...Final Project Overview Business Writing Portfolio During this course, you will complete six writing pieces to be compiled and submitted as your Business Writing Portfolio. Each assignment, with the exception of the reflection, must be revised by incorporating your instructor’s feedback and your understanding of the writing process. You are encouraged to use the tools available in the Center for Writing Excellence; of particular importance are WritePointSM and Tutor Review. WritePointSM submission will help reduce the amount of editing and rewriting you may have to do in finalizing the documents for your portfolio. The Business Writing Portfolio, submitted in Week Nine, must showcase your best work. Deliverables List and Portfolio Document Ordering 1. Cover page 2. Reflection 3. Business Writing Graphic Organizer 4. Week Five assignments—two parts 5. Tuition Reimbursement Implementation Report 6. Submission Checklist 7. PowerPoint® presentation, submitted as a separate attachment 8. Final Project Timeline 9. You should budget your time wisely and work on this project throughout the course. As outlined below, some assignments in the course are designed to assist you in creating your final project. If you complete your course activities and use feedback provided by the instructor, you will be on the right track to successfully complete the project. 10. • Suggested in Week One: Print this Appendix and keep a copy of Appendix G in a folder with other work from this...
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...Business Financing and the Capital Structure Joelann Rousell Principles of Finance May 31, 2015 Financial planning involves decisions related to finance, financial requirements of the company. Financial manager has to determine the needs of the funds and available sources for those funds. Financial planning is deciding in advance the funds required for future actions. There are several steps involved in the process of financial planning. These steps are described as follows:- 1. Estimation of fund requirement:-Amount of capital required is determined at this step and in determining the capital need projected statement has to be drawn. Capital is of fixed and fluctuating nature and we need both fixed as well as fluctuating capital to run business. Fixed capital is required for fixed assets, investment in intangible assets and fluctuating capital is required to maintain stock and inventory of the company which is required to carry on operating activities. 2. Determining the sources of funds available:-To finance the above requirement what sources are available with the company has to be determined. Various sources are available like bank loans, raising money through shares, securities, or debt and equity. 3. Choosing the best source of finance:-There are various sources available to the company but according the paying capacity and nature of the company we have to choose the available source. 4. Forecasting the availability of funds or company’s earning capacity:-Next...
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...Curriculum Source References The following references were used in the CFA Institute-produced publications Quantitative Methods for Investment Analysis, Analysis of Equity Investments: Valuation, and Managing Investment Portfolios: A Dynamic Process. Ackerman, Carl, Richard McEnally, and David Ravenscraft. 1999. “The Performance of Hedge Funds: Risk, Return, and Incentives.” Journal of Finance. Vol. 54, No. 3: 833–874. ACLI Survey. 2003. The American Council of Life Insurers. Agarwal, Vikas and Narayan Naik. 2000. “Performance Evaluation of Hedge Funds with OptionBased and Buy-and-Hold Strategies.” Working Paper, London Business School. Ali, Paul Usman and Martin Gold. 2002. “An Appraisal of Socially Responsible Investments and Implications for Trustees and Other Investment Fiduciaries.” Working Paper, University of Melbourne. Almgren, Robert and Neil Chriss. 2000/2001. “Optimal Execution of Portfolio Transactions.” Journal of Risk. Vol. 3: 5–39. Altman, Edward I. 1968. “Financial Ratios, Discriminant Analysis and the Prediction of Corporate Bankruptcy.” Journal of Finance. Vol. 23: 589–699. Altman, Edward I. and Vellore M. Kishore. 1996. “Almost Everything You Wanted to Know about Recoveries on Defaulted Bonds.” Financial Analysts Journal. Vol. 52, No. 6: 57−63. Altman, Edward I., R. Haldeman, and P. Narayanan. 1977. “Zeta Analysis: A New Model to Identify Bankruptcy Risk of Corporations.” Journal of Banking and Finance. Vol. 1: 29−54. Ambachtsheer, Keith, Ronald Capelle, and...
