FIN 640 Final Project Guidelines and Rubric Overview For the final project, you will submit an investment analysis report for a hypothetical investment company Base your report on provided constraints, including a selected list of stocks, and research of market and industry trends within the last five years You will use what you learn in the course to show that you are a skilled and knowledgeable investment manager You will use research and calculations of the last five years to analyze selected stocks, create a portfolio, and summarize your findings in an executive summary that justifies your investment strategies and decisions You will also evaluate the investment performances Your job as an investment manager is to create an investment portfolio that earns the most money while managing risk To succeed, you will need to analyze a company's financial performance, its position in its industry, and its place in the wider financial markets You will need to use both qualitative and quantitative skills This project addresses the following course outcomes Evaluate financial market conditions in order to assess the impact on companies and their portfolios Calculate rates of return for shareholders utilizing the dividend discount model and market multiples Determine appropriate balance between risk and return when constructing company portfolios Justify how securities in a portfolio reflect stakeholders' investment objectives and meet professional standards Analyze industry trends in relation to company valuation on an absolute and relative basis for informing investment decisions Implement portfolio management strategies that meet the investment objectives of a corporation Directions You are a new investment manager of XYZ Investment Company The CEO has asked you to produce an investment analysis report for a select group of stocks Prepare an investment analysis report for the company using the provided information and investment parameters Use your own financial database research as well Your analysis report should include compiled data spreadsheets, a complete portfolio, and a discussion of your investment strategies in an executive summary Specifically, the following critical elements must be addressed Company and Market Analysis In this section, you will analyze the company and its position in the financial markets Financial Markets Analyze the five year performance of the domestic economy relative to the financial markets Explain specific market performance data based on compiled asset valuation model inputs supported by database research of five year sector and industry performance and current trends Evaluate the impact of the five year and current macroeconomic data on asset prices Company Valuation Analyze the company's financial items and key ratios in order to demonstrate a comparison to peers and industry Determine the intrinsic value of assets by inputting data into the various asset valuation models, and explain how each model was applied Industry Trends Compile historic industry microeconomic data from database research for relative comparisons and inputs into asset valuation models Analyze quantitative data across sectors and industries to measure absolute and relative performance Stakeholders Identify five key stakeholders and their needs in relation to the company's portfolio Identify the common stockholders ' primary objective and their required return on equity Portfolio With your company and market analysis in mind, construct a complete portfolio that includes the following Assets Explain the inclusion of specific asset classes for the portfolio, considering the portfolio's risk and return trade offs and the company's investment objectives Apply the asset allocation weightings across asset classes, sectors, and industries Securities Analyze the company's historical revenue and earnings growth in order to demonstrate a comparison to that of peers in the industry Determine the intrinsic value of assets utilizing the asset valuation models Rates of Return Analyze the assets' historical risk and rates of return, utilizing a comparison of the assets' rates of return to similar securities or benchmarks for support Calculate required rates of return, utilizing various asset valuation models (e g stock valuation models, bond valuation models, real estate valuation models, etc ) Compare the risk and return trade off on the investments Executive Summary Justify your investment strategies in a summary, utilizing your company and market analysis and portfolio for support Include the following in your justification Describe how making these investments will position the company within its industry in the market Support with examples Explain the benefits of the investments to stakeholders Assess investment performance utilizing specific performance measurements Assess investment performance based on risk and return metrics , citing specific examples Explain how the strategies implemented in the portfolio meet the company's investment objectives Milestones Milestone One Company Profile In Module Four , you will submit your selected company profiles Use the investment selections from the Milestone One Guidelines and Rubric for XYZ Investment Company and your own financial database research to fill in the provided Portfolio Analysis Template Then write a 2 to 3 page paper that outlines the securities and bonds that your company might invest in You will analyze each company and its performance This milestone will be graded with the Milestone One Rubric Milestone Two Portfolio In Module Five , you will first complete the Company and Market Analysis portion of your final project Use historical and quantitative financial data to analyze the chosen companies in terms of industry trends Include recent financial statements in your research You should focus on how the companies' financial performances have impacted the stock performances Additionally, you should compare these companies to their respective average industry trends using industry average ratios This milestone will be graded with the Milestone Two Rubric Milestone Three Portfolio Performance Analysis In Module Seven , you will first complete your portfolio by comparing the risk and return trade off on the investments you are compiling The discussion of risk and return should consider the companies' overall financial performances and their future potential Use each company's financial statements and latest financial position to predict future potential performance A company's latest financial position and market standing will provide the risk The company's present or future financial strength can provide the return A company's story is written in its financial statements But the same financial statements can be used to determine what the future