Category: Finance

Watch the LTCM video and write a 4-5 page (double-spaced) paper summarizing the

Watch the LTCM video and write a 4-5 page (double-spaced) paper summarizing the series of events in the video.
Please detail the core trade of LTCM including the logic and all steps required from the outset to conclusion of the trade. Describe this as LTCM may have done to a prospective investor.
What were companies in Thailand doing that was unusual in the late 1990’s? Please detail the specific steps companies were taking, why they were doing it, and what they expected to do at the conclusion of the strategy.
What happened to hurt the Thai companies? Detail why their strategy went bad and the effect on the companies who tried it. What other countries got into a similar situation as Thailand? Which of those country’s currencies was hardest hit?
What was the role of hedge funds in helping to precipitate the crisis? What positions did the hedge funds take and what was their logic in taking those positions?
The Russian ruble was at a level of about 5 R/$ in in the mid-1990’s. Why did it go to about $25 R/$ in the late 1990’s? Where is the Russian ruble today, and is it stronger or weaker than during the Russian ruble crisis of 1998?
What was the ultimate impact of the global events of 1997-1998 on LTCM’s core trade? Explain in detail what went right or wrong and why.

sing the company that you chose in this week’s Discussion, develop a company tre

sing the company that you chose in this week’s Discussion, develop a company trend and common-size analysis using the Mergent DatabaseLinks to an external site. and Excel.
Download the company’s financial statements.
Download the Mergent Online Database Instructions.docx.Open this document with ReadSpeaker docReader Download Mergent Online Database Instructions.docx.Open this document with ReadSpeaker docReader
Follow the step-by-step instructions in the Mergent Online Database Instructions document to select your company and download their financial statements from the Mergent Online database.
Review Horizontal and Vertical Analysis for Balance Sheet and Income Statement.
Download and complete the steps on the Module 1 Assignment 1 – Company Financial Analysis – Part 1 – Balance Sheet (Horizontal Analysis) Download Module 1 Assignment 1 – Company Financial Analysis – Part 1 – Balance Sheet (Horizontal Analysis)Open this document with ReadSpeaker docReader document. Use your company’s two most recent sets of years (three years total), as the example is dated.
Remember that Horizontal analysis is used to evaluate trends in the financial condition of an organization.
Download and complete the steps on the Module 1 Assignment 1 – Company Financial Analysis – Part 1 – Income Statement (Vertical Analysis) Download Module 1 Assignment 1 – Company Financial Analysis – Part 1 – Income Statement (Vertical Analysis)Open this document with ReadSpeaker docReader document. Use your company’s two most recent years, as the example is dated.
Remember that Vertical analysis is used to detect items that are out of line, that deviate from a predetermined amount, or that are indicative of other problems.
Perform the Horizontal and Vertical Analysis of the Balance Sheet and Income Statement and Prepare a Written Analysis, answering all assigned questions in the respective downloaded financial statement, not an alternative document.
For the Statement of Cash Flows, you will analyze the information presented in the Statement.
Obtain the Statement of Cash Flows that you saved from Mergent.
The Statement of Cash Flows is broken out into three areas: Operating Activities, Investing Activities, and Financing Activities.
How did your company’s use of cash differ in operating activities from year-to-year?
What are the sources and uses of cash in both investing and financing activities?
Do not submit alternative documents, only the downloaded financial statements. Answer the assigned questions in the respective downloaded financial statement. Three attachments in one submission is required. If you have any questions, please ask your professor.

Using the company that you chose in this week’s Discussion, develop a ratio anal

Using the company that you chose in this week’s Discussion, develop a ratio analysis using the Mergent Database and Excel.
Create an Excel worksheet that lists all downloaded (+/- 20) financial ratios, the calculations, and the purpose of each ratio. (This is general, and not specific to your company’s performance.)
Include the following headings in your worksheet.
ave your worksheet.
If you have not already done so, follow the instructions in the Ratios section on page 4 of the Mergent Online Database Instructions.docx Open this document with ReadSpeaker docReader Download Mergent Online Database Instructions.docxOpen this document with ReadSpeaker docReaderto download the Ratios worksheet for your company.
For the ratio analysis, use the worksheet you created and the Ratios worksheet that you saved from Mergent.
How did your company perform over time in regard to the following ratios? (This is separate from above, and specific to your company’s performance.)
Current Ratio
Inventory Turnover – if your company does not have inventory, use Receivables Turnover or Accounts Payable Turnover
Total Debt to Equity
Return on Equity (ROE)
Book Value Per Share
Document your analysis on the Mergent Ratio Worksheet

