The company I chose is Coca Cola. I will attach the week 1-6 file as well as matrix (part 1) and questions (part 2)
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.
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)
SMGT 530 Final Assessment
Complete the following three sections for your final assessment:
Section 1 – Investment Decision Matrix for the Company
Complete the investment decision matrix on this supplementary document.
Section 2 – The Investment Decision
After completing your scoring on the matrix, answer the following questions in narrative form as guidance to help with your decision. After answering the questions, explain whether or not you would invest in the company. Be sure to explain your decision in relation to each of the eight evaluation criteria.
How well prepared do you think the company is for the transition to a more sustainable economic model?
How attractive do you find the company as an investment?
What did you find most surprising when answering the questions in the weekly assignments?
If you were to engage with the firm, what topics would you address to ensure that sustainable thinking permeates throughout its business model and corporate strategies? How would you incorporate impact measurement and integrated reporting metrics to inform this decision?
What ESG investment strategies would you develop to provide rationale for your investment decision?
What role do financial and societal views play in managing and filtering investment opportunities?
Consider the ESG financing and investing sources of the company and its competitors. How would these sources impact stakeholder objectives and the company’s competitive edge? Consider how the company’s sources impact stakeholder objectives.
Consider the corporate governance, government regulations, and taxation of the company and its competitors. How do these factors impact the company’s behavior toward ESG financing?
