Create a detailed report based on Scenarios in Chapter 10 of the textbook:
Create a 10-minute presentation, offering the details of your report using audio, video and visuals that illustrate your points
Scenarios
A community foundation has hired you to help them make decisions about where to invest their endowment. The foundation offers grants and no-interest loans to locally based nonprofit groups who serve the community. It currently has $1 million in an
endowment fund.
o Choose three publicly traded companies and research them.
Consider the background of the company
Consider the mission and vision
How has the stock faired? What are the trends?
What are analysts saying about the stock?
Create a picture of the company’s revenue streams and profits.
What plans do they have for the future? New products, services, moves, expansions, etc.
Who is running the company? What is their reputation?
Who is on the board?
How are the board, CEO and other management team members doing in facing challenges, treating employees, etc.
What ethical issues have they faced? How?
What news about the company might be of interest to the foundation as they make a decision about where to invest their money?
o Based on your research, decide whether each company would be good a good place to invest the foundation’s money.
Explain why or why not.
Publicly traded companies
Title: Investment Analysis for the Community Foundation: Evaluating Potential Companies for Endowment Investment
Introduction:
- Begin the presentation with an engaging introduction to capture the audience’s attention.
- Introduce the scenario of a community foundation seeking guidance on investing their endowment fund.
- Provide a brief overview of the presentation agenda, which includes researching three publicly traded companies and evaluating their suitability for investment.
- Select three publicly traded companies and provide a background on each.
- Discuss the mission and vision of each company, highlighting their commitment to social responsibility or community impact.
- Analyze the historical performance of each company’s stock and present trends in their stock prices.
- Present insights from analysts’ reports regarding the future prospects of each company.
- Create a visual representation of the revenue streams and profits of each company to provide a holistic understanding.
- Explore the plans of each company for the future, including new products, services, expansions, or moves.
- Evaluate the reputation of the company’s leadership, including the CEO and management team.
- Discuss the composition of the company’s board and highlight any notable members.
- Identify any ethical issues or controversies that the companies have faced in the past.
- Examine how each company has addressed these ethical issues and the impact on their reputation.
- Evaluate how the company’s board, CEO, and management team have handled challenges and treated employees.
- Discuss any corporate social responsibility initiatives undertaken by the companies and their alignment with the community foundation’s values.
- Highlight any news or developments about the companies that could be relevant to the foundation’s investment decision.
- Based on the research conducted, present a recommendation for each company as a potential investment for the community foundation’s endowment.
- Justify each recommendation by explaining the alignment between the company’s mission, financial performance, and ethical behavior with the foundation’s goals.
- Discuss the potential risks and opportunities associated with each company’s investment.
- Consider the long-term sustainability and growth prospects of the companies.
- Present any additional factors that the foundation should consider when making their investment decision, such as market conditions or industry trends.
- Summarize the key findings and recommendations for each company.
- Emphasize the importance of aligning the foundation’s investment with their mission and values.
- Encourage the audience to further evaluate the companies and consider the potential impact of their investment decisions.
- Conclude with a memorable closing statement.
- Utilize charts, graphs, and infographics to illustrate stock performance, revenue streams, and profitability.
- Include images of the company’s leadership, board members, and relevant products or services.
- Incorporate visually appealing slide designs to enhance the overall presentation.
- Use a confident and engaging tone