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Assignment Task:

Case study 

You have been approached by a fund manager representing a group of ethical investors. The fund manager is looking to diversify the investment portfolio for the clients, and narrows down the options to firms on the Australian Stock Exchange (ASX). 

The fund manager asks you for an advice. Using your data analytics skill, and accounting for the values the investors hold, identify five firms on ASX for the investors. 

Tasks 

Part 1: Firms selection and request for data 

a. Identify and select five firms on the Australian Stock Exchange (ASX). You can choose firms from the different or the same industry. b. Download the following data for the selected firms from 2010 to 2019 using Thomson Reuters Eikon DataStream. 

Financial Data 

i. Net profit margin

i. Return on Assets

ii. Quick ratio

iii. Current ratio

iv. Long-term debt to equity ratio 

v. Interest coverage ratio

vi. Total assets 

Non-financial Data 

i. ESG score 

Part 2: Data preparation and cleaning 

a. Check the data and make notes on any missing values. Include your decision on dealing with missing data.

b. Identify and report any extreme values (outliers).

c. Run basic statistical analysis (summary statistics in Excel). 

Part 3: Financial analysis With the aid of appropriate graphs and charts, perform a financial analysis of each firm (NB. using relevant ratios downloaded from Eikon). Your analysis summarises the followings: 

a. profitability

b. liquidity

c. solvency

d. Financial distress. 

Part 4: Regression analysis 

a. Using any of the profitability ratios as the dependent variable (outcome), run a multiple regression in Excel with ESG score, firm size (natural log of total assets) and leverage (long-term debt to equity ratio) as independent variables (predictors).

b. Write the regression equation using the output from your regression analysis.

c. Provide an interpretation of the regression output.

d. Provide correlation analysis as part of your regression analysis. 

Part 5: Creating an interactive dashboard in excel For purpose of presenting your analysis to the fund manager and the investors who are intelligent but non-accounting or -finance specialists, develop an interactive dashboard in Excel that highlights indicators you consider relevant for their investment decisions. 

Part 6: Documenting your findings Write a report to document the outcomes of your analysis. The report should include the following. 

a. An indication of any missing data and outliers together with how they were treated

b. Financial analysis of the firms. 

c. An interpretation of your regression analysis.

d. Based on your regression analysis, explain your recommendation to the fund manager and the group of investors the managers represent.

e. Your report must comprise of four main sections. 

i. Executive summary.

ii. Introduction.

iii. Discussion.

iv. Conclusion and recommendation. 

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  • Posted on : September 03rd, 2018
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