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portfolio project

portfolio project

– Portfolio project, first report
Description:
Explore portfolio management by implementing an investment policy statement mandate.
Activity:
Use the client and investment goals assigned to you to implement an investment mandate for a US equity portfolio.
Benchmark: Establish a benchmark index consistent with the IPS mandate.
Screens: Establish appropriate stock screens.
Using finviz.com, develop a set of stock screens that will result in stocks that will help you meet the mandate of the portfolio. For example, if the mandate is large capitalization value US stocks, develop a set of screens that will limit the choice of stocks to those that are both large capitalization and value. You have discretion in how you define these (though finviz has limitations), but you will be expected to defend your choices.
Industry Allocation: Set target sector allocations for portfolio.
Develop a set of sector weights that will result in a portfolio allocation that meets the mandate of the portfolio. We will not have discussed a lot on macro-analysis yet, so for now focus on sector weights similar to the benchmark you chose UNLESS your mandate contains a specific sector constraint.
Selection: Select twenty stocks for the portfolio.
This course and project is not formally about stock valuation. For now, the key goal is to identify stocks that both meet the screens you developed, the industry allocation you developed, and will as a whole allow you to meet the mandate from the IPS. Selection should also include a target weight consistent with the industry allocation.
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Written report: A memo detailing your activities as if I were a financial adviser.
Audience:
· The financial adviser (me) who has asked you to implement the mandate.
· Assume the reader has a general understanding of equity portfolio management, but does not necessarily know everything implementing a particular mandate.
Required content:
Memo should include (in this order):
· An executive summary of everything in the memo (1 paragraph, first page)
· A discussion of your benchmark choice and why it is appropriate (about 1 paragraph)
· A discussion of the screens you created to address the policy statement (about 1-2 pages)
· A discussion of your portfolio allocation, which focuses on how the portfolio you created in aggregate meets the mandate (about 2-3 pages)
· It is not necessary to discuss every single stock.
· It is necessary to provide evidence that everything meets the screens and allocation expectations. A table in the Appendix would be good.
· Appropriate tables, charts, and graphs to support your discussion. These should be in an Appendix.
In an appendix to the memo, you should include:
· A listing of the positions in the portfolio, along with the weights and evidence that the position meets your stock screens.
Format requirements:
· 7 page maximum (double-spaced) excluding the appendix.
· All tables, graphs, and figures should be included in the appendix. They should not be in-line and they should not be in a separate document.
· 1” margins all around with 12 point Times New Roman font
· Poor writing will be penalized.
· Tables and graphs should also be presented professionally with everything labeled.
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security and threats in the e-commerce environment

 
1. Evaluate the characteristics of e-commerce.
2. Demonstrate effective use of technology for communication.
3. Evaluate the effectiveness of an e-commerce Web site.
4. Explain the security and threats in the e-commerce environment.
5. Analyze basic concepts of consumer behavior and purchasing decisions.
6. To apply critical thinking by the students.
Assignment Workload:
· This assignment is an individual assignment.
· The word count for this assignment must be between 2500 to 3000 words.
Assignment Objectives & Requirements:
1. To create a new E-commerce business, which is located in the Kingdom of Saudi Arabia, which include the followings:
a. Introduction about your business.
b. Product and type of services.
c. Business statement.
d. Business vision.
e. Business objective.
2. To explain your business E-commerce processes.
3. To apply a SWOT analysis to your business.
4. Building the E-commerce website.
a. How it will look likes in terms of design and format (draft).
5. Student is required to explain its E-commerce system functionality, such as:
a. The product menu will show all the product we have in stoke.
b. The contact button will have all the company contact details, social media links Facebook, Instagram, etc.
6. System design (Picture attachment).
7. Determine the suitable software and hardware needed with an explanation on why it’s needed.
a. What type of functionality needed in your website, such as CRM?
b. What type of hardware needed? Do you need a server or it will be in the cloud?
8. Identifying security issues as well as how to avoid it.
a. What type of security? To whom or to what?
b. Potential threats to your website?
c. Recommendation.
9. Categorize marketing and advertising strategy and method.
a. Demographic.
b. Marketing method.
c. Social media.
d. Local marketing.
e. Multichannel marketing.
10. Describe what are the ethics and laws within your E-commerce Website.
11. Conclude your report.
Assignment regulation:
· All students are encouraged to use their own word.
· Student must apply any recognized Academic Referencing Style within their reports.
· Student is allowed to cite 10% from the word limit (3000 word limit means 300 words can be cited).
· A mark of zero will be given for any submission that includes copying from other resource without referencing it.
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business study

