Develop for Good is an intercollegiate 501(c)(3) nonprofit organization that pairs, trains and supports university student volunteers as they develop technical product solutions for nonprofits.

16 Potential Donor Profiles

Develop for Good is an intercollegiate 501(c)(3) nonprofit organization that pairs, trains and supports university student volunteers as they develop technical product solutions for nonprofits.

The company is having a shortage in funding and the task is to research and source leads on at least 16 potential donors for develop for Good and then create donor profiles/personas.

These profiles should include the following information for each donor:

Persona Name

Funder Name

Type of funder : Foundation, Corporate Foundation, Family Foundation, HNI, Other individual, Other
Other: If other, please specify
Website/Profile link
Overview of funder mission
List of focus areas of funding

Discuss why you would not invest in Sony. Make sure your explanation is from an analytical point of view based on the stock market trends, but you can also include research that assisted you in making this decision.

Analytical point of view based on the stock market trends, but you can also include research that assisted you in making this decision. Cite your source(s) of information. Also state and a good price point you would intend to close your trade if you are currently at a 4% return.

Discuss why you would not invest in Sony. Make sure your explanation is from an analytical point of view based on the stock market trends, but you can also include research that assisted you in making this decision.

Cite your source(s) of information. Given a scenario that you made an 8%loss on your sony investment, discuss how you could have minimized your loss . Be specific – that is give the details of what action you would have taken

Describe and explain the structure of the industry, and in particular the role and purpose of markets and the process of investing.

Industry and Business Awareness:
1) Describe and explain the structure of the industry, and in particular the role and purpose of markets and the process of investing. How this impacts work of an investment manager/ How does an IM react in different economic situations
2) Explain the role of the function in which they work, and how this role relates to other functions within their department and to the wider business
3) Describe the specific markets and supporting operational protocols as required by the employing organisation.

Additional info:
-Government- BOE-Interest rate setting, money market operations,
Monetary policy committee, Financial policy committee-How this affects the jobs of an investment Manager
-Primary Markets-Operational protocols of the market -How this affects the work of an investment Manager and wider business
-Secondary Market- Operational protocols of the market-How this affects the work of an investment manager and wider business
-How markets relate and function with each other

-What is the process of investing

Explain why or why not. If you do not think a patent is possible, discuss if there would be another way to protect his “Beverage-Based Management” idea.

You own a warehouse in an industrial district. This year you’ve installed the latest sprinkler and other fire remediation measures. You’re proud of the preventive steps you’ve taken, especially when you consider the neighboring warehouse where the owner has installed the bare minimum to comply with fire department regulations. You call your insurance agent and ask if you can take out fire insurance on the neighboring warehouse. Your insurance agent is sympathetic to having a neighbor who doesn’t seem to care as much as you about fire safety, but he tells you he can’t sell you such insurance, and he doesn’t think any ethical agent will. Why not? What principle of insurance law is involved?

Your friend provides research studies showing that caffeine can increase alertness and productivity, while alcohol can reduce inhibitions and increase communication between employees. You are skeptical of his idea but think some companies might buy his system . Your friend wants to get a patent on “Beverage-Based Management.” Based on your reading in this module, do you think his idea could be patented? Explain why or why not. If you do not think a patent is possible, discuss if there would be another way to protect his “Beverage-Based Management” idea.

Write a report on the company that the client is interested in investing in. You may assume that the client has an understanding of the risk involved in investing in shares.

Investment management

You are an investment manager, and your client would like to invest her/his money in a company that has listed shares on major stock exchanges.

Write a report on the company that the client is interested in investing in. You may assume that the client has an understanding of the risk involved in investing in shares.

You will be allocated a publicly listed company. You are expected to produce an investment report and recommendation on the shares of this company.

Discuss the various risks involved if you’re an investor undertaking the 5 years defined returns plan.

Coursework #1
SMM608 Individual Assignment:
Optionality in Defined Returns Plans?
We are in 2010. A large international investment house is launching an aggressive campaign to encourage “long-term” stock investments among private UK investors. Using information from the quotes and catalogue sections below , prepare a report answering the following questions. Marks for the various parts of the report are
indicated in parentheses.
1) Discuss the various risks involved if you’re an investor undertaking the 5 years defined returns plan.
2) Explain embedded optionality, if any, for each of the 4 years and 6 years plans respectively.
3) Determine the value of the option embedded in the 4 years defined returns plan, discuss input parameters and explain overall approach .
4) If no costs are incurred by existing customers at contract origination, under which conditions will it be appropriate to sell their 4 years defined returns plan before maturity assuming a 9.8% penalty is deducted from the original investment? Provide examples for your answers.
Maximum word length excluding tables and appendices containing spreadsheet results and calculations is 2000 words. The submission deadline is 1st of April 2022 at 23:50. Although you can work in groups, the assignment will be marked on an individual basis .
To be submitted electronically on the Keats 608 platform . You are not required to submit your excel files. This coursework carries 25% of the assessed marks for this module.

Develop a correlation matrix for the data in Table 1. Comment on the values in your matrix and whether there are any concerns in using these variables in Venus’ multiple regression model.

