Premium Essay

Investor Satisfaction Case - a Business Report

In: Business and Management

Submitted By mbouchey
Words 2163
Pages 9
Investor Satisfaction Case:
A Business Report


Michael Bouchey
Applied Managerial Statistics JAN11 Sec K
Professor: Randall Hill

TO: John Doe
DATE: 16 FEB, 2011

As requested, here are my findings on the investor satisfaction report as collated by our analysis department. Our investment brokerage firm is advised to follow up on the results to improve brokerage performance based on type of investment product purchased.

100 clients were randomly selected and asked a series of questions, the criteria being they must have purchased shares in any one of the funds. Investment counselors personally ask the client to rate their level of satisfaction with the product as high medium or low.

30% of our investors have invested in bond fund, 30% in the stock fund and 40% have invested in the tax-deferred annuity. We can deduce from the total population data that 40 percent of all clients displayed high satisfaction, 40 percent displayed medium satisfaction and 20 percent displayed low satisfaction (Table 2.17).
Stock fund clients report high satisfaction generally across our tabulation results, bond fund investors seem to have high to medium satisfaction while out tax-deferred clients seem to be relatively less satisfied.


While analyzing row percentages and column percentages we can deduce that 50 percent of bond fund investors reported high satisfaction with our company's performance while 40 percent of these same investors reported medium satisfaction, and only 10 percent reported low satisfaction (Table 2.18). A collective look at the entire range of row percentages brings us to the conclusion that stock fund investors are highly satisfied, that bond fund investors are quite satisfied (but somewhat less than stock fund investors) and that tax-deferred annuity purchasers are less…...

Similar Documents

Premium Essay

Major Determinants and Hindrances of Fdi Inflow in Bangladesh: Perceptions and Experiences of Foreign Investors and Policy Makers

... Major Determinants and Hindrances of FDI inflow in Bangladesh: Perceptions and Experiences of Foreign Investors and Policy Makers An assignment on Major Determinants and Hindrances of FDI inflow in Bangladesh: Perceptions and Experiences of Foreign Investors and Policy Makers Submitted To: S. M. Zahidur Rahman Associate Professor Submitted By: Tasnuba Nowrin ID-090316 Fatema Khatun ID- 090349 KHULNA UNIVERSITY Business Administration Discipline BBA Program 4th Year, 1st Term Course Title: Financial Management and Institution Course No: FIN-4203 September 10, 2012 Summary on previous article Foreign Direct Investment (FDI) is considered as a crucial component for economic development of a developing country. Countries that are lagging behind to attract FDI are now formulating and implementing new policies for attracting more investment. The determinants which play as a driving force for attracting FDI are geographical location, cheap labour cost, and government attitude towards liberalization of the existing laws of the host country, skilled manpower, incentives for investors, and exemption of taxes etc. According to Bangladesh Board of Investment Handbook (2007) Bangladesh offers an attractive investment climate compared to other South Asian Economies. But among the emerging economies India and China are the desired choice for investment (Baskaran and Muchie, 2008). FDI is considered as an important tool for economic development in a developing country....

Words: 13565 - Pages: 55

Free Essay

Strategic Capital

...objective of this report is to evaluate investment opportunities for Strategic Capital Management, LLC regarding stocks of Creative Computer and/or its subsidiary firm Ubid. The analysis deduces arbitrage to be the best investment strategy. Strategic Capital Management (SCM), LLC: SCM is a recent entrepreneur venture founded by Elena King and two of her fellow classmates. The company has currently generated 20 million dollars and aims for annual returns of 10 percent. Its investors are charged a management fee of 2% of assets under management and an incentive fee equal to 20% of profits. Moreover company policy requires investors to keep their money invested for a minimum of two years. Recent meetings with prominent analysts, Henry Blodgett of Merrill Lynch and Mary Meeker of Morgan Stanley have indicated the Internet Sector to hold promising investment opportunities, therefore Creative Computers and its subsidiary Ubid present potential prospects for investment. Analysis: Internet Sector: Dot-com Bubble The dot-com bubble has enabled the Internet sector and its related fields to yield earnings at an above-average rate relative to the market. Hence the expected return on these growth stocks is great (see figure below). However these investments involve an inherent risk that must not be ignored. Because this sector is categorized by strong competition the need for innovative and skillful business strategies is a must. ** (Note: since our case is set in......

