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- Ursinus College (6)
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- Business and Economics Presentations (6)
- Walden Dissertations and Doctoral Studies (6)
- Steven Slezak (3)
- Anna Ujwary-Gil (1)
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- Applied Economics Theses (1)
- Bulletin of Chinese Academy of Sciences (Chinese Version) (1)
- Bullion (1)
- Chancellor’s Honors Program Projects (1)
- Finanzas y Comercio Internacional (1)
- Honors Theses (1)
- Journal of Actuarial Practice (1993-2006) (1)
- Journal of Hospitality Financial Management (1)
- Research Collection School Of Computing and Information Systems (1)
- Scholarship and Professional Work - Business (1)
- Senior Honors Projects (1)
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Articles 1 - 30 of 30
Full-Text Articles in Business
Ucimco Endowment Semi-Annual Presentation, Fall 2023, Will Alain, Billy Cardino, Tyler Causa, Patrick Collins, Bill Cook, Cole Grubbs, Kieran Hollander, Dylan Hollick, Jared Minnichbach, Alexandra Nenish, Jordan Pick, Kipp Ransome, Kirk Ransome, Kyle Rosenfeld, Tyler Sargent, Michael Scheller, Max Shilstone, Mckade Trauger, Nick Troha
Ucimco Endowment Semi-Annual Presentation, Fall 2023, Will Alain, Billy Cardino, