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BM496 Investment Management Internship Class

Objectives. A. Know the importance of the company write-up processB. Understand the process on how to write a good company reportC. Understand the format that I require for this internshipD. Understand that this is the PRELIMINARY REPORTNOT THE FINAL REPORT-- and treat it as such. 2. The Impor

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BM496 Investment Management Internship Class

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    1. BM496 Investment Management Internship Class The Preliminary Company Write-up (or getting your ideas on paper) 1

    2. Objectives A. Know the importance of the company write-up process B. Understand the process on how to write a good company report C. Understand the format that I require for this internship D. Understand that this is the PRELIMINARY REPORT—NOT THE FINAL REPORT-- and treat it as such 2

    3. The Importance of the Company Report What is the company report write-up? It is the final document that will be read by your readers It may be your only chance to convince your reader of the validity of your recommendation. Do it well! Will it differ depending on your audience? Yes. Write accordingly! 3

    4. The Company Report (continued) How much will most portfolio managers actually read of a normal report? Generally only the first paragraph or page, and the rest only if you can pique their interest. Keep it clear and succinct! How important is a good summary? Very important. Your summary must stand out to get read! 4

    5. Questions Any questions as to the importance of the company write-up process? 5

    6. Know How to Write up a Good Company Report? Follow the process Understand the global and country economic framework in which the company operates Understand the global and country industrial framework in which the company operates Understand the type of company and the key factors which drive value or profitability 6

    7. Use the Global Analysis Framework Global Economic and Political Analysis (You know what is the world doing!) Country Economic and Political Analysis (You know what’s happening in your main markets!) Global Industry Analysis (You know what the global industry is doing!) Country Industry Analysis (You know what’s happening in your main industry!) Company Analysis (Here’s where you should be now!)

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