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...Business Writing Portfolio Business Writing Portfolio Jacky Baker COM/285 January 04, 2011 Kenneth Mack Part I: Business Writing Steps Planning Analyzing the problem, defining your purposes, and analyzing the audience. Brainstorming information, benefits, and objections to include in the document. Gathering the information you need—from the message you’re answering, a person, a book, or the Web. Choosing a pattern of organization, making an outline, creating a list, writing headings. Writing Putting words on paper or on a screen. Writing can be lists, fragmentary notes, stream-of-consciousness writing, incomplete drafts, and ultimately a formal draft. Revising Evaluating your work and measuring it against your goals and the requirements of the situation and audience. The best evaluation results from re-seeing your draft as if someone else had written it. Will your audience understand it? Is it complete? Convincing? Friendly? Getting feedback from someone else. Is your pattern of organization appropriate? Does a revision solve an earlier problem? Are there any typos in the final copy? Adding, deleting, substituting, or rearranging. Revision can be changes in single words or in large sections of a document. Editing Checking the draft to see that it satisfies the requirements of Standard English. Here you’d correct spelling and mechanical errors and check word choice and format. Unlike revision, which can produce major changes...
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...| | |Marital Status: Single | | |Health: Excellent | | |Languages: Afrikaans & English | |tertiary Education | | |June 2007 University of Cape Town | |Completed |B.Com – Honours in Financial Analysis & Portfolio Management | | |Accounting | | |Economics...
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...11011791 Adrian has recently been encouraged from his previous advisor to invest all of his available funds of £300000 into strictly AIM companies only. Adrian had explained to his advisor that he classes himself as a risk averse investor, therefore is seeking to create an investment portfolio which overall, has a smaller chance of failing, although is less likely to generate large returns. The advice to purely invest into the Alternative Investment Market only does not meet Adrian’s investor profile. The AIM is a sub-market of the London Stock Exchange which lists smaller and up and coming companies which are seeking to gain an injection of capital to allow them to continue with their expansion. The shares that these companies issue are typically at a fraction of the cost of the companies that are listed on the main markets, and are also allowed to be traded with less regulation. While investing into AIM companies does have its benefits, it would appear that these companies are better suited for investors who are willing to take on a higher level of risk in return for a large return, which is not suited to Adrian’s personality. As stated, AIM companies are smaller companies, typically within a high growth sector such as technology or oil. These companies however, have not been fully established, they typically do not have a proven track record for reporting consistent returns and are mostly reliant on a single product or project in order to be successful. Among those...
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...Agency costs 8. Some guidelines on shares & debentures issued by the government that are very important for the constitution of the capital structure are A). Legal requirement 9. It is that portion of an investments total risk that results from change in the financial integrity of the investment A). Default risk 10. _____________ measure the systematic risk of a security that cannot be avoided through Diversification A).Beta Part Two: 1. What is Annuity kind of cash flow? A).An annuity is stream of equal cash flows. Annuities involve calculations based upon the regular periodic contribution or receipt of a fixed sum of money. 2. What do understand by Portfolio risk? A).The portfolio risk not simply measure of its weighted average risk. The securities that a portfolio contains or associated with each other. The portfolio risk also considers the covariance between the returns of the investments. Covariance of two securities is a measure of their...
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...including: Mergers, Acquisitions, bonds and shares, lending, privatisations, Initial public offerings (IPOs) Me : What are the areas dealt by an investment banker? Mr Kundu: Investment banks deal in three main areas :- a) Mergers and acquisitions: Assisting clients with expansion to increase profitability, safeguard market position, diversify, and so on. Corporate investment bankers manage the transaction process, assessing the target organisation and the impact of the deal. This involves knowledge of legal and regulatory issues, in addition to sound financial knowledge and an in-depth understanding of the client's industry; b) Debt capital markets: Working with lenders such as financial institutions, agencies and public and private companies in order to design and restructure debt obligations; c)equity capital markets: Advising clients on how much capital to raise, from where and when, through research and analysis of products and markets. Me: What is the main role of an Investment banker?...