Instructions
Case Study on Risk Management Tools (4–7 pages)
Evaluate the risk m

Instructions
Case Study on Risk Management Tools (4–7 pages)
Evaluate the risk management techniques used by your employer, including employee benefit and physical location risk management. If you are not employed, please contact the instructor to determine an appropriate alternative.
The overarching objective of the paper was to apply the concepts you learned in this course, to your organization.
Introduction: information about your company, business type, organizational structure, regulations affecting the company, location, technology used, facilities, etc.
Risk Exposures such as operational risk, physical location risk, enterprise risk management, reputation risk, supply chain risk, environmental, contract, labor violation risk, financial risks, compliance risks, etc.
Risk Management Assessment Procedures used by your employer: such as policies, your observations, discoveries, assessments can be described in terms used from the text in order to connect your real-world circumstances with academic research. Your risk assessment such as pure risks, opportunity or speculative risks.
In the evaluation of risk management techniques used by your employer, your observations/discoveries, assessments should have described terms used from the text in order to connect your real world circumstances with academic research.

As part of our commitment to integrating ESG and sustainable financing into the

As part of our commitment to integrating ESG and sustainable financing into the core strategy of the bank, we are seeking your expertise in developing a Sustainable Finance Strategic Tool in Excel that will serve as a sophisticated monitoring and reporting mechanism. This tool will be crucial in tracking and ensuring the achievement of our long-term Sustainable Finance KPIs, with a 2030 target, along with intermediate and annual milestones.
Objectives of the Tool
The primary goal of this tool is to:
• Monitor the bank’s sustainable finance contributions across multiple business units.
• Track progress against long-term (2030), intermediate, and annual KPI targets.
• Aggregate all sources of sustainable finance transactions to provide a comprehensive progress overview.
• Classify and visualize the distribution of sustainable finance activities (e.g., Green, Social, and Sustainability-linked assets).
• Support decision-making by ESG and Strategy Office teams through interactive charts and dashboards.
Key Components & Functionality
1. Data Input & Integration
The tool should allow for data entry and integration from multiple sources, including but not limited to:
• Corporate Lending (Sustainability-linked loans, Green Loans, Social Loans)
• Retail Lending (Green mortgages, Electric Vehicle financing, Sustainability-linked credit products)
• Treasury & Capital Markets (Green Bonds, Social Bonds, Sustainability Bonds, Sukuk, ESG-related investments)
• Project Finance (Mobilized funding for renewable energy, green infrastructure, social impact projects)
• Other Sustainable Financial Instruments (Sustainability-linked derivatives, carbon credits, etc.)
Each financial source should be classified as per international sustainable finance taxonomies (e.g., EU Taxonomy, ICMA Green & Social Bond Principles, local regulatory requirements).
2. KPI Tracking & Target Monitoring
• The tool should allow input of long-term (2030), intermediate (e.g., 2025), and annual KPI targets.
• Dynamic tracking of progress against these targets with real-time updates when new sustainable finance transactions are logged.
• Ability to set thresholds and alerts when targets are at risk of being unmet.
3. Asset Classification & Breakdown
• Breakdown of financial activities into Green, Social, and Sustainability-linked categories.
• Categorization based on sector, impact area, financial product type, and SDG alignment.
• Automatic classification per international frameworks (e.g., Green Loan Principles, Sustainability-linked Loan Principles).
4. Interactive Dashboards & Visualization
• Summary Dashboard displaying progress toward 2030, intermediate, and annual targets.
• Charts & Graphs for different financial instruments and their contributions.
• Breakdown of sustainable finance transactions per business unit.
• Progress toward the target KPI (%) for each sustainable finance category.
• Comparative analysis of annual achievements vs. projections.
• Heatmaps to identify gaps and areas requiring additional efforts.
• Scenario Analysis & Forecasting:
• Tool should allow forecasting based on historical data and estimated future mobilization.
• Ability to run sensitivity analysis on different financing scenarios (e.g., impact of issuing a new Green Bond).
5. Automated Reporting & Export Functionality
• Automated quarterly and annual reports based on updated data.
• Excel to PowerPoint export capability for presentations to senior management.
• Ability to generate custom reports per department or business unit.
6. User Access & Permissions
• Multi-user access with controlled permissions (ESG Team, Strategy Office, Finance, Risk, etc.).
• Version control & audit trail to track data changes.
Additional Features for Future Scalability
• Integration with internal systems (e.g., risk management, finance, and reporting platforms).
• API readiness for future linkage with ESG data management tools.
• AI-driven insights to suggest areas of improvement in sustainable finance strategy.
** FEEL FREE TO REFER TO SCOPE 3 EMISSIONS CALCULATOR FOR REFERENCE AS WELL AS KT MAY HELP IN UNDERSTANDING THE COMPREHENSIVE TOOL