holds for the company The risk and return paper should be both a past reflection and a future projection Then you will describe how your investments performed on both an absolute and a relative (index or benchmark) basis as part of your executive summary Compare each stock's performance to the S P 500 over a one year period to calculate the stock's return You will also assess how well the securities in the portfolio are performing This involves calculating the average return of the five stock portfolio Then note how each security contributed to the portfolio's performance This milestone will be graded with the Milestone Three Rubric Final Submission Investment Analysis Report and Executive Summary In Module Nine , you will submit your final project, the investment analysis report The final project should include data spreadsheets, a complete portfolio, and an executive summary Your executive summary must include the Section III critical elements B, D, and E as outlined in this document You completed critical elements A and C in Milestone Three This submission will be graded with the Final Project Rubric What to Submit Your final submission should be 7 11 pages in length The investment analysis report should include a spreadsheet of your compiled data, a complete portfolio, and a 2 to 3 page executive summary The total page length includes the executive summary but does not include the title, reference pages, or the spreadsheet It should be written with double spacing in 12 point Times New Roman font and follow the most recent APA standards for formatting and referencing Final Project Rubric Criteria Exemplary Proficient Needs Improvement Not Evident Value Company and Market Analysis Financial Markets Domestic Economy Meets Proficient criteria, and analysis demonstrates keen insight into the relation of economic performance to financial markets (100 ) Analyzes the five year performance of the domestic economy relative to the financial markets (90 ) Analyzes the five year performance of the domestic economy relative to the financial markets, but analysis is cursory or contains inaccuracies (70 ) Does not analyze the performance of the domestic economy (0 ) 5 28 Company and Market Analysis Financial Markets Asset Valuation Model Inputs Meets Proficient criteria, and the database research used exemplifies advanced knowledge of performance and trends (100 ) Explains specific market performance data based on compiled asset valuation model inputs supported by database research of five year sector and industry performance and current trends (90 ) Explains specific market performance data based on compiled asset valuation model inputs, but explanation is cursory, is not supported by database research of five year sector and industry performance and current trends, or contains inaccuracies (70 ) Does not explain specific market performance data based on compiled asset valuation model inputs (0 ) 5 28 Company and Market Analysis Financial Markets Macroeconomic Data Meets Proficient criteria, and evaluation demonstrates keen insight into the impact of macroeconomic data on asset pricing (100 ) Evaluates the impact of the five year and current macroeconomic data on asset prices (90 ) Evaluates the impact of the five year and current macroeconomic data on asset prices, but evaluation is cursory or contains inaccuracies (70 ) Does not evaluate the impact of the macroeconomic data on asset prices (0 ) 5 28 Company and Market Analysis Company Valuation Financial Items and Key Ratios Meets Proficient criteria, and comparisons demonstrate keen insight into the relation of the company to industry peers in terms of key financial ratios (100 ) Analyzes the company's financial items and key ratios in order to demonstrate a comparison to peers and industry (90 ) Analyzes the company's financial items and key ratios in order to demonstrate a comparison to peers and industry, but analysis is cursory, comparison is incomplete, or response contains inaccuracies (70 ) Does not analyze the company's financial items and key ratios in order to demonstrate a comparison to peers and industry (0 ) 5 28 Company and Market Analysis Company Valuation Intrinsic Value Meets Proficient criteria, and explanations demonstrate advanced knowledge of how asset valuation models are used for determining intrinsic value of assets (100 ) Determines the intrinsic value of assets by inputting data into the various asset valuation models and explains how each model was applied (90 ) Determines the intrinsic value of assets by inputting data into the various asset valuation models, but determination contains inaccuracies, or asset valuation models are not used correctly, or lacks explanation (70 ) Does not determine the intrinsic value of assets (0 ) 5 28 Company and Market Analysis Industry Trends Microeconomic Data Meets Proficient criteria, and compilation demonstrates keen insight into the microeconomic data needed for asset valuation models (100 ) Compiles historic industry microeconomic data from database research for relative comparisons and inputs into asset valuation models (90 ) Compiles historic industry microeconomic data from database research for relative comparisons and inputs into asset valuation models, but compilation is incomplete or contains inaccuracies (70 ) Does not compile historic industry microeconomic data (0 ) 5 28 Company and Market Analysis Industry Trends Absolute and Relative Performance Meets Proficient criteria, and analysis demonstrates keen insight into how data can measure absolute and relative performance (100 ) Analyzes quantitative data across sectors and industries to measure absolute and relative performance (90 ) Analyzes quantitative data across sectors and industries to measure absolute and relative performance, but analysis is cursory, contains inaccuracies, or is not used to measure absolute and relative performance (70 ) Does not analyze quantitative data across sectors and industries (0 ) 5 28 Company and Market Analysis Stakeholders Key Stakeholders Meets Proficient criteria, and identification demonstrates keen insight into the needs of company stakeholders (100 ) Identifies five key stakeholders and their needs in relation to the company's portfolio (90 ) Identifies key stakeholders and their needs in relation to the company's portfolio, but does not identify five stakeholders, needs are inappropriately identified in relation to the portfolio, or response contains inaccuracies (70 ) Does not identify key stakeholders and their needs in relation to the company's portfolio (0 ) 5 28 Company and Market Analysis Stakeholders Common Stockholders Meets Proficient criteria, and identification demonstrates keen insight into objectives of common stockholders (100 ) Identifies the common stockholders' primary