performance and risk analysis of an actual
financial institution
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Guidelines:
The assignment warrants an in-depth performance and risk analysis of an actual
financial institution. The selected financial institution can be an U.S. or Canadian
firm, or a global entity with substantial presence in North American financial
markets. The chosen financial institution can belong to any one of the five categories
discussed in class: depository institutions (chartered banks and credit unions), nonbank finance companies (loan agencies), securities and brokerage firms and
investment banks, investment funds (mutual funds, hedge funds, pension funds, and
other funds) and insurance companies (life insurance and property and casualty
insurance). The financial institution needs to be currently existing and have at least
twenty years of history.
Emphasis lies on creative and original thinking, skillful analysis, and professional
execution. A regurgitation or compilation of published materials or online articles is
not permitted; lack of originality will be penalized. In preparing your report, take
the viewpoint of: (1) as a financial manager or a risk analyst in the financial
institution, or (2) as a consultant to the financial institution.
The final report should include:
(2.5 marks) Motivation for choice of the financial institution; brief history;
types of products and services offered; organizational structure; where it
operates
(2.5 marks) Competition (who are the main competitors); market presence
(relative market size, market share, etc); SWOT analysis
(2.5 marks) Detailed financial (stock price) analysis including breakdown of
performance relative to 2007- 2009 financial crisis; this should be compared
to competitors named in the report
(5 marks) Detailed financial ratio/performance analysis (don’t forget capital
and other financial/leverage/solvency ratios unique to FI’s)
(5 marks) Risk identification, assessment and evaluation of risk
management;
(2.5 marks) Forecast for near-term future performance (qualitative and
quantitative).
The assignment will be evaluated based on three criteria: (i) the quality and
contents of descriptive coverage of corporate background, structure and history of
the chosen institution; (ii) the execution, and breadth and depth of quantitative
performance and risk analysis; and (iii) creativity, and the quality of writing,
elucidation and overall presentationThe post performance and risk analysis of an actual
financial institution first appeared on homework crew.
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