Investment Management Essay

2368 Words Apr 15th, 2015 10 Pages
1. Log on to finance.yahoo.com and enter the ticker symbol RRD in the Get Quotes box to find information about R.R. Donnelley & Sons.

a. Click on Profile. What is Donnelly's main line of business?
R.R. Donnelley & Sons Company provides integrated communication solutions to private and public sectors worldwide. It operates through Publishing and Retail Services, Variable Print, Strategic Services, and International segments.

b. Now go to Key Statistics. How many shares of the company's stock are outstanding? What is the total market value of the firm? What were its profits in the most recent fiscal year?
Shares Outstanding: 199.80M
Market Value: 3.28B
Recent Gross Profit: 2.33B
Profits in the most recent fiscal year => Net
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What Is its mission? What information and advice does it offer to beginners?

Mission: FINRA is dedicated to investor protection and market integrity through effective and efficient regulation of the securities industry. Information/Advice: Before undertaking any investment program, though, it is critical that you assess your current situation and form goals. You'll need to take an accurate measurement of your finances to determine how much you can invest reasonably. Then you'll need to ask yourself a few key questions: What are your goals and what will they cost? When do you want to achieve each goal?

c. Go to the IOSCO Website, www.iosco.org. What is its mission? What information and advice does it offer to beginners?

Mission: IOSCO develops, implements, and promotes adherence to internationally recognized standards for securities regulation, and is working intensively with the G20 and the Financial Stability Board (FSB) on the global regulatory reform agenda. Information/Advice: enhance investor protection and promote investor confidence in the integrity of securities markets, through strengthened information exchange and cooperation in enforcement against misconduct and in supervision of markets and market intermediaries.

3. A municipal bond carries a coupon of 6 ¾% and is trading at par. What is the equivalent taxable yield to a taxpayer in a combined federal plus state 34% tax bracket?

The equivalent taxable yield is: 6.75% / (1-0.34) =
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