objective and their required return on equity (90 ) Identifies the common stockholders' primary objective and their required return on equity, but identification is inaccurate or does not take into account either the objective or return on equity (70 ) Does not identify the common stockholders' primary objective or their required return on equity (0 ) 5 28 Portfolio Assets Asset Classes Meets Proficient criteria, and explanation demonstrates keen insight into the relationship between the risk return trade off, investment objectives, and asset classes (100 ) Explains the inclusion of specific asset classes for the portfolio, considering the portfolio's risk return trade offs and the company's investment objectives (90 ) Explains the inclusion of specific asset classes for the portfolio, but does not consider risk return trade offs or investment objectives, explanation is cursory, or contains inaccuracies (70 ) Does not explain the inclusion of specific asset classes for the portfolio (0 ) 3 17 Portfolio Assets Allocation Weightings N A Applies the asset allocation weightings across asset classes, sectors, and industries (100 ) Applies the asset allocation weightings across asset classes, sectors, and industries, but application is incomplete or contains inaccuracies (70 ) Does not apply the asset allocation weightings across asset classes, sectors, or industries (0 ) 3 17 Portfolio Securities Historical Meets Proficient criteria, and analysis demonstrates keen insight into how the company's growth relates to its peers' (100 ) Analyzes the company's historical revenue and earnings growth in order to demonstrate a comparison to that of peers in the industry (90 ) Analyzes the company's historical revenue and earnings growth, but analysis is incomplete, does not demonstrate a comparison to peers, or contains inaccuracies (70 ) Does not analyze the company's historical revenue or earnings growth (0 ) 3 96 Portfolio Securities Intrinsic Value Meets Proficient criteria and demonstrates advanced knowledge of using asset valuation models in relation to intrinsic value (100 ) Determines the intrinsic value of assets, utilizing the asset valuation models (90 ) Determines the intrinsic value of assets, but determination does not utilize asset valuation models, is incomplete, or contains inaccuracies (70 ) Does not determine the intrinsic value of assets (0 ) 3 96 Portfolio Rates of Return Historical Meets Proficient criteria, and analysis masterfully uses the comparison of assets' rates of return to similar securities or benchmarks for support (100 ) Analyzes the assets' historical risk and rates of return, utilizing a comparison of the assets' rates of return to similar securities or benchmarks for support (90 ) Analyzes the assets' historical risk and rates of return, utilizing a comparison of the assets' rates of return to similar securities or benchmarks, but analysis is cursory, is insufficiently supported, or contains inaccuracies (70 ) Does not analyze the assets' historical risk and rates of return, utilizing a comparison of the assets' rates of return to similar securities or benchmarks (0 ) 3 96 Portfolio Rates of Return Calculate N A Calculates required rates of return, utilizing various asset valuation models (100 ) Calculates rates of return, but calculations are incomplete or contain inaccuracies (70 ) Does not calculate rates of return (0 ) 5 28 Portfolio Risks Return Meets Proficient criteria, and comparison demonstrates keen insight into trade off on investments (100 ) Compares the risk return trade off on the investments (90 ) Compares the risk return trade off on the investments, but comparison is incomplete or contains inaccuracies (70 ) Does not compare the risk return trade off on the investments (0 ) 3 96 Executive Summary Position Meets Proficient criteria, and support used demonstrates keen insight into how investments can position a company in its industry and the market (100 ) Describes how making these investments will position the company within its industry in the market, supported with examples (90 ) Describes how making these investments will position the company within its industry in the market, but description is cursory, is insufficiently supported, or contains inaccuracies (70 ) Does not describe how making these investments will position the company within its industry in the market (0 ) 5 28 Executive Summary Benefits to Stakeholders Meets Proficient criteria, and explanation demonstrates keen insight into how the stakeholders will benefit from the investments (100 ) Explains the benefits of the investments to stakeholders (90 ) Explains the benefits of the investments to stakeholders, but explanation is cursory or contains inaccuracies (70 ) Does not explain the benefits of the investments to stakeholders (0 ) 5 28 Executive Summary Investment Performance Meets Proficient criteria, and the performance measurements utilized demonstrate advanced knowledge into assessing performance (100 ) Assesses investment performance, utilizing specific performance measurements (90 ) Assesses investment performance, utilizing specific performance measurements, but measurements used are inappropriate, or assessment is incomplete or contains inaccuracies (70 ) Does not utilize performance measurements to assess investment performance (0 ) 3 17 Executive Summary Risk Return Metrics Meets Proficient criteria, and examples used demonstrate keen insight into how risk return metrics can be used to assess performance (100 ) Assesses investment performance based on risk return metrics, citing specific examples (90 ) Assesses investment performance based on risk return metrics, but assessment is cursory, is insufficiently supported, or contains inaccuracies (70 ) Does not assess investment performance based on risk return metrics (0 ) 3 17 Executive Summary Investment Objectives Meets Proficient criteria, and explanation demonstrates keen insight into the company's investment objectives (100 ) Explains how the strategies implemented in the portfolio meet the company's investment objectives (90 ) Explains how the strategies implemented in the portfolio meet the company's investment objectives, but explanation is cursory or contains inaccuracies (70 ) Does not explain how the strategies implemented in the portfolio meet the company's investment objectives (0 ) 3 17 Articulation of Response Submission is free of errors related to citations, grammar, spelling, syntax, and organization and is presented in a professional and easy to read format (100 ) Submission has no major errors related to citations, grammar, spelling, syntax, or organization (90 ) Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideas (70 ) Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas (0 ) 4 95 Total 100

