For the purpose of this assignment you must research and write a report based on one financial institution. The financial institution that you select will come from Table 1 in Section 4 below. Unless with prior agreement with the Course Coordinator, you must only use the financial institutions listed in this assignment. Failure to comply may result in a zero grade. Please contact the Course Coordinator with any queries regarding your selection of financial institution .
You will have to research and analyse relevant information from internet sources and databases for key resources including the financial institutions annual reports (and/or 10-K forms for US Banks from the EDGAR web site run by the Securities & Exchange Commission go to: https://www.sec.gov/edgar/searchedgar/companysearch.html ). Also use other industry reports and investor information sourced from the financial institutions website, Refinitiv Workspace, Reuters, Bloomberg, NASDAQ and databases are available from the RMIT Library and financial regulators websites (e.g Central bank websites of the respective countries, G-20, FSB, and IMF).
You are expected to source your information and relevant statistics from reputable sources.
Your written report must include the following components (reports not in this format will be penalised):
Use of tables and figures is encouraged. When using tables and figures remember to label them and reference and discuss their content in the text. Detailed analysis can be contained in tables and appendices in preference to the main text. Remember diagrams are not included in your word count and may convey information more succinctly. An important tip: to avoid words being counted in your total, you can copy and paste tables and figures as embedded pictures.
Part 1 – Overview of the financial institution:
Conduct a background analysis of the financial institution in their latest annual report, addressing the following questions:
Part 2 – Financial institution comparative analysis
Research and analyse the impact of changes on your selected financial institution as a result of the Global Financial Crisis (GFC). You can begin your analysis by comparing the latest annual report analysed in Part 1 with their annual financial report in 2007 (pre-GFC), or 2008 (mid- GFC), or 2009 (post-GFC). Make sure you address the following issues:
Part 3 – Evaluation of future trends
Identify and evaluate four (4) major trends that will impact on the global and domestic operations of the financial institution and the global debt and equity markets in which they operate.