Financial Management Decision Making- Part 1
Module 1 Assignment Overview
In this module, you will complete an Assignment that is divided across and submitted over the course of 3 weeks. This week, you will complete and submit Part 1 of the Company Profile. You will complete and submit Part 2 of the Profile in Week 2 and will complete and submit Part 3 of the Company Profile, as well as your recommendations to the mutual fund’s managers, in Week 4.
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 company’s 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 (in total throughout Weeks 1–4) for the managers of the mutual fund that will include your recommendations as to whether this company aligns with the mutual fund’s 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 include relevant citations from the Learning Resources, the Walden Library, and/or other appropriate academic sources to support your work.
To prepare for this Assignment:
- Download Module 1 Assignment Template. Note: Be sure to keep a copy of your completed Assignment this week, as you will be adding to the same file for your Assignments for Weeks 2 and 4.
- If you need help locating an organization that is recognized for its practices related to ethics, social responsibility, and global expansion, you may want to begin by searching for “top ethical companies” and review some recently compiled lists (e.g., within the past 2–3 years) of companies that may meet these criteria.
Submit your evaluation of value to shareholders, to include the following:
Company Profile, Part 1 (3-4 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