business study


Access Panera Bread’s most recent 10-K (Annual Report). Panera’s 2016 Annual Report and Report to the Stockholders is available in the Individual Assignment Module in D2L. Information about Panera is also available at the Investor Relations section of Panera’s website: https://www.panerabread.com/en-us/company/financial-reports.html
Determine from the reports what Panera Bread believes are the primary competitive factors in its industry. Complete a competitive analysis grid for Panera Bread (see Case 5.1, p. 175-176, for additional information about Panera Bread).
Be thorough and objective regarding the categories of information for Panera that should be included in the grid. Most of the information needed to complete the grid can be obtained from the company Web site, SEC filings, and Web searches for additional information about Panera.
You should have at least six competitive factors and at least six companies to analyze (five competitors plus Panera). Use Table 5.5 p. 169 in the textbook and the Competitive Analysis Grid Example in D2L as a guide for your competitive analysis grid. Use a ranking of 1 to 5 to rate Panera in terms of its competitive position in the restaurant fast casual market. For example if you believe Panera is superior in terms of its menu you might rate Panera as a “1”. That does not mean that other competitors could not also be rated as a “1”. You could for example rate 2-3 competitors with the same ranking. The rating should reflect that company’s position in the market related to the specific factor. Note on your grid the definitions of your ratings. For example 1 = best; 5 = worst.
Look at your completed grid, and make an assessment regarding how Panera stacks up against its competitors. Does the grid reveal that Panera has advantages (relative to its competitors) that it is not fully taking advantage of, or compelling disadvantages that it needs to guard against?
Your completed assignment should include:
Competitive Analysis Grid (at least six competitive factors and six competitors including Panera) [6 pts.]
An assessment regarding how Panera stacks up against its competitors (350 words minimum) [7 pts.]
A discussion about Panera’s relative advantages over its competitors and/or compelling disadvantages it needs to address with competitors (350 words minimum) [7pts.]
Make sure your name is on the assignment!
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USINESS, SOCIETY & GOVERNMENT

article paper:

GBUS 3953 – BUSINESS, SOCIETY & GOVERNMENT
ARTICLE PAPERS
Article papers will generally be three to five pages in length. You should follow the style guide requirements (posted on Blackboard), except that no title page is required. Instead, you should put your name, class, chapter, and date in the top right corner of the first page of the assignment. These items may be single-spaced.
You are to submit the paper via turnitin.com. You should title the file using this naming scheme:
GBUS 3953SP18-LastNameFirstName-Article Ch 1
So, if I were submitting an article paper regarding Chapter 1, the file name would be:
GBUS 3953SP18-PalmerSteven-Article Ch 1
Using any other naming scheme for the file may cause the file to be lost during the download process. So not using the proper naming scheme will result in you not being given credit for completing the assignment.
Over the course of the semester we will study fifteen chapters (all textbook chapters except 4, 11, 17 and 19). You need to select ten of those chapters for which you will submit an article paper. This means that over the course of the semester you should have written ten article papers regarding ten different articles and applying articles to ten different chapters.
Articles must come from a recent edition (within two weeks of assignment being due) of an acceptable source. The article must apply to the appropriate chapter. A sample of an article paper (written in 2002) follows.
These are the acceptable sources:
The Wall Street Journal USA Today The Arizona Republic
The New York Times Houston Chronicle Atlanta Journal-Constitution
Los Angeles Times Newsday Detroit Free Press
Chicago Tribune The Dallas Morning News Chicago Sun-Times
The Washington Post San Francisco Chronicle San Jose Mercury News
The Washington Times The Boston Globe New York Post
The Plain Dealer The Star Tribune The Denver Post
The paper should be organized as follows:
Article Identification (include the URL, if read electronically)
Summary of Article
Analysis of Article as Relates to Chapter
Student’s Opinion and Thoughts
Conclusion
A copy of the article should be attached to the current events paper.
Steven C. Palmer
GBUS 3953
Chapter 13
August 26, 2002
“A Friend of Martha Stewart Cooperates in Trading Probe” Wall Street Journal, August 9, 2002, p.1
(https://www.wsj.com/articles/SB1028856355556430200)