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Question: FIN 640 Final Project Guidelines and Rubric Overview For the final project, you will submit an investment analysis report for a hypothetical investment company. Base

FIN 640 Final Project Guidelines and Rubric

Overview

For the final project, you will submit an investment analysis report for a hypothetical investment company. Base your report on provided constraints, including a selected list of stocks, and research of market and industry trends within the last five years. You will use what you learn in the course to show that you are a skilled and knowledgeable investment manager. You will use research and calculations of the last five years to analyze selected stocks, create a portfolio, and summarize your findings in an executive summary that justifies your investment strategies and decisions. You will also evaluate the investment performances.

Your job as an investment manager is to create an investment portfolio that earns the most money while managing risk. To succeed, you will need to analyze a company's financial performance, its position in its industry, and its place in the wider financial markets. You will need to use both qualitative and quantitative skills.

This project addresses the following course outcomes:

Evaluate financial market conditions in order to assess the impact on companies and their portfolios
Calculate rates of return for shareholders utilizing the dividend discount model and market multiples
Determine appropriate balance between risk and return when constructing company portfolios
Justify how securities in a portfolio reflect stakeholders' investment objectives and meet professional standards
Analyze industry trends in relation to company valuation on an absolute and relative basis for informing investment decisions
Implement portfolio management strategies that meet the investment objectives of a corporation

Directions

You are a new investment manager of XYZ Investment Company. The CEO has asked you to produce an investment analysis report for a select group of stocks. Prepare an investment analysis report for the company using the provided information and investment parameters. Use your own financial database research as well. Your analysis report should include compiled data spreadsheets, a complete portfolio, and a discussion of your investment strategies in an executive summary.

