LA SALLE UNIVERSITY
Finance Department
Finance 306 Fall,
2002
The Financial Services Industry Dr. K. Rhoda
Return to Assignments and Projects
The case study you are assigned to
analyze is Signet Banking Corporation.
Each team should do a thorough analysis of the case and prepare a
written report to be submitted during the last week of the semester.
In preparing your analyses, all
team members must share equally in the work.
Regular face-to-face meetings are encouraged. Each team will receive a grade on the report based on clarity,
style and content. In other words, the
grade will be based on the collective work of all team members. In addition, however, each team member will
be asked to grade the other members of his/her team on the overall case
experience. These peer grades will be
weighed in assigning a final grade to each team member.
The following are guidelines to be
used for your analysis and reports.
It is the task of each team to identify the main problems or questions
raised in its assigned case and to present feasible answers to these
questions. Each analysis should contain
1. A short
summary of the facts of the case (the people involved, the situation, etc.).
2. A
statement of the questions raised in the case and/or the problems to be solved
by the institution in the case.
3. An
analysis of the problem. The principles
of financial institution management discussed in the course should be utilized
to uncover answers to the questions raised by the case. Tools used in your analysis (e.g., tables,
pro-forma financial statements) and/or summaries of your results could be used
at this point.
4. A summary
of the team's answers to the questions and/or suggested solutions to the
problems.
Each team is to submit a written report summarizing its analysis of
the assigned case by the last week of the semester. In general, each report should be prepared with the following in
mind:
1. Your report should include the following:
‑ Statement of Facts
Present the facts clearly.
This is more or less a summary of the background of the case.
‑ Statement of the Problem(s)
Exactly what are the problems facing the firm and/or the people
mentioned? These should be put in the
form of questions to be answered in the next stage
‑ Analysis
Solve the problems (answer the questions) as efficiently as
possible. All relevant data should be
analyzed and all the interrelationships explored. You must decide on the most appropriate techniques and analytical
procedures to use, given the data and the nature of the problem. All steps taken must be justified by
explanation, the evidence in the case study or outside references.
‑ Conclusions
State the solution(s) to the problem(s) based on your analysis. This should include suggestions for improvement
if, in fact, the problems were real and any qualifications you may have
concerning your analysis.
2. Write the report using an internally
consistent style (i.e., proper footnotes, list of references, headings,
margins, equation and/or table numbers, etc.).
Watch out for errors. As you
know, success in business depends in large part on your ability to communicate
clearly; neat, well constructed reports are mandatory.
3. Your reports will be graded using the
following criteria:
1. Content (75%)
·
Accuracy of computation and correct use of analytical
techniques
·
Completeness.
All relevant information used and all alternatives explored.
·
Feasibility.
Your conclusions must logically follow from your analysis. Conclusions not supported by your evidence
are not acceptable. Also, suggestions
must be workable. For example,
"get Congress to pass a law" is not usually a feasible suggestion
since Congress is beyond the control of an individual firm.
2. Clarity (25%)
·
logically organized and written clearly
·
proper stylistic format used
·
errors kept to a minimum (typographical, grammatical,
numerical, etc.)