Overview
In this Assessment, you will take on the role of a consultant and will evaluate various aspects of a publicly held organization related to its business practices and environment. You will then use the results of that evaluation to prepare a report to the investors, with recommendations for whether this selected company should be added to the mutual fund, the investment philosophy of which includes the importance of ethics, social responsibility, and global expansion.
Assessment Submission Length: 8- to 10-page financial evaluation report (excluding title page and references), plus 3 pages outline draft.
Instructions
To complete this Assessment, do the following:
- Use the publicly held company you selected from the National Association of Securities Dealers Automated Quotations (Nasdaq) or New York Stock Exchange (NYSE) that conducts business in the U.S., as well as internationally. The company you select should have corporate social responsibility as part of its mission/vision and/or business practices.
- Nasdaq. (n.d.). Stock screener. https://www.nasdaq.com/market-activity/stocks/screener
- NYSE. (n.d.). Traded products listings directory. https://www.nyse.com/listings_directory/stock
Financial Management Decision Making
You have been hired by a mutual fund as a management consultant to evaluate a publicly held company that the fund is considering adding to its holdings. Specifically, you will appraise the companys work environment/organizational culture, financial stability, domestic and international financial growth opportunities, ethical practices, diversity/composition of its board of directors, corporate social responsibility practices, and evidence-based decision-making practices. Based on your evaluation, you will develop an 8- to 10-page report to the investors of the mutual fund that will include your recommendations as to whether this company aligns with the mutual funds investment philosophy, which emphasizes companies that are recognized for their practices related to ethics, social responsibility, and global expansion.
In your report, be sure to address the following two sections, including relevant citations from the Learning Activities, the Walden Library, and/or other appropriate academic sources to support your work.
Part 1: Company Profile (78 pages)
- Describe the publicly held company you selected for this evaluation, including its Nasdaq or NYSE stock symbol, its industry, where it operates, and what kinds of products/services it provides.
- Identify the mission and vision of the company.
- Evaluate the company on its value to shareholders in the following areas, being sure to provide relevant examples, details, and citations to support your evaluation for each area:
- Work environment/organizational culture
- Financial stability
- Opportunities for further domestic and international growth
- Ethical practices
- Diversity/composition of the board of directors
- Corporate social responsibility practices
- Evidence-based decision-making practices
Part 2: Recommendations to Investors (12 pages)
- Based on your assessment of the company, synthesize your recommendations of whether or not to add the company to the holdings of the mutual fund. Be sure to justify your recommendations, with appropriate supporting details and references to relevant sources.
Testimonials