Words: 478 - Pages: 2

Premium Essay


...ADVANTAGES TO BUSINESS Advantages of audit for the business are: 1.   Satisfaction of Owner It is because of audit that the owner will be satisfied about the business operations and working of its various departments. 2. Detection and Prevention of Errors The errors whether committed innocently or deliberately are discovered by the process of audit and its presence prevents their occurrence in the future. No one will try to commit an error or fraud as the accounts are subject to audit and hence they will have a fear of being detected. 3.     Verification of Books Another advantage of audit is the verification. of the books of accounts, which helps in maintaining the records up to date at all times. 4.     Independent Opinion        Auditing is very useful in obtaining the independent opinion of the auditor about business condition. If the accounts are audited by an independent auditor, the report of the auditor will be true and fair in all respects and it will be of extreme importance for the management of the company. 5.     Detection and Prevention of Frauds Just like errors, frauds are discovered by audit and its presence minimizes future possibility if not eliminated totally. 6.     Moral Check The process of audit will establish a check on the minds of the staff working in the business and they will not be able to commit any irregularity, as they will have a fear and will also be aware that the accounts will be examined in the......

Words: 876 - Pages: 4

Free Essay


...environment and promotes increased business mobility. This report focuses on two sections which include immigration policy and transfer of funds and earning from Thailand back to Australian. Immigration policy under Free Trade Agreement The immigration policy under TAFTA provides the temporary entry of natural person who needs to perform engagement on business purpose. Natural person must be a person who is a national or a permanent resident of Australia. This natural person should be employed or signed service contract with company that registered in Australia or Thailand. Furthermore, this person should also meet the criteria on immigration formality in order to have a right to receive temporary entry visa. The eligibility and duration of each stay depend on different business purpose. 1. Business visitors - Thailand does not require a work permit for Australian citizens who are business visitors conducting business meetings in Thailand for up to 15 days, and up to 90 days for APEC Travel Card Holders. This condition is available for service seller, investor and natural persons who are employed by an investor. Service sellers or sales representative of the service firm are people who want to visit Thailand for negotiation about business without make direct sale to the general public or supply service directly. Those Australian investors seek investment opportunity in the territory of Thailand. It also can be natural persons who employed by an investor who seek to......

Words: 1084 - Pages: 5

Free Essay

Amazon - Case Report

... Case Report - Amazon CONTENT 1. Amazon in Brief 2. Amazon’s Five Forces 2.1 Threat of New Entrants 2.2 Bargaining Power of Buyers 2.3 Rivalry Among Existing Competitors 2.4 Bargaining Power of Suppliers 2.5 Threat of Substitute Products or Services 3. Amazon’s Value Chain 4. Conclusion 5. References Case Report - Amazon 1. AMAZON IN BRIEF, an American company, started the journey 1994 in a small garage based in Seattle, Washington. Today, twenty years later Amazon has become the world's largest web retailer with a predicted revenue around $100 billion in 2014. The founder Jeffrey Bezos, a former Wall Street broker, started by selling books online from the garage in Seattle through the website; With a mission to provide everything for everyone. The company is one of the most customer-centric company in the world and every decision taken by Amazon, started with the key question; What is the value for the customer? - to provide the costumer with the best possible experience of Amazon. Jeffrey Bezos did not care about profit or return to the shareholders; the main focus has always been to provide the costumers with the most enjoyable experience. By offering a wide range of products and services to the lowest possible price and a fast and convenient delivery. Over the years, the selection of products and services have expanded enormously from......