Specifically, the following critical elements must be addressed:

Company and Market Analysis: In this section, you will analyze the company and its position in the financial markets.
1. Financial Markets
  1. Analyze the five-year performance of the domestic economy relative to the financial markets.
  2. Explain specific market performance data based on compiled asset valuation model inputs supported by database research of five-year sector and industry performance and current trends.
  3. Evaluate the impact of the five-year and current macroeconomic data on asset prices.
2. Company Valuation
  1. Analyze the company's financial items and key ratios in order to demonstrate a comparison to peers and industry.
  2. Determine the intrinsic value of assets by inputting data into the various asset valuation models, and explain how each model was applied.
3. Industry Trends
  1. Compile historic industry microeconomic data from database research for relative comparisons and inputs into asset valuation models.
  2. Analyze quantitative data across sectors and industries to measure absolute and relative performance.
4. Stakeholders
  1. Identify five key stakeholders and their needs in relation to the company's portfolio.
  2. Identify the common stockholders' primary objective and their required return on equity.
Portfolio: With your company and market analysis in mind, construct a complete portfolio that includes the following:
1. Assets
  1. Explain the inclusion of specific asset classes for the portfolio, considering the portfolio's risk and return trade-offs and the company's investment objectives.
  2. Apply the asset allocation weightings across asset classes, sectors, and industries.
2. Securities
  1. Analyze the company's historical revenue and earnings growth in order to demonstrate a comparison to that of peers in the industry.
  2. Determine the intrinsic value of assets utilizing the asset valuation models.
3. Rates of Return
  1. Analyze the assets' historical risk and rates of return, utilizing a comparison of the assets' rates of return to similar securities or benchmarks for support.
  2. Calculate required rates of return, utilizing various asset valuation models (e.g. stock valuation models, bond valuation models, real estate valuation models, etc.).
4. Compare the risk and return trade-off on the investments.
Executive Summary: Justify your investment strategies in a summary, utilizing your company and market analysis and portfolio for support. Include the following in your justification:
1. Describe how making these investments will position the company within its industry in the market. Support with examples.
2. Explain the benefits of the investments to stakeholders.
3. Assess investment performance utilizing specific performance measurements.
4. Assess investment performance based on risk and return metrics, citing specific examples.
5. Explain how the strategies implemented in the portfolio meet the company's investment objectives.

Milestones

Milestone One: Company Profile In Module Four, you will submit your selected company profiles. Use the investment selections from the Milestone One Guidelines and Rubric for XYZ Investment Company and your own financial database research to fill in the provided Portfolio Analysis Template. Then write a 2- to 3-page paper that outlines the securities and bonds that your company might invest in. You will analyze each company and its performance. This milestone will be graded with the Milestone One Rubric.

Milestone Two: Portfolio In Module Five, you will first complete the Company and Market Analysis portion of your final project. Use historical and quantitative financial data to analyze the chosen companies in terms of industry trends. Include recent financial statements in your research. You should focus on how the companies' financial performances have impacted the stock performances. Additionally, you should compare these companies to their respective average industry trends using industry average ratios. This milestone will be graded with the Milestone Two Rubric.

Milestone Three: Portfolio Performance Analysis In Module Seven, you will first complete your portfolio by comparing the risk and return trade-off on the investments you are compiling. The discussion of risk and return should consider the companies' overall financial performances and their future potential. Use each company's financial statements and latest financial position to predict future potential performance. A company's latest financial position and market standing will provide the risk. The company's present or future financial strength can provide the return. A company's story is written in its financial statements. But the same financial statements can be used to determine what the future holds for the company. The risk and return paper should be both a past reflection and a future projection. Then you will describe how your investments performed on both an absolute and a relative (index or benchmark) basis as part of your executive summary. Compare each stock's performance to the S&P 500 over a one-year period to calculate the stock's return. You will also assess how well the securities in the portfolio are performing. This involves calculating the average return of the five-stock portfolio. Then note how each security contributed to the portfolio's performance. This milestone will be graded with the Milestone Three Rubric.

