JP Morgan chase
Fourth Case Assignment
TASK:
| · Compare the securities of the chosen BHC with its Peer group.
· Discuss the investment maturity strategies over the past two years. |
Read the instructions for the fourth case assignment from the textbook “Bank Management & Financial Services” on pages 354-356.
You will need to:
- Follow the excel sheet template provided on page 354 to report the different securities in Percent of Assets that you will download them from https://www7.fdic.gov/sdi/index.asp
- Write a number of paragraphs to compare the BHC’s securities portfolio to its peers with the incorporation of pie charts.
- Follow the excel sheet template provided on page 355 to report the Total Debt Securities in dollars that you will download them from https://www7.fdic.gov/sdi/index.asp
- Write a number of paragraphs about the BHC’s maturity strategy and how it has changed over the last two year-ends with the incorporation of column charts.
Report and Presentation Rubric:
| Criteria | 4-5 points | 2-3 points | 0-1 point | Weight | Points Given |
| Content | The student has provided a full list of securities of the chosen BHC and its peers and Total Debt Securities. They have included paragraphs that shows a detailed discussion and comparison between the BHC’s securities to its peers. All the information is referenced and supported by trusted sites. | The student has provided a limited list of securities of the chosen BHC and its peers and Total Debt Securities. They have included paragraphs that shows a general discussion and comparison between the BHC’s securities to its peers. Not all of the information is referenced or supported by weak sites. | The student has provided a vague list of securities of the chosen BHC and its peers and Total Debt Securities. They did not include discussion and comparison between the BHC’s securities to its peers. The whole work is not supported by references. | 10% | |
| Diagrams | Relevant, accurate and correctly labelled diagrams are included, with a full explanation. Clear title, axes labelled, refer to specific positions changing in your diagram. | Relevant, accurate and correctly labelled diagrams are included, with a limited explanation. | Relevant diagrams are included but not explained, or the explanations are incorrect. | 4% | |
| Language, grammar, style, clarity and structure | The text has no grammatical or punctuation mistakes; It uses rich and specialized vocabulary. The text is well structured and fluently written in an academic style. | The text is readable with few grammatical and punctuation mistakes. The structure is correctly followed. | The text is filled with grammatical and punctuation mistakes; It suffers from fractured syntax; The text is written in an informal style. The text is unstructured. | 2% | |
| Presentation | |||||
| Accuracy of content | Shows a deep/robust understanding of the topic. Presents evidence that is relevant and accurate | Shows a limited understanding of the topic. Presents evidence that is somewhat inaccurate and/or irrelevant but corrects when prompted. | Shows no understanding of the topic. Presents a lot of inaccurate and/or irrelevant evidence | 4% | |
| Total | 20% | ||||
