Question Tag: Investment policy

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QTB – Nov 2015 – L1 – SB – Q6 – Operations Research

Formulate a linear programming problem for optimizing investment in conservative and speculative inventories under given constraints.

Assume that the management of Community Bank Limited wants to invest up to N100,000 in inventory considered to be either conservative or speculative. The company’s board-approved investment policy is that the investment in conservative inventory should be at most N80,000, while the investment in the speculative inventory should be at least N12,000. Assume further that N1.6 return is expected on each naira invested in the conservative inventory, N2.0 return is expected on each investment in the speculative inventory, and that monetary policy regulations require that investment in the speculative inventory should be at most one-third of the investment in the conservative inventory.

Required:

a. State the type of Operations Research problem described above. (2 Marks)

b. Formulate mathematically the:

i. Objective function. (4 Marks)

ii. Constraint inequalities. (8 Marks)

iii. Investment problem. (6 Marks)

(Total: 20 Marks)

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AFM – Nov 2016 – L3 – Q1a – The role and responsibility of senior financial executive/advisor | Financial strategy formulation

Discuss the interrelation between investment, financing, and dividend policies and their effect on firm value.

When determining the financial objectives of a company, it is necessary to take three types of policy decisions into account: investment policy, financing policy, and dividend policy.

Required:
Discuss the nature of these three types of decisions, commenting on how they are interrelated and how they might affect the value of the firm (i.e., the present value of projected cash flows).

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QTB – Nov 2015 – L1 – SB – Q6 – Operations Research

Formulate a linear programming problem for optimizing investment in conservative and speculative inventories under given constraints.

Assume that the management of Community Bank Limited wants to invest up to N100,000 in inventory considered to be either conservative or speculative. The company’s board-approved investment policy is that the investment in conservative inventory should be at most N80,000, while the investment in the speculative inventory should be at least N12,000. Assume further that N1.6 return is expected on each naira invested in the conservative inventory, N2.0 return is expected on each investment in the speculative inventory, and that monetary policy regulations require that investment in the speculative inventory should be at most one-third of the investment in the conservative inventory.

Required:

a. State the type of Operations Research problem described above. (2 Marks)

b. Formulate mathematically the:

i. Objective function. (4 Marks)

ii. Constraint inequalities. (8 Marks)

iii. Investment problem. (6 Marks)

(Total: 20 Marks)

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AFM – Nov 2016 – L3 – Q1a – The role and responsibility of senior financial executive/advisor | Financial strategy formulation

Discuss the interrelation between investment, financing, and dividend policies and their effect on firm value.

When determining the financial objectives of a company, it is necessary to take three types of policy decisions into account: investment policy, financing policy, and dividend policy.

Required:
Discuss the nature of these three types of decisions, commenting on how they are interrelated and how they might affect the value of the firm (i.e., the present value of projected cash flows).

Login or create a free account to see answers

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