Summary

The investigation into possible criminal activity involving Martha Stewart and ImClone
Systems, Inc. stock might be bolstered by a new witness. Mariana Pasternak, a friend of Ms.
Stewart, has suggested that she can provide evidence to rebut Ms. Stewart’s account of the sale, according to sources close to the investigation. Ms. Pasternak and Ms. Stewart were on a private jet on the day Ms. Stewart made the controversial sale of the stock. Ms. Stewart is under investigation for insider trading, obstruction of justice and making false statements to officials.
If prosecuted and found guilty she could face a term of ten years in prison.
Samuel Waksal, former ImClone CEO and friend of Ms. Stewart, has been charged with securities fraud, bank fraud, perjury, and obstruction of justice. He is to be arraigned on
Monday.
According to investigators Ms. Stewart unsuccessfully attempted to contact her broker. After talking to an associate of her broker, Ms. Stewart sold her shares in ImClone. Ms. Stewart claimed that the stock was sold because of a prior stop-loss order to sell if the stock went below $60 per share. The associate involved has said that there was no stop-loss order in place at the time of the sale.

Analysis

Since the stock market crash of 1929, securities law has been an important factor in rebuilding financial markets. As explained in Chapter 13, securities law provides that a person who has inside information cannot trade in a stock based on that knowledge. Inside information is material non-public, confidential information regarding a company’s financial condition that
may influence investment decisions.
If Dr. Waksal provided Ms. Stewart advanced notice that the FDA had turned down the application for ImClone’s primary product before the announcement was made public, this would be inside information. Obviously if a company cannot sell its primary product the value of the company will be negatively affected. For Ms. Stewart to sell the stock at a much higher price before the FDA announcement was made public could be insider trading.
All citizens have the legal duty to be honest with law enforcement officials and with
Securities and Exchange Commission (“SEC”) investigators. The 5th Amendment to the U.S.
Constitution protects a citizen from having to answer questions by government officials. However, if a person provides information, that information must be truthful. Lying to law enforcement or SEC investigators is a crime.
If, as alleged, Ms. Stewart falsely told investigators that she had a prior stop-loss order that triggered the stock sale, she could be guilty of false information and obstructing the investigation. It would appear that her intent was to mislead investigators in a way that impeded the investigation.
Even if her conduct is deemed not to be illegal, ethical concerns still need to be discussed. Is it ethical for a person with non-public information as to the value of property to profit at the expense of an innocent third party? Unlike a person who does not make the effort to have the necessary information to properly value property, when inside information is involved one of the parties to the transaction is not in a position to gain the information no matter how much investigation has been done.
Ms. Stewart is CEO of a publicly-traded enterprise and a member of the New York Stock
Exchange. She should be very familiar with securities laws and the SEC rules and regulations.
-2-
If she intentionally violated the law, she has failed in her ethical duties to the public as a member of the New York Stock Exchange.
Finally, as a citizen of the United States, is there an ethically duty to cooperate with law enforcement officials. Surely it is unethical to intentionally provide false or misleading information to a government official in that official’s exercise of his/her duties.

