isys114 Tutorial week6
Case Study: Willowbrook School
Willowbrook School
Willowbrook School is a small private school that has retained you to assist in the
development of a new information system for the schools administrative needs.
Background
Willowbro
Willowbrook School
Case Assignment
Chapter 1&2
Chapter 1
1. Organization chart of Willowbrook Schools paid staff
After-care Program
Preschool
Full-time teacher
Vice Principal
Susan Brown
Principal
Kathy Gilliard
After-care Program
Primary Grades
Full-time
TERM-PROJECT FINC 4360 PORTFOLIO 2
GROUP PROJECT (20% OF THE TOTAL MARKS)
Goals
The term-project aims:
a) To provide students with the opportunity to understand and solve problems while building an
investment portfolio;
b) To develop public speaking skill
FINC 4360 PORTFOLIO MANAGEMENT TECHNIQUES
INDIVIDUAL PROJECT PORTFOLIO 1
Part 1/4
I. Company Choice/Background
Objective: To pick a company to analyze, collect background information and start thinking about
the narrative for the company.
Key Steps
1. Cho
Henkel
SWOT Analysis
Strengths
Broad geographic base
Broad product line
Effective internal communication system
Weaknesses
Opportunities
Expansion into emerging market
Growth of personal care market
Optimistic laundry and homecare market
view
Mens groomin
Driving Forces
Question: What factors are driving industry changes and what impact will they have upon this company?
Driving forces are internal and external factors that influence the decisions and policies an organization
makes to stay competitive. In a
Henkel
Question 21: Key features of this company's 'corporate social responsibility' and 'ethics platform.'
Henkel takes initiatives to achieve sustainability throughout its entire value chain. Its main
sustainability strategy is achiev[ing] more with les
14
Loan Amortization; Mortgages
Point of Interest (Section 14.1)
Just When You Thought You Had It All Figured Out
1. Jeff is missing the point that his average investment (including interest earned) in the GIC
will exceed $10,000, whereas the average pri
15
Bonds and Sinking Funds
Concept Questions (Section 15.2)
1. Four variables affecting a bonds price are:
the face value of the bond
the bonds coupon rate
the prevailing market rate of return on bonds
the time remaining until maturity of the bond
Onl
12
Annuities Due
Point of Interest (Section 12.1)
The Ten-Percent Solution (for Achieving Financial Security)
1. Answering this question requires a trial-and-error approach for various combinations of the
following alternatives:
PMT = $2400 and n = 30 or
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Annuities: Special Situations
Concept Questions (Section 13.1)
1. The perpetuity has the larger present value. The greater the number of payments in an
annuity, the larger the annuitys present value. Hence, PV(perpetuity) > PV(annuity).
Alternatively,
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Ordinary Annuities:
Periodic Payment, Number of
Payments, and Interest Rate
Point of Interest (Section 11.1)
Reality Check
1. The annual income at age 65 that will have the same purchasing power as
$50,000 at age 20 is
FV PV 1 i n = $50,000 1.03 45 = $
10
Ordinary Annuities:
Future Value and Present Value
Concept Questions (Section 10.1)
1. The two types of annuities are distinguished by comparing the payment interval to the
compounding interval. If the payment interval equals the compounding interval,
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Compound Interest: Future
Value and Present Value
Concept Questions (Section 8.1)
1. We compound interest when we convert it to principal and calculate subsequent interest
on both the principal and the converted interest.
2. The compounding period is th
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Compound Interest: Further
Topics and Applications
Concept Questions (Section 9.1)
1. If FV < PV, the quantity is decreasing in size as time passes. Therefore, the rate of growth
is negative. That is, the value for i is negative.
2. No. You will lose mo
3
Ratios and Proportions
Exercise 3.1
1. 12:64 = 3:16
(each term divided by 4)
2. 56:21 = 8:3
(each term divided by 7)
3. 45:15:30 = 9:3:6
= 3:1:2
(each term divided by 5)
(each term divided by 3)
4. 26:130:65 = 2:10:5 (each term divided by 13)
5. 0.08 :