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...Close the Gap Between Projects and Strategy by Lauren Keller Johnson If your company is like most, it’s tackling more and more projects that consume expanding levels of precious resources but fail to generate commensurate business results. In Connecting the Dots: Aligning Projects with Objectives in Unpredictable Times (Harvard Business School Press, 2003), Cathleen Benko and F. Warren McFarlan maintain that U.S. companies spend roughly $2.3 trillion on projects—defined as efforts that have a discrete beginning, end, and deliverable— every year. And yet the vast majority of companies don’t have a strategy for managing their projects in a way that captures their full value and effectively maps them to the needs of the organization. The consequence? “Close to $1 trillion in underperforming investments in the United States alone over the last five years,” the authors note. What explains this phenomenon? Companies are launching an increasingly wider range of project types as well as a far higher number of projects than in previous decades, according to Benko. And so now the pressure is on. Companies must rein in and give focus to their ever more disparate arrays of projects, Benko and McFarlan maintain, by managing them in portfolios that both recognize the relationships among distinct projects and align them to the corporate strategy. Some companies are already finding success in doing so. The need for alignment The proliferation of projects in companies has been both driven...
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...Ph: 0312 2206656 E-mail: asimqadeer@gmail.com Asim Ahmed Khan Objectives: To obtain a position in the New Media Industry where I can be creative and contribute to a team in a modern environment. To do work that I can be proud of and be excited about doing I have developed a handful of company websites and hope to improve myself vastly in that field of work. I have designed company logos and web sites. I work well under pressure and am dedicated to meeting deadlines on time and with precise accuracy. I have been in designing Web sites for 6 years identify customer needs; monitor customer usage patterns; determine order processes and service after sales I have been involved in all stages of the development of web sites - right from planning, design, quality control, launching to online promotion and monitoring. |Company Name |Country |Designation |Experience | |Netpace |Pakistan |Senior Web Designer/ Developer |5th May 2014 to till now | |VeriQual |Pakistan |Senior Web Designer/ Developer |3 Years | |Netpace |Pakistan |Senior Web Designer/ Developer |3 Years | |VeriQual |Pakistan...
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...Testing the CAPM Karl B. Diether Fisher College of Business Karl B. Diether (Fisher College of Business) Testing the CAPM 1 / 29 Testing the CAPM: Background CAPM is a model It is useful because it tells us what expected returns should be. We want test whether it is a good model. Remember, whenever we test a model we are jointly testing market efficiency. Testable Implication of the CAPM The market portfolio is the tangency portfolio: E (ri ) = rf + βiM [E (rM ) − rf ], where βiM = cov(ri , rM ) σ 2 (rM ) Karl B. Diether (Fisher College of Business) Testing the CAPM 2 / 29 Testing the CAPM: The Approach Average Return vs CAPM Prediction The most common approach is two compare historical average returns to the CAPM’s prediction. We compute the CAPM’s estimated prediction by estimating beta (β), the market premium (E (rM ) − rf ), and the risk free rate (rf ). We want the estimated prediction error (called α): ˆ αi = ¯i − CAPM Prediction ˆ r ˆ r = ¯i − ¯f − βim (¯M − ¯f ) r r r The CAPM and α ˆ α will not always be zero even if the CAPM is true. Why? ˆ What can we say about prediction error if the CAPM holds? Karl B. Diether (Fisher College of Business) Testing the CAPM 3 / 29 A Good Strategy? Stock tip: Invest in mid-cap stocks. It is a good strategy because everyone ignores mid-cap stocks. Investor want blue chips, or they want to invest in small start-up companies with growth opportunities. Therefore, mid-cap stocks tend to be undervalued...
