Description

1. Introduction: Background of the firm, how did it get to its current form (any acquisitions and mergers or divestitures)
2. What does it do: a) divisions, b) products, d) sections within divisions, e) geographic locations (main, in the US and overseas).
f) How have these performed by Quarter (8 Qtrs) and year (5 years). What are the trends you see?
3. BS, P&L, Cashflow. where are they investing? show 3 years data
4. Part way thru’ this semester, your firm will issue its latest eamings report. Listen to the latest eaming’s call (details available on the bank’s website) and review a copy of the transcripts.
Pay particular interest to the the Q&A portion and include any comments that are relevant to your project
5: Review the material for information relating to the topics covered in the class and highlight this in your report. You will get additional points for this.
6. Concems and Issues: Here you should highlight all the operating problems that the Firm is currently facing and what it plans to do to resolve it.Review the firm’s risk management practices.
Capital and Risk ratios are very important for Financial services firms
7. Competition: Who are the closest competitors, how have these firms performed vs your firm. Pick at least 3 competitors and do a comparative analysis (revenues, profits, Ratios, employees,
assets, capital etc)
8. Management: what do you know of the management, have they been in place for long? do they have a good reputation?