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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:
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http://www.woolworthslimited.com.au/annualreport/2013/
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http://www.woolworthslimited.com.au/CRReport/2013/downloads/Woolworths_Limited_Corporate_Responsibility_Report_2013.pdf
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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.
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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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