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...e- Portfolio For decades, students have been completing assignments in school. Often, these were seen only by the teacher, graded and returned to the student. Sometimes, the work was posted on a classroom wall or in a school hallway. Many teachers kept portfolios of student work for report card conferences, and the rare teacher taught students how to build their own portfolios from their work. With more and more schools going paperless or migrating to the "cloud", student work has become more easily shareable, accessible by many, and more easily organized. Many teachers have turned to digital portfolios -- or "e-portfolios" -- for their students. These digital portfolios have caused a huge shift in how teachers assign, collect and assess student...
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...Project Portfolio Management Project Portfolio Management is a methodology to manage a company’s projects in a similar way that financial manager manages the company’s cash flow and related finances. According to Rouse (2013), “PPM (project and portfolio management) is a strategic prioritization methodology employed to analyze and manage current or proposed projects within an organization”. The purpose is to determine the best available sequence and group of projects to achieve organizational strategic objectives from concept to conclusion. Project Portfolio Management aims to align the projects, investments and resources with organizational priorities. Project Portfolio Management is a continuous process which comprises of project data collection, evaluation of each project, optimizing the performance of projects in portfolio and resources of company and execution of portfolio work. Companies have deployed project portfolio management solutions for establishing efficient processes to advantage of their IT infrastructure for achieving organizational objectives. Perry and Hatcher (2003) identified four categories as Ad hoc, structured, standardized and optimized on the basis of maturation level of IT. According to them, majority of organization had adopted Project Portfolio Management on ad hoc basis rather than a continuous process. Ad hoc is the level when use of IT, other resources and project priorities are not aligned with organizational objectives. In this stage, the organization...
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...process, a feasibility study and a business case is conducted in order to assess whether the project is going to bring benefits to the company. If the result is positive and shows that there is a market, it means that the project has a strong business case and it will be compared with other projects in order to have an accurate position among many other projects. Thus, the company would have a more logical resource allocation. We identify this routine carried out by R&D department in SIT is a process in the Boston Consulting Group portfolio model. 2. The different group of projects in R&D. We identify “buckets” as a reflection on the Boston Consulting Group portfolio model. For instance, New Platform Portfolio can be considered as the Wildcat business which the degree of market attractiveness is high but Siemens business position is weak. Siemens just enter a new market; a large amount of R&D resources is needed. Once, this new product has fully developed, it is transferred to the Existing Product Portfolio which we think is corresponding with the Star business which also needs much spending in R&D activities. However, Star business can bring lots of benefits and profits for the company. Furthermore, the project carried out in Technology portfolio are also part of the strategic solution. This is the innovation part in which we try to have strategic planning with a 15 year perspective (Fazlalipour & Sundberg, 2010. Portfolio Management Solutions 1. The...
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...Financial Management Multiple choices: 1. The approach focused mainly on the financial problems of corporate enterprise. a. Ignored non-corporate enterprise 2. These are those shares, which can be redeemed or repaid to the holders after a lapse of the stipulated period. c. Redeemable preference shares 3. This type of risk arises from changes in environmental regulations, zoning requirements, fees, licenses and most frequently taxes. b. Domestic risk 4. It is the cost of capital that is expected to raise funds to finance a capital budget or investment proposal. a. Future cost 5. This concept is helpful in formulating a sound & economical capital structure for a firm. c. Designing optimal corporate capital structure 6. It is the minimum required rate of return needed to justify the use of capital. b. Firms point 7. It arises when there is a conflict of interest among owners, debenture holders and the management. d. Agency costs 8. Some guidelines on shares & debentures issued by the government that are very important for the constitution of the capital structure are: a. Legal requirement 9. It is that portion of an investments total risk that results from change in the financial integrity of the investment. b. Default risk 10. _________ measure the systematic risk of a security that cannot be avoided through diversification. a. Beta Part Two: 1. What is Annuity kind of cash flow? Ans :...
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