BAFI3261 Global Financial Markets and Institutions - Assessment Task 3 – Individual Assignment

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1. Instructions

  1. This is an individual
  2. This assessment is designed to evaluate your achievement of Learning Objectives 1, 2, 3, 4 and 5 as detailed in Assessment Task 3: Individual Assignment information page on
  3. The maximum word limit for this assignment is 3,000 words with a 10% allowance (3,300 words). The word count includes: the Title Page, Executive Summary, body of the report and all The Bibliography, Table of Contents, figures and tables are excluded from the word count limit.
  4. The assignment will be marked out of a total of 100 marks and will count towards 40% of the total marks for this
  5. The assignment must be submitted via Canvas by the due date and Please note penalties may apply to late submissions. Multiple submissions are permitted up to the due date and time.

2.     Research

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.

3.     Style of your report

Your written report must include the following components (reports not in this format will be penalised):

  • A Title Page for the report;
  • An Executive Summary (typically 1/2 page at most);
  • A Table of Contents;
  • A very brief introduction that discusses the purpose of the report, the report structure (which should reflect the scope of work performed) and any limitations;
  • The body of the report including:
    • Part 1 – Overview of the financial institution,
    • Part 2 – Financial institution comparative analysis and
    • Part 3 – Evaluation of future trends;
  • A conclusion that summarises the analysis and findings;
  • Appendices for detailed and/or large tables and figures; and
  • A bibliography of

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.

4.     Tasks:

Part 1 – Overview of the financial institution:

Conduct a background analysis of the financial institution in their latest annual report, addressing the following questions:

  • What is your financial institution’s size in the industry? Choose industry-relevant metrics to show (eg. level of sales, number of staff, total assets, funds under management, regulatory capital, etc.);
  • What are the domestic and global business operations (eg. business segments, key banking and financial markets, profit, market share trend, etc.)?; and
  • What are the key risks the financial institution identifies in its annual report?

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:

  1. Risk – Including changes in risk as stated in their annual report and from your research;
  2. Regulation – Including changes in regulatory capital and other regulatory measures; and
  • Business operations – Including changes in business operations and significant mergers and acquisitions as a result of the GFC?

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.

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