Words: 1690 - Pages: 7

Premium Essay

Financial Statement Analysis know the reasons why certain changes have occurred (Maclaney and Atrill, 2002). Nevertheless, there are some limitations in the used of financial ratios, for instance, the information is out of date so it does not reflect the real situation of the company, hence it can lead to wrong decisions, also, the analysis made from the financial statements gives symptoms of such situations but not the causes of it (Berry and Jarvis, 1997). The purpose of this report is to analyze Sainsbury's financial performance using the analysis of ratios as a financial tool. This information will be taken from the annual reports of 2003 and 2004. In addition, it will include external and relevant information of the company which adds value to the analysis and thus to the financial performance in the already mentioned period of time. This will also help to compare Sainsbury's with its competitor Tesco, in order to identify and evaluate the performance of both companies. Finally, this report will give conclusions and recommendations to those investors who want to make an investment in a secure company. RATIO ANALYSIS Profitability Ratios According to Maclaney and Atrill (2002, p. 197), Profitability ratios provide an insight to the degree of success in achieving this purpose. For instance, the profitability ratios of Sainsbury plc are: |Profitabiliy Ratios |2004 |2003 | |Return on Capital Employed |8.53% ......

Words: 2656 - Pages: 11

Premium Essay

Customer Satisfaction Level

...Government of Bangladesh and 4 local institutions and 13 foreign sponsors including Islamic Development Bank (IDB). The foreign investors hold 57.37% of total shares while the local investors hold the rest 42.63%. There is a Shariah council, which is entrusted with the responsibility for ensuring that the activities of the bank are being conducted on the precepts of Islam. IBBL is one of the leading first generation private sector banks in Bangladesh, which provides all kinds of commercial banking services to the customer. The bank went for IPO in November, 1985. The IBBL got enlisted with Dhaka Stock Exchange Ltd (DSE) in 1985 and Chittagong Stock Exchange Ltd. (CSE) in 1996. IBBL has been declared as one of the 20 blue chip companies by DSE and as one of the 30 best companies by CSE. The bank has grown significantly over the last 24 years in operation. The initial paid up capital of the bank was TK. 67.50 million. IBBL has already issued rights shares on four different occasions and also issued bonus shares (Stock Dividend) on three occasions. The bank regularly declares dividend to its shareholders. The paid up capital of the Bank stood at TK, 3456.00 million as on December 31, 2006. IBBL provides a wide range of Islamic banking services. The major portion of investment portfolio of IBBL is towards retail investments. The bank carries out its business activities through 176 branches with the total staff strength of 7,459 as on December 31, 2006. ......

Words: 9320 - Pages: 38

Free Essay

Land Securities Investment Analysis

...................................................................... 2 p 3. The market trends, opportunities and risks..…...…………................................ 2 p a. Housing in London 2 p b. Commercial real estate in the UK 3 p 4. Strategy for management and marketing.……………………………………….. 3 p c. Business model .……........................................................................... 3 p d. Performance.……................................................................................ 4 p 5. Specific project analysis …………....…………………........................................ 4 p e. Stakeholders aspirations …………………………………………………... 4 p f. Operational performance …………………………………………………… 5 p 6. Conclusion and recommendation ………………………………………….............. 8 p 7. References …………………………………………………………………………….. 9 p 8. Appendix………………………………………………………..…..............…..…....... 11 p 1. INTRODUCTION This report aspires to critically evaluate the performance of Land Securities and provide enough evidence to allow non-professional investors to understand the Company performance, the market where it operates and decide if investing in Land Securities is appropriated, considering the risk and the ideal time frame for that potential investment. 2. OVERVIEW OF LAND SECURITIES Land Securities, founded in 1944, is the biggest commercial property company in the United......

Words: 6796 - Pages: 28

Premium Essay


...The auditor’s report is the most visible product of the auditor’s work. According to PSA 200 (Revised and Redrafted) the prime purpose of an audit report is to enhance the degree of confidence of intended users in the financial statements which can be achieved by the expression of an opinion by the independent auditor on whether the financial statements are prepared, in all material respects in accordance with the applicable financial reporting framework. Putra, in his article entitled Understanding Audit Reports and Auditor’s Opinion, foremost conferred about the significance of the auditor’s report. Basically, designing an accounting information system that will capture all of its business transactions and compile the financial statements is the management’s responsibility. However, third parties, such as a current or potential investor or creditor, may be concerned about whether management has put the financial statements together without bias. This is where the work of an independent auditor comes to place. In his article he stated that an independent auditor’s report is designed to alleviate that concern and give the public assurance that the financial statements can be relied on. He also thinks that assurance is a key word: In fact, it is common in the accounting profession to refer to auditing as an assurance service or attest service because the auditors are providing assurance or attesting (vouching for) to the fairness of the presentation of the information on......

