Examine the brokerage statement contained in the case. How would the stated “estimated yield” compare to the yield to maturity for an investor who purchased the bonds on the statement date at current market prices?

First, read the case Calculating & Disclosing Bond Yields: Ethics and Mechanics.

Be sure to read the Notes at the bottom of the case, including:

“The term “estimated yield” is essentially synonymous to the term “current yield.” Textbooks define current yield as the bond’s coupon payment divided by the current market value of the bond. Brokerage statements report what they term estimated yield, which is the client’s projected annual income from a series of bonds  divided by the aggregate market value of those bonds.

The EMMA website and search function can be accessed here http://emma.msrb.org/.”

Additional readings

Financial Industry Regulatory Authority  , Bond Basis: Yields That Matter More. Retrieved from http://www.finra.org/investors/bond-yield-and-return
Securities and Exchange Commission, General Information on the Regulation of Investment Advisers. Retrieved from https://www.sec.gov/divisions/investment/iaregulation/memoia.htm
Zweig, J , “How Muni Bonds ‘Yield’ 4% in a 2% World”, The Wall Street Journal. Retrieved from http://ezproxy.umgc.edu/login?url=https://www-proquest-com.ezproxy.umgc.edu/newspapers/intelligent-investor-how-muni-bonds-yield-4-2/docview/1728350413/se-2?accountid=14580
Second, answer the questions. In your initial response to the topic you have to answer all questions:

Examine the brokerage statement contained in the case. How would the stated “estimated yield” compare to the yield to maturity for an investor who purchased the bonds on the statement date at current market prices?
Are you concerned by the ethical behavior presented in the case? Describe the dilemma and explain what you would do. Justify your response.
Reflection – the students also should include a paragraph in the initial response in their own words, using finance terminology, reflecting on specifically what they learned from the assignment and how they think they could apply what they learned in the workplace or in everyday life.

What is your company’s primary revenue, secondary revenue, and gains? What is your company’s primary expenses, secondary expenses, financial activity generated expenses, and losses?

In your thorough and detailed review, analyze the company’s quarterly financial statements for the past two most current quarters and perform the following:Prepare a balance sheet and income statement horizontal analysis for the last two quarters.

Prepare a balance sheet and income statement vertical analysis for the last two quarters.

Prepare a liquidity analysis by computing and using the appropriate ratios to assess liquidity.

Compute a minimum of three ratios and show your supporting calculations.

Prepare a solvency analysis by computing and using the appropriate ratios to assess solvency.

Compute a minimum of three ratios and show your supporting calculations.

Prepare a profitability analysis by computing and using the appropriate ratios to assess profitability.

Compute a minimum of three ratios and show your supporting calculations.

Analyze the methods and tips provided in the textbook, Warren Buffet Accounting, to address the following questions:

What is your company’s primary revenue, secondary revenue, and gains?

What is your company’s primary expenses, secondary expenses, financial activity generated expenses, and losses?

What is the revenue trend? Does the 10-K or 10-Q discuss primary revenues, as well as other revenue types?

What do the accounting policies say in the annual report regarding the cost of revenue? What are the drivers to the cost of revenue and the trends?

Are there any trends in sales and marketing expenses or research and development? Are these amounts reasonable for the type of business?

Compare general and administrative expenses to similar companies. Are they reasonable?

What is the ratio of net interest income  to income from operations? Is this a safe ratio for the company? Why or why not?

What is the income taxes trend? Is the effective tax rate reasonable over time?

Formulate your analysis on the above requirements to discuss the financial health, performance, strengths, and weaknesses of the company, as well as any identified positive or negative trends.

Discuss how this degree will impact your short and long-term career plans and address the following questions: Why pursue an MSF at this point in your career? In what ways do you plan to utilize the Villanova MSF to meet your professional goals?

LET ME KNOW IF THERE IS A DIFFERENCE BETWEEN CHOOSING AN let me know in what direction you would like to write about and feel free to ask any questions that I may answer about myself that would help you in writing this.  The question for the application is:

Discuss how this degree will impact your short and long-term career plans and address the following questions: Why pursue an MSF at this point in your career? In what ways do you plan to utilize the Villanova MSF to meet your professional goals?”

Critically evaluate funding options based on this performance and engage in a discussion about the adoption of beyond budgeting techniques and processes.

Financial Management

This assignment is an individual project aimed at assessing your ability to understand key financial statements of a company, and its relevant performance,

Critically evaluate funding options based on this performance and engage in a discussion about the adoption of beyond budgeting techniques and processes.

Compare the Sustainability Report to the Annual Report. Does the Annual Report list any ESG factors in its Risk assessment?

ESG project on Target and Walmart

1) Describe the Company and the Industry in some detail, including SASB’s materiality map for the industry, the company’s business model, product-competition, future outlooks, and strategy.

Describe how Sustainability can influence these aspects.

2) Summarize the key takeaways from the company’s Sustainability Report.

Shivram Rajgopal’s Forbes Articles are a good reference and guide:

Compare the Sustainability Report to the Annual Report. Does the Annual Report list any ESG factors in its Risk assessment?

(3) Report in detail the company’s ESG scores by Sustainalytics and MSCI. How do these reports compare to each other? What are the strengths and weaknesses of the companies you selected?

Explain which parts of the chapter or which ideas you may disagree with and why.Provide some examples of your own to add to the examples given in the chapter.

Write review with instruction down below for chapters5-7

1. Summarize and explain in your own words the main ideas in the chapter and what the chapter is about.

2. Provide some examples of your own to add to the examples given in the chapter.

3. Explain which parts of the chapter or which ideas you may disagree with and why.

4. For each chapter, explain how it is related to the previous chapter and what new concepts have been introduced.

Analyse the results of the regression in terms of coefficients and associated t- statistics

Quantitative Research Methods for Finance

What am I required to do in this assignment?

The purpose of this coursework is to understand the features of a set of managerial, economic or financial variables and be able to find how they are linearly related by using regression methods. Use Excel or Eviews to perform calculations.
There is maximum word limit of 2500 words. This is an INDIVIDUAL assignment. The assignment will be submitted as word document on blackboard by 12th November 2021  at 23.58. The Excel data file and excel output files related to the material presented on the assignment need to be uploaded to a specific shared folder by deadline. All the data should be organized in one Excel file named FIN5B1-StudentName-StudentNumber.
The following tasks will guide you through the econometric analysis:
1. Find a data set: Choose a data set with 3 variables . And organise the data in a Excel file. Describe the sample in terms of number of observations and frequency. Present the dataset using a relevant graph and explain the main features of each variable. Explain your intuition about dependent and independent variables.
2. Data description:
a. Discuss and describe your data as well as the reason(s) for your choice of data and using “Descriptive Statistics” for each variable
b. Plot all variables and comment on graph(s).
c. Trx3)
d. Describe statistically the transformed data set (plot it) and comment about your
results.
e. Plot each Xi (xi) variable against the Xj (xj) variable in a scatter plot and comment
about the relation between each pair of variables based on a covariances and
correlation analysis.
3. Regression analysis:
a. Then regress the dependent variable against the set of independent variables with a multiple regression model or a set of simple regressions. Explain and interpret the results.
b. Analyse the results of the regression in terms of coefficients and associated t- statistics, R squared and F-statistic.
c. Perform a residual analysis – exd. Perform a robustness analysis – explain and interpret the results
e. Choose one of the estimators to build a relevant forecast – explain and interpret
the results
4. Conclusions: Using the main results of your analysis, conclude about all these results
trying to find ideas or models that could be used to improve the analysis.