INSTRUCTIONS:
Use the publicly held company you selected from the National Association of Securities Dealers Automated Quotations (Nasdaq) or New York Stock Exchange (NYSE) that conducts business in the U.S., as well as internationally. The company you select should have corporate social responsibility as part of its mission/vision and/or business practices.
SCENARIO:
Financial Management Decision Making
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 to the investors 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.
QUESTIONS/PROMPTS:
Part One: Company Profile (7-8 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
Ethical practices
Diversity/composition of the board of directors
Corporate social responsibility practices
Evidence-based decision-making practices
Part Two: Recommendations to Investors (1-2 Pages)
Based on your assessment of the company, synthesize your recommendations of whether or not to add the company to the holdings of the mutual fund. Be sure to justify your recommendations, with appropriate supporting details and references to relevant sources.
******* Nasdaq list & NYSE list are attached.
******* Rubric & other supporting readings are attached as well.
Thank you 🙂