Final Submission: Investment Analysis Report and Executive Summary In Module Nine, you will submit your final project, the investment analysis report. The final project should include data spreadsheets, a complete portfolio, and an executive summary. Your executive summary must include the Section III critical elements B, D, and E as outlined in this document. You completed critical elements A and C in Milestone Three. This submission will be graded with the Final Project Rubric.

What to Submit

Your final submission should be 7-11 pages in length. The investment analysis report should include a spreadsheet of your compiled data, a complete portfolio, and a 2- to 3-page executive summary. The total page length includes the executive summary but does not include the title, reference pages, or the spreadsheet. It should be written with double spacing in 12-point Times New Roman font and follow the most recent APA standards for formatting and referencing.

Final Project Rubric

Criteria	Exemplary	Proficient	Needs Improvement	Not Evident	Value
Company and Market Analysis: Financial Markets: Domestic Economy	Meets "Proficient" criteria, and analysis demonstrates keen insight into the relation of economic performance to financial markets (100%)	Analyzes the five-year performance of the domestic economy relative to the financial markets (90%)	Analyzes the five-year performance of the domestic economy relative to the financial markets, but analysis is cursory or contains inaccuracies (70%)	Does not analyze the performance of the domestic economy (0%)	5.28
Company and Market Analysis: Financial Markets: Asset Valuation Model Inputs	Meets "Proficient" criteria, and the database research used exemplifies advanced knowledge of performance and trends (100%)	Explains specific market performance data based on compiled asset valuation model inputs supported by database research of five-year sector and industry performance and current trends (90%)	Explains specific market performance data based on compiled asset valuation model inputs, but explanation is cursory, is not supported by database research of five-year sector and industry performance and current trends, or contains inaccuracies (70%)	Does not explain specific market performance data based on compiled asset valuation model inputs (0%)	5.28
Company and Market Analysis: Financial Markets: Macroeconomic Data	Meets "Proficient" criteria, and evaluation demonstrates keen insight into the impact of macroeconomic data on asset pricing (100%)	Evaluates the impact of the five-year and current macroeconomic data on asset prices (90%)	Evaluates the impact of the five-year and current macroeconomic data on asset prices, but evaluation is cursory or contains inaccuracies (70%)	Does not evaluate the impact of the macroeconomic data on asset prices (0%)	5.28
Company and Market Analysis: Company Valuation: Financial Items and Key Ratios	Meets "Proficient" criteria, and comparisons demonstrate keen insight into the relation of the company to industry peers in terms of key financial ratios (100%)	Analyzes the company's financial items and key ratios in order to demonstrate a comparison to peers and industry (90%)	Analyzes the company's financial items and key ratios in order to demonstrate a comparison to peers and industry, but analysis is cursory, comparison is incomplete, or response contains inaccuracies (70%)	Does not analyze the company's financial items and key ratios in order to demonstrate a comparison to peers and industry (0%)	5.28
Company and Market Analysis: Company Valuation: Intrinsic Value	Meets "Proficient" criteria, and explanations demonstrate advanced knowledge of how asset valuation models are used for determining intrinsic value of assets (100%)	Determines the intrinsic value of assets by inputting data into the various asset valuation models and explains how each model was applied (90%)	Determines the intrinsic value of assets by inputting data into the various asset valuation models, but determination contains inaccuracies, or asset valuation models are not used correctly, or lacks explanation (70%)	Does not determine the intrinsic value of assets (0%)	5.28
Company and Market Analysis: Industry Trends: Microeconomic Data	Meets "Proficient" criteria, and compilation demonstrates keen insight into the microeconomic data needed for asset valuation models (100%)	Compiles historic industry microeconomic data from database research for relative comparisons and inputs into asset valuation models (90%)	Compiles historic industry microeconomic data from database research for relative comparisons and inputs into asset valuation models, but compilation is incomplete or contains inaccuracies (70%)	Does not compile historic industry microeconomic data (0%)	5.28
Company and Market Analysis: Industry Trends: Absolute and Relative Performance	Meets "Proficient" criteria, and analysis demonstrates keen insight into how data can measure absolute and relative performance (100%)	Analyzes quantitative data across sectors and industries to measure absolute and relative performance (90%)	Analyzes quantitative data across sectors and industries to measure absolute and relative performance, but analysis is cursory, contains inaccuracies, or is not used to measure absolute and relative performance (70%)	Does not analyze quantitative data across sectors and industries (0%)	5.28
Company and Market Analysis: Stakeholders: Key Stakeholders	Meets "Proficient" criteria, and identification demonstrates keen insight into the needs of company stakeholders (100%)	Identifies five key stakeholders and their needs in relation to the company's portfolio (90%)	Identifies key stakeholders and their needs in relation to the company's portfolio, but does not identify five stakeholders, needs are inappropriately identified in relation to the portfolio, or response contains inaccuracies (70%)	Does not identify key stakeholders and their needs in relation to the company's portfolio (0%)	5.28
Company and Market Analysis: Stakeholders: Common Stockholders	Meets "Proficient" criteria, and identification demonstrates keen insight into objectives of common stockholders (100%)	Identifies the common stockholders' primary objective and their required return on equity (90%)	Identifies the common stockholders' primary objective and their required return on equity, but identification is inaccurate or does not take into account either the objective or return on equity (70%)	Does not identify the common stockholders' primary objective or their required return on equity (0%)	5.28
