Milestone 1

There are twelve worksheets in the workbook you will complete as you finish the project. In the workbook, you will find:

A Menu with the case overview
A Project Instructions reference sheet.
A Grading Rubric to help explain what is expected.
In this module, you will submit Milestone 1, which includes Project Requirements 1 – 4.

Portfolio management

Please expand on of the statements/questions below:
Portfolio measurement answers three questions; 1) return on the assets, 2) Why the portfolio has returned in the way it has, and 3) how performance can be improved.
Now, Explain, in detail, how you would approach measuring portfolio performance. Extend your discussion beyond a simple list, by providing detailed measures you would use in the process and why.
Note: Do not use Wikipedia, Investopedia or similar sources, as these sites are not considered academic sources.
Cite your source(s)

ROI, Liquidity, Profitability

Choose a U.S. publicly traded company and carefully review the annual report and financial statements. DO NOT choose a financial institution. Provide a web link to the company financial information which you used. After you have reviewed the information, calculate, showing your work, three measures in each category of; ROI, Liquidity, Profitability, Activity, and Financial Leverage. Interpret your category findings and discuss the financial condition of your company.
Note: Do not use Wikipedia, Investopedia or similar sources, as these sites are not considered academic sources.
Cite your source(s)

Fichter and Leap

Review Fichter (2018) and discuss, in less than 300 words, how this may fit with the Leap (2018) narrative in their views of ethics. All of readings in this module can help with developing a deeper understanding of the role of ethics within the financial industry.

REQUIRED SOURCES:
Fichter, R. (2018). Do the right thing! Developing ethical behavior in financial insitutions. Journal of Businiess Ethics, 151(1), 69-84. https://doi.org/http://dx.doi.org/10.1007/s10551-016-3275-7 ProQuest One Academic

Leap, T. L. (2018). Introduction: The big picture. In Dishonest dollars: The dynamics of white-collar crime (pp. 1-22). Cornell University Press. ProQuest Ebook Central