Words: 936 - Pages: 4

Free Essay

Zipcar Case Analysis

...Management | Entrepreneurship and Innovation | Zipcar: Redefining the business model | | | 3/29/2015 | Submitted to, Prof. Rupesh Krishna Shrestha | Submitted by, (Group 6) Niraj Ghimire (14313) Amit Pathak (14325) Subigya Regmi (14327) Prajwal Sagar Shrestha (14332) Synopsis: Zipcar is a start-up organized around the idea of "sharing" car usage via a membership organization. This case describes several variations of the Zipcar business model along with their financial plan. These variations include a very early version and a version developed just prior to the launch of the business, as well as data from the first few months of operations. This case is all about the underlying the business model for the venture and to discover how these assumptions are holding up as the business is actually rolled out. Case Facts: * The company was incorporated in January 2000 and raised an amount of $50000 from an angel investor. * Although an MBA from MIT with a good professional background, Robin Chase had minimal experiences regarding start-ups. Similarly, Antje Danielson, despite having held several high position jobs was relatively inexperienced when it came to entrepreneurial venture. * Car sharing was best suited to urban areas where the population density is high. * College-educated individuals were the most receptive to the proposition of car sharing. * Penetration for the car sharing business module was small (0.01%) in Western Europe but was growing......

Words: 2654 - Pages: 11

Premium Essay

Stakeholders: Google

...votes of the business people all around. All of these companies have to make sure that their stakeholders are comfortable in view of their long term goals. And to achieve stakeholder’s satisfaction, companies need to secure and gain trust in the companies. This is done by a company’s governance and code of conduct. Every company has different governance factors and code of conduct that they adopt. For instance Google’s Code of Conduct is “Don’t be evil”. This is adopted in all the levels of the organisation. This conduct makes them achieve high standards, which helps them hire great people, who build great product, which attract users. This process as a whole makes the stakeholders feel comfortable and secure. The following is the list of Google’s Code of Conduct 1. Serve our users 2. Respect each other 3. Avoid conflicts of interest 4. Preserve confidentiality 5. Protect Google’s Assets 6. Ensure financial integrity and responsibility 7. Obey the law Companies today are constantly innovating ways to remain in touch with their shareholders and investors. There are specific sections on websites which focus specifically on investor relations where they highlight their code of ethics and companies vision. Financial reports are updated constantly and the news that would be of any help or concern to the investors is all available on these online portals. RSS feeds and podcasts are the new modes through which investors could......

Words: 588 - Pages: 3

Premium Essay

Term Paper

... ------------------------------------------------- A Report On Comparative Performance Study of Conventional and Islamic Banking in Bangladesh Course Title: THEORY AND PRACTICES OF BANKING IN BANGLADESH Course Code: FBK 312 Submitted To: Md. Nur Nabi Assistant Professor Department of Finance and Banking Faculty of Business Administration and Management Patuakhali Science and Technology University Dumki, Patuakhali- 8602 Submitted by: Group: C (Level: 3, Semester: I) Session: 2012-2013 Faculty of Business Administration and Management Patuakhali Science and Technology University Dumki, Patuakhali- 8602 Date of Submission: 09th May 2015 ------------------------------------------------- Roll No | Registration No | Name of the Students | Signature | 1203051 | 03596 | Nusrat Jahan Rupa | | 1203053 | 03598 | Nusrat Yesmin | | 1203054 | 03599 | Nisath Salsabil Urmi | | 1203056 | 03601 | Mehedi Hasan | | 1203057 | 03602 | Hasan Shahria Nayeem | | 1203060 | 03605 | Khondokar Tanveer Ahsan | | 1203061 | 03606 | Sume Akter | | 1203062 | 03607 | Rased Amer Sohag | | 1203065 | 03610 | Nusrat Jahan Pinki | | 1203067 | 03612 | Rasel Miah | | ------------------------------------------------- Group Member Details ------------------------------------------------- ------------------------------------------------- ATTENDANCE REPORT 1) Level : 3 2) Semester : I 3) Course Code : FBK-312 4) Course Title : THEORY AND......