Managerial Decision Making
Mr. Aristotle is a Vice President at Bayou City Real Estate Investment Trust and he has presented a proposal to the board to consider an investment of $200 million in the Houston market.
2019 $1,176 8.59% 39.92% 102,593.00 $305,959 $245,000 56.99 3.8
2018 $1,150 9.49% 39.70% 98,323.00 $298,982 $237,500 64.94 4.4
2017 $1,091 9.73% 39.26% 94,818.00 $291,340 $229,900 50.80 5.0
2016 $1,084 7.28% 40.83% 91,530.00 $283,133 $221,000 43.29 5.3
2015 $1,069 6.46% 41.33% 88,764.00 $280,290 $212,000 48.66 4.6
2014 $1,020 7.13% 40.94% 91,439.00 $270,182 $199,000 93.17 5.0
2013 $964 8.39% 39.87% 88,080.00 $248,591 $180,000 97.98 6.1
2012 $956 10.17% 38.65% 74,116.00 $225,330 $164,500 94.05 6.6
2011 $941 11.64% 38.44% 63,606.00 $213,723 $155,000 94.88 8.1
2010 $961 13.76% 37.16% 61,005.00 $211,765 $153,990 79.48 8.3
2009 $984 12.27% 37.74% 63,803.00 $203,626 $153,000 61.95 7.5
2008 $971 12.55% 36.63% 69,336.00 $208,266 $152,000 99.67 4.8
2007 $924 13.57% 36.12% 83,736.00 $206,393 $152,000 72.34 4.3
2006 $913 10.91% 36.52% 87,574.00 $198,410 $149,079 66.05 5.1
Questions:
1. Review the regression output in Table 2 and provide your critique of the results. What are your concerns about Venus’ model?
2. Use the data in Table 1 to recreate the regression results in Table 2.
3. Develop a correlation matrix for the data in Table 1. Comment on the values in your matrix and whether there are any concerns in using these variables in Venus’ multiple regression model.
4. Based on your correlation results, what one (1) variable regression model would give you the best model from among the seven (7) parameters chosen by Venus? Build a 1-variable regression model with this variable, write out your equation, and comment on the results.
5. Perform a step-wise regression to reduce the number of independent variables and produce a final regression model. Write out the forecast equation for your final model.
6. Now that you have a final model, present a pitch as to why your model is better than Venus’ model and whether Bayou City should use your model to invest in the Houston market.

Which portfolio offers the highest compensation for risk?Which fund(s) outperform the benchmark ?

Solve the following parts by submitting an Excel file with calculations.
Assume you want to invest in a market with two risky assets and the risk-free rate. The numbers are
in the below table:
Risky Risky Risk-free
Asset 1 Asset 2 Asset
( ) 12.50% 7.50% 1.25%
25.50% 15.50%
12
0.65
It is possible to choose from eight different portfolios of risky assets, with weights:
Weight Weight
Portfolio 1 -20% 120%
Portfolio 2 0% 100%
Portfolio 3 20% 80%
Portfolio 4 40% 60%
Portfolio 5 60% 40%
Portfolio 6 80% 20%
Portfolio 7 100% 0%
Portfolio 8 120% -20%
Show how it is possible to select the best risky portfolio, given the information you have.
Solve this part by doing the calculations on the Excel file and write the answer in Section 2 your comments. If you want, you can help yourself with graphs to clarify your answers.
Consider now a market where three funds can be traded, and you want to understand which is the best investment for you, based on all the performance measurement tools learned in class. The
numbers are:
( ) Beta Tracking Error
Fund 1 10.50% 16.50% 0.10 18.00%
Fund 2 16.50% 23.50% 1.10 21.00%
Fund 3 35.50% 32.00% 0.50 22.50%
Index 15.00% 18.50%
Risk-free 1.25%
Write the solution in Section 2 of the excel and answer the following questions as well:
▪ Which fund(s) outperform the benchmark ?
▪ Which portfolio offers the highest compensation for risk?
▪ Which fund has the most consistent performance over

Which portfolio offers the highest compensation for risk?Which fund(s) outperform the benchmark ?

Solve the following parts by submitting an Excel file with calculations.
Part 1 (Excel):
Assume you want to invest in a market with two risky assets and the risk-free rate. The numbers are
in the below table:
Risky Risky Risk-free
Asset 1 Asset 2 Asset
( ) 12.50% 7.50% 1.25%
25.50% 15.50%
12
0.65
It is possible to choose from eight different portfolios of risky assets, with weights:
Weight Weight
Portfolio 1 -20% 120%
Portfolio 2 0% 100%
Portfolio 3 20% 80%
Portfolio 4 40% 60%
Portfolio 5 60% 40%
Portfolio 6 80% 20%
Portfolio 7 100% 0%
Portfolio 8 120% -20%
Show how it is possible to select the best risky portfolio, given the information you have.
Solve this part by doing the calculations on the Excel file and write the answer in Section 2 your
comments. If you want, you can help yourself with graphs to clarify your answers.
Part 2 (Excel):
Consider now a market where three funds can be traded, and you want to understand which is the best investment for you, based on all the performance measurement tools learned in class. The numbers are:
( ) Beta Tracking Error
Fund 1 10.50% 16.50% 0.10 18.00%
Fund 2 16.50% 23.50% 1.10 21.00%
Fund 3 35.50% 32.00% 0.50 22.50%
Index 15.00% 18.50%
Risk-free 1.25%
Write the solution in Section 2 of the excel and answer the following questions as well:
▪ Which fund(s) outperform the benchmark ?
▪ Which portfolio offers the highest compensation for risk?
▪ Which fund has the most consistent performance over time?