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MCS,PHD
Argosy University/ Phoniex University/
Nov-2005 - Oct-2011
Professor
Phoniex University
Oct-2001 - Nov-2016
You are an accountant at Yves Group Accountants & Investment Advisers. You have been approached by a group of investorsfor your professional advice on investing in Woolworths Ltd.Your client is a strong believer in Socially Responsible Investing. That would mean adopting aninvestmentstrategy which seeks to consider bothfinancial return andsocial good.
Required:
Go to:
http://www.woolworthslimited.com.au/annualreport/2013/
http://www.woolworthslimited.com.au/CRReport/2013/downloads/Woolworths_Limited_Corporate_Responsibility_Report_2013.pdf
You +1'd this publicly.Undo
and access the company’s annual report and corporate responsibility report for 2013.
Prepare a report for your client. Your report should include:
a. A description of the core business of the company including full details of its operating activities.
b. A discussion on any significant issues emerging from the Chairman’s Report.
c. A discussion on any significant issues emerging from the Managing Director’s Report.
d. A discussion on company’s Corporate Governance Statement.
e. A calculation of the key financial ratios for 2013.
f. An overall assessment of the company and your recommendation on investing inthe company.
In making an overall assessment, you may conduct additional research on Woolworths too. For example,http://www.news.com.au/business/woolworths-betting-on-booze-profits-as-it-looks-to-expand-hotel-empire/story-e6frfm1i-1226223987450
http://www.smh.com.au/nsw/big-retailers-warned-in-nsw-truck-clampdown-20131221-2zrwu.html
Please note the following:
· Format: Business report
· Contribution to overall assessment: 20%
· Length: 2000 – 2200 words
· Due date: ??
· Your work must comply with the University’sGeneral Guide for the Presentation of Academic Work.
· Two Useful links.
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