Portfolio: Assets: Asset Classes	Meets "Proficient" criteria, and explanation demonstrates keen insight into the relationship between the risk/return trade-off, investment objectives, and asset classes (100%)	Explains the inclusion of specific asset classes for the portfolio, considering the portfolio's risk/return trade-offs and the company's investment objectives (90%)	Explains the inclusion of specific asset classes for the portfolio, but does not consider risk/return trade-offs or investment objectives, explanation is cursory, or contains inaccuracies (70%)	Does not explain the inclusion of specific asset classes for the portfolio (0%)	3.17
Portfolio: Assets: Allocation Weightings	N/A	Applies the asset allocation weightings across asset classes, sectors, and industries (100%)	Applies the asset allocation weightings across asset classes, sectors, and industries, but application is incomplete or contains inaccuracies (70%)	Does not apply the asset allocation weightings across asset classes, sectors, or industries (0%)	3.17
Portfolio: Securities: Historical	Meets "Proficient" criteria, and analysis demonstrates keen insight into how the company's growth relates to its peers' (100%)	Analyzes the company's historical revenue and earnings growth in order to demonstrate a comparison to that of peers in the industry (90%)	Analyzes the company's historical revenue and earnings growth, but analysis is incomplete, does not demonstrate a comparison to peers, or contains inaccuracies (70%)	Does not analyze the company's historical revenue or earnings growth (0%)	3.96
Portfolio: Securities: Intrinsic Value	Meets "Proficient" criteria and demonstrates advanced knowledge of using asset valuation models in relation to intrinsic value (100%)	Determines the intrinsic value of assets, utilizing the asset valuation models (90%)	Determines the intrinsic value of assets, but determination does not utilize asset valuation models, is incomplete, or contains inaccuracies (70%)	Does not determine the intrinsic value of assets (0%)	3.96
Portfolio: Rates of Return: Historical	Meets "Proficient" criteria, and analysis masterfully uses the comparison of assets' rates of return to similar securities or benchmarks for support (100%)	Analyzes the assets' historical risk and rates of return, utilizing a comparison of the assets' rates of return to similar securities or benchmarks for support (90%)	Analyzes the assets' historical risk and rates of return, utilizing a comparison of the assets' rates of return to similar securities or benchmarks, but analysis is cursory, is insufficiently supported, or contains inaccuracies (70%)	Does not analyze the assets' historical risk and rates of return, utilizing a comparison of the assets' rates of return to similar securities or benchmarks (0%)	3.96
Portfolio: Rates of Return: Calculate	N/A	Calculates required rates of return, utilizing various asset valuation models (100%)	Calculates rates of return, but calculations are incomplete or contain inaccuracies (70%)	Does not calculate rates of return (0%)	5.28
Portfolio: Risks/ Return	Meets "Proficient" criteria, and comparison demonstrates keen insight into trade-off on investments (100%)	Compares the risk/ return trade-off on the investments (90%)	Compares the risk/return trade-off on the investments, but comparison is incomplete or contains inaccuracies (70%)	Does not compare the risk/return trade-off on the investments (0%)	3.96
Executive Summary: Position	Meets "Proficient" criteria, and support used demonstrates keen insight into how investments can position a company in its industry and the market (100%)	Describes how making these investments will position the company within its industry in the market, supported with examples (90%)	Describes how making these investments will position the company within its industry in the market, but description is cursory, is insufficiently supported, or contains inaccuracies (70%)	Does not describe how making these investments will position the company within its industry in the market (0%)	5.28
Executive Summary: Benefits to Stakeholders	Meets "Proficient" criteria, and explanation demonstrates keen insight into how the stakeholders will benefit from the investments (100%)	Explains the benefits of the investments to stakeholders (90%)	Explains the benefits of the investments to stakeholders, but explanation is cursory or contains inaccuracies (70%)	Does not explain the benefits of the investments to stakeholders (0%)	5.28
Executive Summary: Investment Performance	Meets "Proficient" criteria, and the performance measurements utilized demonstrate advanced knowledge into assessing performance (100%)	Assesses investment performance, utilizing specific performance measurements (90%)	Assesses investment performance, utilizing specific performance measurements, but measurements used are inappropriate, or assessment is incomplete or contains inaccuracies (70%)	Does not utilize performance measurements to assess investment performance (0%)	3.17
Executive Summary: Risk/ Return Metrics	Meets "Proficient" criteria, and examples used demonstrate keen insight into how risk/return metrics can be used to assess performance (100%)	Assesses investment performance based on risk/return metrics, citing specific examples (90%)	Assesses investment performance based on risk/return metrics, but assessment is cursory, is insufficiently supported, or contains inaccuracies (70%)	Does not assess investment performance based on risk/return metrics (0%)	3.17
Executive Summary: Investment Objectives	Meets "Proficient" criteria, and explanation demonstrates keen insight into the company's investment objectives (100%)	Explains how the strategies implemented in the portfolio meet the company's investment objectives (90%)	Explains how the strategies implemented in the portfolio meet the company's investment objectives, but explanation is cursory or contains inaccuracies (70%)	Does not explain how the strategies implemented in the portfolio meet the company's investment objectives (0%)	3.17
Articulation of Response	Submission is free of errors related to citations, grammar, spelling, syntax, and organization and is presented in a professional and easy-to-read format (100%)	Submission has no major errors related to citations, grammar, spelling, syntax, or organization (90%)	Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideas (70%)	Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas (0%)	4.95
Total:	100%

