models and includes the requirement to perform bond valuations and evaluate current investment performance.
On successful completion of this unit, learners will be equipped with the skills to critically assess the cause and effect of developments on the world`s capital market. Learners will be able to make effective recommendations for future investments.
Learning Outcomes and Assessment Criteria
Task 1 of 2 – Report (ACs 1.1, 1.2, 4.1, 4.2, 4.3, 5.1, 5.2, 5.3)
Tim & Co is building a new factory in Yorkshire, England. They must pay a final construction payment of £9,000,000 in six months’ time.
Foreign exchange and interest rate quotations are as follows:
Prepare a portfolio of evidence that addresses the following questions.
- Is covered interest arbitrage worthwhile? If so, explain the steps and compute the profit based on an initial transaction of £9,000,000. Briefly discuss your findings.
- Identify laws and regulations controlling the financial services industry.
- Assess the principles of direct and indirect taxation and review the implications on a range of business stakeholders.
- Evaluate the key characteristics of different types of securities and assess the strengths and weaknesses of the securities.
Delivery and submission:
- 1x Report – 3000 words
Referencing:
Each section must reflect any supporting Harvard style citations.
A comprehensive Harvard style reference list must be included at the end of the work.
Task 2 of 2 – Presentation (ACs 2.1, 2.2, 2.3, 3.1, 3.2, 3.3, 6.1, 6.2, 6.3)
Air UK & Co PLC is an airline service company listed on the London Stock Exchange (LSE) and is based in the UK.
It is a low-cost carrier and has firmly established itself as the UK`s leading low fares scheduled passenger airline.
The primary objective of Air UK & Co is to offer airline services at low fares to generate more passenger traffic, whilst maintaining the focus on cost containment and operating efficiencies.
As the strategies, they developed have stimulated demand, Air UK and Co is now looking to invest in another listed company on the LSE which belongs to the economy / value class airline services and provides passengers with an economy class air travel experience.
For this assignment, you are the finance manager of Air UK and Co and are required to develop the business proposal presentation.
Prepare a comprehensive presentation to assess the viability of the business expansion project.
The following requirements need to be addressed when preparing the presentation.
- Review the regulations, policies and procedures used when trading in securities.
- Identify, analyse and review issues in global markets including the London Stock Exchange.
- Evaluate the portfolio management in relation to the investment according to the customer profile and needs.
- Justify appropriate types of savings and investments for the hypothetical expansion of Air UK & Co airline services.
- Explain the principles of investment theory and evaluate the use of securities.
- Demonstrate the underlying concepts of market analysis and efficiency.
Delivery:
- 1x PowerPoint Presentation
- 1x set of speaker notes supporting each PowerPoint slide
Submission:
- 1x PowerPoint Presentation (circa 1000 words)
- 1x set of speaker notes supporting each PowerPoint slide 500 words
Referencing:
PowerPoint Presentation must reflect any supporting Harvard style citations.
A comprehensive Harvard style reference list must be included at the end of the presentation.
Evidence to be submitted
- Report – 3000 words
- Business Presentation – 1000 words
- Presentation speaker notes – 500 words