Apply a bivariate VAR model to the monthly log return on S&P500 and the monthly log return on your given index.

Econometrics report

1. Employ the Box-Jenkins approach, identify the ARMA form of the assigned inflation rates following the steps below:
a. Plot the correlogram of the time series.
b. From the correlogram, propose three models AR, MA or ARMA that could potentially be suitable for this time series. Provide justification for the choices.
c. Estimate all of the proposed and compare their Akaike Information Criteria to identify the most suitable model for the assigned inflation rate.
a. Apply the Fama-French 3-factor model on the log return your assigned US company. The Fama-French 3-factor model has the following form:
b. models
Report your estimation results and comment on the significance levels of the estimated coefficients. Comment on the meaning and significance of all the factors.
c. Is Fama-French a good model for the particular stock? Explain your answer with evidence from your computation.
3. Conduct the ARCH-LM test on the residuals of the estimation of model (1) in question 2. Report and comment on the result of the test.
a. Estimate the Fama-French 3-factor model with GARCH(1,1) on the company stock return. Comment on the estimated result regarding the magnitude and significance of the model.
b. Discuss if introducing GARCH(1,1) for this model is appropriate.
5. Apply a bivariate VAR model to the monthly log return on S&P500 and the monthly log return on your given index.
a. Report the optimal lag-length table. What are the optimal lag lengths according to different criteria?

Illustrate how your identified event impacted financial markets and instruments traded on these markets, for example, the impact on the equity markets, bond markets, FX markets etc.

An evaluation of the impact of a recent event on financial markets

1. Identify and briefly describe an event that affected a range of financial markets in recent years. This event should be non-company specific and occurred within the past ten years.

2. Illustrate how your identified event impacted financial markets and instruments traded on these markets, for example, the impact on the equity markets, bond markets, FX markets etc. Analyse how prices and/or demands of financial instruments have been affected. You can use factual information to aid your discussion.
3. Research and discuss what measures financial institutions and financial intermediaries have taken to manage the crisis or consequences caused by your identified event. Discuss the intended and/or actual effects of these measures in mitigating the impact on the financial markets and economies.

4. Your essay should be well structured , original , written with clarity, coherent, correctly referenced , and free from grammar and spelling mistakes.

Examine the ratios for your company’s Liquidity, Asset Management, Debt Management and Profitability/Returns.

Project Instructions
1).  Go to Yahoo! Finance, Mergent or other source to retrieve financial data (Income Statement, Balance Sheet and Statement of Cash Flows) for a company of your choice to analyze.
2).  Examine the ratios for your company’s Liquidity, Asset Management, Debt Management and Profitability/Returns.
3).  Calculate the Cost of Equity, using the Beta from Yahoo!, then apply Beta to the Equity Risk Premium and add the Risk-Free Rate for the Cost of Equity.
4).  Compare your company’s Cost of Equity to its Return on Equity and determine the Spread between them.  What does this Spread tell you?
In three to five pages, summarize your company’s financial health and comment on whether you think it is adding value through its investments and financing choices .  Use the news articles you researched about your company to give specifics.
Be sure to include pdf’s of the information you retrieved and the Excel workbook used for your calculations.
Project – Principles – blank.xlsx – Attached
Project – Principles – Starbuck example.xlsx – Attached
Here are the steps to download financial statements from Mergent:
Mergent Steps to download Financial Statements.docx – Attached
Here are the steps to download stock price data from Yahoo! Finance and into your Project.
Steps to download Stock Price information from Yahoo Finance.docx
Here are two parts for video instructions:

Explain how Performance management can be used to monitor the plans and guide decision making throughout the next twelve months.

Finance for Decision Making

Covid-19 has had a significant impact on business over the last two years. Some businesses, such as supermarkets, have done well but with additional costs, many other businesses have gone into liquidation. The last year has seen shortages in skilled labour and logistics problems. It will be necessary for all businesses to re-assess their plans for the immediate and foreseeable future. The world has changed since 2019 and many people have changed their habits and preferences.

To help with this planning, you should use four ratios to report on which aspects of the business have been most affected. Using this information suggest how the main budget may be used to plan activities for the next year. Explain how Performance management can be used to monitor the plans and guide decision making throughout the next twelve months.

With mass vaccinations gradually being rolled out across the world, your business is looking to develop a new product or service for the post Covid-19 world. The investment proposed is £50 million and should have a lifespan of ten years. You are to suggest a suitable project, and, using NPV and IRR appraisal methods, show how  the investment will benefit your company.