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Important

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Important Info

The order was placed through a short procedure (customer skipped some order details).
Please clarify some paper details before starting to work on the order.

Type of paper and subject
Number of sources and formatting style
Type of service (writing, rewriting, etc)

Creation of Professional Data Visualizations for Portfolio Assignment (all data

Creation of Professional Data Visualizations for Portfolio Assignment (all data provided just integration needed)
Overview
to design professional, polished visuals based on fictional company data. These visuals will be integrated into a portfolio to demonstrate expertise in financial analysis and operations management across multiple industries, including logistics, real estate, and healthcare.
Project Scope
responsible for:
1. Analyzing and Structuring Data:
• Organize provided data for accuracy and consistency.
• Prepare data for use in dashboards and visualizations.
2. Creating Visuals for the Following Companies:
• BlueSky Logistics, Inc.:
• Fleet Utilization Dashboard (Line Chart).
• Revenue Breakdown by Service Line (Pie Chart or Bar Chart).
• Variance Analysis (Stacked Bar or Waterfall Chart).
• Summit Realty Group, LLC:
• Monthly Revenue by Service Line (Stacked Bar Chart).
• Occupancy Rate Trends (Line Chart).
• Lease Expiration Timeline (Gantt Chart).
• HealthBridge Medical Group:
• Billing Efficiency Dashboard (KPI Cards, Bar Chart).
• Patient Wait Times (Line Chart).
• Insurance Claim Denial Analysis (Stacked Bar Chart).
3. File Formats and Delivery:
• Export visuals in PNG, PDF, and interactive formats (e.g., Power BI or Tableau links).
• Ensure visuals are compatible with integration into a Wix portfolio.
4. Polishing and Consistency:
• Apply a cohesive color palette and consistent branding across all visuals.
• Add annotations and captions summarizing insights from each chart.
Required Deliverables
1. 10–12 Visuals, including:
• Dashboards, line charts, bar charts, pie charts, Gantt charts, and KPI cards.
2. Annotations explaining insights for each visual.
3. Source Files:
• Excel, Power BI, Tableau, or Canva files.
4. Exported Files:
• High-resolution PNG/PDF images and shareable dashboard links.
Software tip:
1. Proficiency in Excel (advanced), Power BI, Tableau, Canva, and Lucidchart.
2. Experience designing professional visuals for finance and operations use cases.
Important Info

The order was placed through a short procedure (customer skipped some order details).
Please clarify some paper details before starting to work on the order.

Type of paper and subject
Number of sources and formatting style
Type of service (writing, rewriting, etc)

Analyze the November 2024 capital raise conducted by All Iron SOCIMI, including

Analyze the November 2024 capital raise conducted by All Iron SOCIMI, including its motivations,
execution, and implications for the company and its shareholders

Business Selection: Select a company from the Final Project Business Options Lis

Business Selection: Select a company from the Final Project Business Options List and describe the business you chose, including the business name and what the business offers consumers.
Financial Statements: Using Mergent Online, look up the balance sheet, the income statement, and the cash flow statement for the latest fiscal quarter for the business you chose. Use these statements to accurately report the following values:
Total assets
Total liabilities
Current assets
Current liabilities
Net income
Shares outstanding
Earnings per share (EPS)
Total revenue
Shareholders’ equity
Financial Statement Role: Explain why financial statements are important to a business and how they help a business determine its financial health.
Cash Flow Management: Use a financial news story from the past two months as an example to explain why cash flow management is important to a business and its financial health.
https://www.mergentonline.com/companydetail.php?compnumber=129614&pagetype=synopsis

Look at Uber’s financial statements for the last 3 years (2022,2023 & 2024). Ans

Look at Uber’s financial statements for the last 3 years (2022,2023 & 2024). Answer the questions 1-10 with 2 paragraph each questions, comparing the last 3 years.