Words: 6894 - Pages: 28

Premium Essay

Relationship Management Index Using Holistic Approach

...Relationship Marketing Index Using Holistic Approach A project report submitted in partial fulfilment of the requirements for B.Tech. Project B.Tech. By Katum Yomcha (2010IPG-50) Divyank Shekhar Singh (2010IPG-34) Pradeep Kr. Meena(2010IPG-109) ABV INDIAN INSTITUTE OF INFORMATION TECHNOLOGY AND MANAGEMENT GWALIOR-474 010 2013 CANDIDATE/S DECLARATION We hereby certify that the work which is being presented in the B. Tech. Project Report entitled “Relationship Marketing Index Using Holistic Approach”, in partial fulfillment of the requirement for the award of the Degree of Bachelor of Technology and submitted to the institution, is an authentic record of our own work carried out during the period from May/2013 to September/2013 under the supervision of Prof. Deepali Singh. I/we also cited the reference about the text(s)/figure(s)/table(s) from where they have been taken. The matter presented in this report has not been submitted by us for the award of any other degree elsewhere. Date: Signature of Candidates Katum Yomcha Divyank Shekhar Singh Pradeep Kr. Meena (2010 IPG 050) (2010 IPG 034) (2010 IPG 109) This is to certify......

Words: 9270 - Pages: 38

Premium Essay

Talent Management

...Determine the impact of this event on ARC’s benefits of business ethics” (employee commitment, investor loyalty, customer satisfaction, and bottom line. Ferrell, Fraedrich and Ferrell (2011) stated that the ARC is an independent organization, supported by the public donations and volunteerism (p.327). ARC mission is offer relief to people of catastrophes and help them prepare for and answer to emergencies. Ferrell, Fraedrich and Ferrell (2011) mentioned that The ARC has had to report allegations of fraud, bribery, and even theft on the part of volunteers and employees working for the organization (pg.327). This had a bad impact on the employee commitment and investor loyalty standpoint. It lead to ARC having to deal with a number of inside trials due to high turnovers, as well as charges of over payment and possible dishonesty among its board of directors and upper management. We know that dishonesty is having a lack of truthfulness, which has a great impact on ARC benefits of business ethics. Clara Barton founded the ARC in 1881 and was enthused by the work of the International Red Cross while on a trip to Europe during the Franco-Prussian War of 1870-1871(p.327). The ARC is one of the many organizations chartered by the U.S government, receiving its first federal charter in 1900(p.327). The ARC employee commitment is being honest, fair which leads to having integrity which has a great impact on the benefits of business ethics. In 2007, all employees and volunteers......

Words: 1031 - Pages: 5

Premium Essay

Accounting Theory

...From Sheet of Accounting Theory Difficulties in Segment Reporting * Base of Segmentation: in case of complex business, it’s difficult to select a base for organization as well as difficult to compare. * Allocation of Common Costs: Common costs are likely to be allocated, bringing segment information into question * Pricing Inter-segment Transaction: No specific method for inter-segment pricing, different method use for cost, cost plus market price and negotiable price. * Costs of Segment Disclosure: Increased competition may result segmental disclosures where profitable segment may attract competitors, & loss making segment arise the take over situation. Foreign companies are not required to provide segmental reports. * Management Conservatism: Management determination of segments implies that what is useful to management is useful to investors. FASB’s 5 possible objective for interim reporting: 1. To estimate annual earnings 2. To make projections 3. To identify turning points 4. To evaluate Management Performance 5. To supplement the annual Report. Problems in Interim Reporting * Accounting Problems: * Inventory Problems: There are three types of problems; * Determination of Inventory quantities * Valuation of inventories * Adjustment of valuation * Matching principle: Business operations are not similar throughout the year. Resources are acquired & output may be sold & there are......

Words: 1926 - Pages: 8