STOCK INVESTMENT ANALYSIS
OVERVIEW
Review the investment information for the Fidelity® Large Cap Stock Fund.
INSTRUCTIONS
Write a 4–5 page paper in which you:
- Assess the year-to-date performance of the FLCSX fund, including the key drivers of the fund performance, and how the performance of the fund compares to the S&P 500.
- Evaluate the volatility risks in the fund, providing an assessment of the fund manager’s performance based on the risk measurements for the fund. Make a recommendation to the fund manager for improving the performance. Provide a rationale for your recommendation.
- Compare your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating. Provide support for your position.
- Assess the top 10 holdings in the fund, indicating the level of diversification in the fund. Identify a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance. Provide support for your rationale.
STRAYER FIN405 (ADVANCED FINANCIAL MANAGEMENT)
WEEK 8 ASSIGNMENT – CROWDFUNDING
WEEK 8 ASSIGNMENT – CROWDFUNDING
OVERVIEW
Entrepreneurs launched more than 800,000 startup companies in 2020. Instead of seeking traditional forms of funding from a few wealthy investors, many pursued crowdfunding, which enabled them to seek financing from a large pool of investors, often consisting of friends, family members, customers, and other interested parties.
In this assignment, you will have the opportunity to research crowdfunding and report your findings.
To successfully complete this assignment, you will need to use the Strayer Library to research crowdfunding. You may also consult business news websites, such as Bloomberg, CNBC, Marketplace, or the Wall Street Journal“>Wall Street Journal.
INSTRUCTIONS
Use Basic Search: Strayer University Online Library to research crowdfunding and write a 4–6 page report of your findings in which you:
- Accurately describe the four major types of crowdfunding.
- Explain the factors that lead to successful and unsuccessful crowdfunding campaigns, using practical examples.
- Outline the steps necessary to determine whether a business is suitable for crowdfunding.
- Recommend a crowdfunding platform with a track record of success.
- Be sure to justify your recommendation.
- Determine whether the emergence of crowdfunding poses a threat or opportunity for multinational enterprises (MNEs).
- Be sure to include your rationale.
- Speculate, based on your research, how crowdfunding will affect traditional capital fundraising.
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