1

Karlsruhe-Liverpool Exchange

Share Investment Project

Part C

2

Review of Work Done

In the presentations we have looked briefly at the way that limited companies are organised in the UK:

• Different types of Companies• Share Ownership & Dividends• The Stock Exchange• Methods for monitoring trends

3

Review of Work Done

So far the activities you have carried out have been:

• Creating of a portfolio of shares on a simulated stock exchange

• Creating and managing of a virtual share portfolio on a real Stock Exchange

4

What Comes Next

To conclude this part of the project,

presentations will:• Look at the possible relationships between a

company’s finances and its share price.• Examine what is meant by an ‘investment

strategy’, and analyse one or two of these.

5

What Comes Next

Finally, you will be asked to:• Research some possible investment strategies• Report on the way that your portfolios have

fared.

6

Share Investment Project Programme

Monday 11.00 – 12.00 Share Valuation

Monday 3.30 - 5.00 Investment Strategies

Friday 9.30 -12.30 Working Session

Friday 2.00 - 5.00 Finishing Off & Reporting

7

The Website

Use the URL Link: http://beam.to/umf

and click on the Link to ‘Karlsruhe Project Work’

This will take you to a page of downloads which we have used in the project so far, and materials that you will need in the forthcoming week.