What are your strongest qualities that qualify you for this particular scholarship/occupation?

Job Portfolio

This project will require:

(1) cover letter on the desired job,
– Health Administrator

(2) standard 1~2 page resume
-including photos,
-contact info,
-list of relevant skills,
-education credentials,
-job experience, and

(3) short response essay on these interview questions:

-What are your strongest qualities that qualify you for this particular scholarship/occupation?

-What are your weakest qualities that may affect your scholastic/job performance?

-What unique characteristics/qualities/experiences would you bring to this educational/occupational institution? These should be 3 separate documents in a single file for upload.

 

Determine your investment philosophy?Estimate your sources retirement income and assets available at the time you retire. Also, determine how you plan to use your assets in retirement.

Write a 3 to 4 page essay with an introduction, discussion, analysis and conclusions. Failure to follow these instructions will result in a grade of 50% or less. Also, numbered responses to the guidelines are no considered an essay. Feel free to use someone else’s financial information or make up the data. The point of these assignments is to go through the process and complete the analysis.
Also, numbered responses to the guidelines are not considered an essay.
1. Determine your retirement goals
a. When do you plan to retire?
b. Think about how long you and your spouse will live in retirement.
c. Where do you plan to live?
i. Will you keep your home?
ii. Will you downsize?
iii. Will you move into a retirement community?
iv. Will you or your spouse require long term care?
d. Estimate your retirement needs.
2. Create a debt retirement plan that will pay off all debt before you retire.
3. Develop your savings and investment plan
a. Identify sources of retirement.
i. Social Security
ii. Pension Plans
iii. IRA
iv. other
b. How will you need to save?
c. Determine your investment philosophy?
4. Estimate your sources retirement income and assets available at the time you retire. Also, determine how you plan to use your assets in retirement.

Explain why there is a difference between the present value of the Strayer lottery jackpot and the future value of the 26 annual payments based on your calculations and the information provided.

Returns and Bond rating

Answer these questions in a 1–2 page paper.

You have just won the Strayer Lottery jackpot of $11,000,000. You will be paid in 26 equal annual installments beginning immediately. If you had the money now, you could invest it in an account with a quoted annual interest rate of 9% with monthly compounding of interest.

Calculate the present value of the payments you will receive. Show your calculations using formulas in your paper or in an attached spreadsheet file.

Explain why there is a difference between the present value of the Strayer lottery jackpot and the future value of the 26 annual payments based on your calculations and the information provided.

Compare the information about risk and return indicated by different bond ratings. Support your answer with references to research.
Use various bond websites to locate one of each of the following bond ratings: AAA, BBB, CCC, and D. Research the differences between the bond ratings, the required interest rates, and the risk. List the websites used as sources for this research.
Identify the strengths and weaknesses of each rating.

Analyse a potential investment scenario, appraise the options available and recommend whether the company should go ahead with the project and why.

Financial Management

In this assignment, students are expected to analyse a potential investment scenario, appraise the options available and recommend whether the company should go ahead with the project and why. The assignment also encompasses an evaluation of how to finance the investment and evaluation of the role of an acquisition in achieving the objectives of a company.

This assignment is an individual report.

Do you think the punitive fines the courts are ordering Goldman Sachs to pay are sufficient to make up for the wrongdoing? Do you think Goldman Sachs ought to be held more directly accountable for its role in the 1MDB corruption scandal?

In July 2020, Goldman Sachs settled with the Malaysian government, agreeing to pay fines that will total USD 3.9 billion in order to absolve the bank of all other criminal charges. The settlement includes USD 2.5 billion in a payment directly to the Malaysian government and another USD 1.4 billion from assets seized by governments around the world . In mid-October, 1MDB pled guilty and agreed to pay USD 2.9 billion to the United States and announced that Goldman will recoup or withhold USD 174 million in compensation awarded to bank executives. After each settlement, stock in Goldman Sachs went up.

Then answer the questions below. In your initial response to the topic you have to answer all questions:

Do you think the punitive fines the courts are ordering Goldman Sachs to pay are sufficient to make up for the wrongdoing?
Do you think Goldman Sachs ought to be held more directly accountable for its role in the 1MDB corruption scandal?
This isn’t the first corruption scandal Goldman Sachs has been involved in. How do you think the bank should move forward in regaining public trust?
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.