Business Commons^™

Analysis Of Key Factors That Impact Large Cap Us Firms’ Financial And Market Performance At Different Phases During The 2007- 8 Financial Crisis, Ken Lobo

Doctoral Dissertations (DBA)

The financial crisis of 2007-8 provides an opportunity to investigate which factors have a significant impact on firms at different stages of the crisis. This paper considers this shock event along these lines: impact of leverage on a firm can vary depending on timing of the crisis; firm are challenged to invest as the crisis recedes; revenue growth can enhance and sometimes impede returns; choosing to hold cash or not when a firm make the trade-off with investment and both the timing and decision are important; investors, managers and shareholders perceive these actions and events differently. Large cap US firms …

The Opportunity Zones Program Provides High Returns On Investments, Kane Moran

Honors Program Theses and Projects

The Opportunity Zones Program is a new tax incentive established in the Tax Cuts and Jobs Act of 2017. The program aims to direct investors towards low-income communities in the United States by providing more attractive investment prospects. The end goal of the program is to disrupt the unhealthy trend of geographic inequality caused by a disproportionate number of investments being funneled to a select few areas of the U.S. On a large scale, the benefits include a more balanced economy across the entire nation, while also providing tax benefits for investors, which can contribute to a higher return on …

“Optimizing The Performance Of Mean-Variance Portfolios In Various Markets: An “Old-School” Approach”, Roberto Stein, Orlando E. Contreras-Pacheco

Department of Management: Faculty Publications

The authors study the performance of mean-variance optimized (MVO) equity portfolios for retail investors in various markets in the U.S. and around the world. Actively managed equity mutual funds have relatively high fees and tend to underperform their benchmark. Index funds such as exchange traded funds still charge appreciable fees, and only deliver the performance of the benchmark. The authors find that MVO portfolios are relatively easy to manage by a retail investor, and that they tend to outperform their benchmark or, at worst, equal its performance, even after adjusting for risk. Moreover, they show that the performance of these …

Enterprise Risk Management: Review, Critique, And Research Directions, Philip Bromily, Michael Mcshane, Anil Nair, Elzotbek Rustambekov

Finance Faculty Publications

Many regulators, rating agencies, executives and academics have advocated a new approach to risk management: Enterprise Risk Management (ERM). ERM proposes the integrated management of all the risks an organization faces, which inherently requires alignment of risk management with corporate governance and strategy. Academic research on ERM is still in its infancy, with articles largely in accounting and finance journals but rarely in management journals. We argue that ERM offers an important new research domain for management scholars. A critical review of ERM research allows us to identify limitations and gaps that management scholars are best equipped to address. This …

Wisdom From Warren Buffett, Todd A. Finkle

Todd A Finkle

Analysis Of The Benefits For Implementing An Employees Stock Option Plan (Esop), Ashraf Selim Mekhael

Theses Digitization Project

This project will show through literary analysis, and by presentation of tax laws and the governing ESOPs, how ESOPs can be used as both tax shelters and management tools. The paper illustrates how ESOPs can fund and shelter operating income, and how companies have used ESOPs to motivate employees to achieve higher performance and efficiency.

Acquiring An Existing Business, Teodocio Ramirez

Theses Digitization Project

The goal of this project is to review the literature on how to buy an existing business and to synthesize the material into a written instructional manual that a regular individual or aspiring entrepreneur can use in understanding the process necessary to buy an existing small business.

A Return On Investment Model For Air Force Technology Transfer, Bradley W. Mcdonald

Theses and Dissertations

Air Force policy states the fundamental reason for participating in technology transfer is to maximize the return on investment (ROI) on research and development (R&D) funds. Public law dictates that federal agencies, including the Air Force, are to spend no less than 0.5% of their overall R&D budget in the pursuit of technology transfer. However, there is currently no ROI model available to the decision maker in the evaluation of alternative transfer opportunities. This research effort develops a model that measures the ROI of individual cooperative research and development agreements (CIWAs) on the basis of the objective and subjective benefits …

Development Of Activity Based Costing (Abc) Optimization Tool For An Environmental Organization, Anthony J. Gutterman

Theses and Dissertations

The purpose of this thesis was to develop a tool that would allow the user the ability to determine the activities an organization should track using Activity Based Costing (ABC). This was accomplished through the assignment of costs to the maintenance of ABC data and the determination of the benefit received as a result of using ABC. While obtaining the information pertinent to the cost of ABC was relatively straightforward and well documented, the information regarding the value of the benefit of ABC was not available. Therefore, using information provided in the literature concerning savings resulting from making the polluter …