Please Choose an easy and big company like apple or any big companies where information is easy to access
The final assessment for this course is an applied environmental, social, and governance (ESG) analysis and portfolio investment project. You will analyze an existing company to make an investment decision from a stakeholder (investment manager or investor) perspective. The project will allow you to apply ESG criteria in the investment decision process while allowing you to reflect on the impact of your decisions. Each week, you will complete a portion of the project, and the project will culminate with a presentation of your investment decision(s). Carefully review the complete final assessment description in the Course Assignments page on the final assessment tab so you have a full picture of what you will need to study.
Instructions
This week, you will begin the project by determining which company you will focus on for your final assessment, describing the company, and summarizing its investment strategies. To complete the assignment, read these detailed instructionsLinks to an external site..
Formatting
Style: Your paper should be written in narrative form, using complete sentences and paragraphs.
Length: Your paper should be approximately 4-5 pages in length. Points will be deducted for papers that exceed the specified length (see rubric below for more details).
SMGT 530 Week 1 Assignment
This week, you will determine which company you will focus on for your final assessment.
In a 4–5 page paper, complete the following:
Select a company you would like to study throughout the course.
The company should be one that you are interested in exploring and may include the company for which you work. Be sure that you are comfortable working with the company, as it will be difficult to change your selected company in subsequent weeks.
The company you select can be domiciled anywhere in the world.
The company should be one that generates integrated reports (IR), or one that you can reasonably study through information available publicly or through your current organization. The company can be any size and can be national or multinational.
The company can operate in any industry sector and can produce goods or services.
The company should be a for-profit organization. Nonprofit companies are not allowed for this project.
The objective of the final assessment will be to complete an ESG assessment of your selected company and then make an investment recommendation. Therefore, you do not need to overanalyze your project this week to ensure it is a “good” project. Just select a company that is interesting to you.
To successfully complete the assignments for this course, you will need access to the following information about the company:
Headquarters and operations locations
Products or services
Target markets
Number of employees
Mission and values
Sustainable finance business model
Financial strategy
Stakeholders
Relevant materiality issues
Competitors
Integrated reports
You may want to review the companies on this list as potential companies for your project.
Once you have made your selection, describe the company you would like to study. Your description should include:
The name of the company
Your rationale/reasons for selecting the company
The company’s headquarters and operations locations
The company’s products or services
The company’s target markets (i.e., where does it sell its products/services)
Number of employees
Provide basic background information about the company
Company information can be obtained from primary sources (e.g., company’s integrated reports, annual reports, proxy statements, company’s websites, industry reports).
Next, describe the company’s value and purpose.
What is the company’s mission/purpose?
In what way does the company create value for society?
How does it get paid for that value creation?
Does the company generate serious externalities? Are they positive or negative?
How do you assess the chances that these externalities will be internalized?
Given the company’s type of operations, what types of ethical dilemmas do you believe the company faces?
Based on information from the company’s reports, do you expect to see a shift in what is regarded as morally acceptable by the company?
Once you have given a description of the company, apply what you’ve learned from this week’s readings and multimedia to complete the following:
Critique two differing investment strategies as potential options for the company.
Apply measurement and reporting metrics to each investment strategy to forecast outcomes. Based on these forecasted metrics, explain which strategy you would suggest for the company.
Describe how the integrated value approach can be used to measure social and environmental externalities for the company’s investment strategy.
This is the final assessment just putting instructions dont do this!
The final assessment for this course is an applied environmental, social, and governance (ESG) analysis and portfolio investment project. You will analyze an existing company to make an investment decision from a stakeholder (investment manager or investor) perspective. The project will allow you to apply ESG criteria in the investment decision process while allowing you to reflect on the impact of your decisions. Each week, you will complete a portion of the project, and the project will culminate with a presentation of your investment decision(s).
Instructions
For your final assessment submission, you will decide whether you would invest in your chosen company or recommend the company for investment purposes. You are required to decide if the company is an attractive investment based on your weekly analysis of eight evaluation criteria:
Sustainability efforts and initiatives
Business model
Corporate strategy
Management and corporate governance practices
Impacts
Reporting quality
Financial performance
Value drivers and capital
This assessment consists of three sections. You will reference and incorporate information and conclusions from prior course assignments in each of the three sections. The first section requires you to analyze and score your chosen company on several sustainable finance considerations. In the second section, you will explain and justify your investment decision. In the third and final section, you will present your analysis and decision as you would to inform investors.
Section 1: Complete the investment decision matrix.
Section 2: Answer the questions posed under the eight categories in the detailed instructions.
Section 3: Prepare a 20–35 slide presentation that summarizes your findings.
Submit the investment decision matrix, answers to the questions, and slide presentation as three separate files.
To complete the assignment, read these detailed instructionsLinks to an external site..
Formatting
Style: Your investment decision matrix can take a variety of forms (e.g., bullet points, short prose). Your answers to the questions should be written in narrative form, using complete sentences and paragraphs. Your presentation can take a variety of forms (e.g., bullet points, short prose, charts, graphs, images).
Length: Your paper (Section 2) should be approximately 4-5 pages in length. Points will be deducted for papers that exceed the specified length (see rubric below for more details). Your presentation should be 20-35 slides in length, excluding the intro, outro, and references slides. Points will be deducted for presentations that exceed the specified length (see rubric below for more details).
APA Formatting: Adhere to the Style Guide for headers, spacing (double-spaced), and citations.
Submission: You will submit three files from the File Upload tab. Select Upload File to upload your decision matrix. Next, choose Add Another File to upload your investment decision paper. Then, select Add Another File to upload your presentation. Once all files are uploaded, select Submit Assignment.