Opinion

There appears to be an abundance of evidence to suggest that Ms. Stewart has engaged in criminal activity. Though the investigation is still progressing into the stock sale transaction, clearly, she lied to investigators. It is important to bolster investor confidence in the stock markets to prosecute public figures, like Martha Stewart, for criminal wrongdoing regarding securities laws.
If prosecutors do not file charges against Ms. Stewart, the public will believe that there are two sets of laws, one for the rich and famous and one for the rest of us. Confidence by the small investor will be greatly diminished.
From the public information, it appears to me that Ms. Stewart is also guilty of securities fraud, insider trading. She needs to be prosecuted and sentenced to jail for her actions. Ms.
Stewart’s profits from this stock sale were relatively insignificant for her; however, for the
average investor who lost money because of this transaction the loss could be significant.
If she is not prosecuted, Ms. Stewart’s actions will only encourage others to use inside information for profit at the expense of others. It will also further erode the public confidence in economic markets. With other scandals, such as World Com and Enron, our government officials must take affirmative actions to bolster investor confidence.
-3-

Conclusion

Martha Stewart may well be on her way to prison. If this new witness clarifies what happened on the day of the questioned sale, prosecutors may feel more confident in their case to proceed criminally against Ms. Stewart.
-4-

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E-commerce

E-commerce

Assignment Purposes:
1. Evaluate the characteristics of e-commerce.
2. Demonstrate effective use of technology for communication.
3. Evaluate the effectiveness of an e-commerce Web site.
4. Explain the security and threats in the e-commerce environment.
5. Analyze basic concepts of consumer behavior and purchasing decisions.
6. To apply critical thinking by the students.
Assignment Workload:
· This assignment is an individual assignment.
· The word count for this assignment must be between 2500 to 3000 words.
Assignment Objectives & Requirements:
1. To create a new E-commerce business, which is located in the Kingdom of Saudi Arabia, which include the followings:
a. Introduction about your business.
b. Product and type of services.
c. Business statement.
d. Business vision.
e. Business objective.
2. To explain your business E-commerce processes.
3. To apply a SWOT analysis to your business.
4. Building the E-commerce website.
a. How it will look likes in terms of design and format (draft).
5. Student is required to explain its E-commerce system functionality, such as:
a. The product menu will show all the product we have in stoke.
b. The contact button will have all the company contact details, social media links Facebook, Instagram, etc.
6. System design (Picture attachment).
7. Determine the suitable software and hardware needed with an explanation on why it’s needed.
a. What type of functionality needed in your website, such as CRM?
b. What type of hardware needed? Do you need a server or it will be in the cloud?
8. Identifying security issues as well as how to avoid it.
a. What type of security? To whom or to what?
b. Potential threats to your website?
c. Recommendation.
9. Categorize marketing and advertising strategy and method.
a. Demographic.
b. Marketing method.
c. Social media.
d. Local marketing.
e. Multichannel marketing.
10. Describe what are the ethics and laws within your E-commerce Website.
11. Conclude your report.
Assignment regulation:
· All students are encouraged to use their own word.
· Student must apply any recognized Academic Referencing Style within their reports.
· Student is allowed to cite 10% from the word limit (3000 word limit means 300 words can be cited).
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Health Promotion

Assignment Help

You have recently been assigned Health Promotion as a new priority for the upcoming year.  Review the  C-Span Health Promotion (Links to an external site.)Links to an external site.  video and determine how you can use this information to promote health within your community.  Explain the importance of health promotion and the impact on the nation and the world.  How much should the government play a role in our health?  How much should the individual take control of his or her own health?  Would it be a more effective strategy to invest in preventive healthcare rather than treating sickness and disease?  Provide an argument for and against health promotion. The Health Promotion assignment
· Must be four double-spaced pages in length (not including title and reference pages) and formatted according to APA style
· Must include a separate title page with the following:
· Title of paper
· Student’s name
· Course name and number
· Instructor’s name
· Date submitted
· Must use at least four scholarly sources
· Must document all sources in APA style.
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Lemonade Story

write a paragraph or two describing your reaction (good, indifferent, or bad) to what you witnessed from the event. These mini-papers are a way of seeing if and when you experience an “AHA” from something we’re doing this semester. And they are also good practice for learning how to construct an “elevator pitch.” That said – there should be something in that paper that makes me believe that you actually watched it.
 
Watch this video and write an elevator paper:
https://www.youtube.com/watch?v=JyPRgtDc0Fg (Links to an external site.)Links to an external site.