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I need the milestones completed if possible. Thanks ACC 640 Final Project Guidelines and Rubric Overview The final project for this course is the creation of an audit report with memos. Auditing is a...

Companychosen isAmazon. I need Phase III answered without using previous assignment submissions since school has data and document check. III. Memos: For this part of the assessment, you will use...

I'd like some help with this milestone. I just need some guidance with it. ACC 640 Final Project Guidelines and Rubric Overview The final project for this course is the creation of an audit report...

There are part three and you should write 10 pages as per say. Find the attached. I'm gonna turn it in Turitan and so want no plagiarized paper. Final Project Help. ACC 640 Final Project Guidelines...

I'd like some help with this milestone. I just need some guidance with it. ACC 640 Final Project Guidelines and Rubric Overview The final project for this course is the creation of an audit report...

I need help with company valuations and portfolio analysis project. FIN 640 Milestone One Guidelines and Rubric Overview: For your final project, the CEO has asked you, the new investment manager of...

During the year ended 30 June 20X5, Gem Stone Ltd acquired two areas of interest Site A and Site B. The exploration and evaluation activities at Site A amounted to $64454401. The costs relate to the...

David Boka is the proprietor of daily mail newspaper which published an article two weeks ago to the effect that rose nylon, the chief executive officer of a child welfare organization had embezzled...

The gain or loss on the sale of a plant asset is det A . salvage value B . residual value C . original cost D . book value

I Q3. Critically evaluate Under Armour Business-Level strategy components in response to industry/sector digitalizing. Suggest ways by which Under Armour may improve and sustain its competitive...