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Note: In Week 1, you submitted Part 1 of the Company Profile for your Module 1 Assignment. You will complete and submit Part 2 this week. Next week, you will complete and submit Part 3 of the Company Profile, as well as your recommendations to the managers of the mutual fund.
As a reminder of the scenario, you have been hired by a mutual fund as a management consultant to evaluate a publicly held company that the fund is considering adding to its holdings. Specifically, you will appraise the company’s work environment/organizational culture, financial stability, domestic and international financial growth opportunities, ethical practices, diversity/composition of its board of directors, corporate social responsibility practices, and evidence-based decision-making practices. Based on your evaluation, you will develop an 8- to 10-page report (in total throughout Weeks 1–3) for the managers of the mutual fund that will include your recommendations as to whether this company aligns with the mutual fund’s investment philosophy, which emphasizes companies that are recognized for their practices related to ethics, social responsibility, and global expansion.
In your report, be sure to include relevant citations from the Learning Resources, the Walden Library, and/or other appropriate academic sources to support your work.
To prepare for this Assignment:
Submit your evaluation of value to shareholders, to include the following:
Company Profile, Part 2 (3–4 pages)
Refer to the Week 2 Assignment Rubric for specific grading elements and criteria. Your Instructor will use this grading rubric to assess your work.
To submit your completed Assignment for review and grading, do the following: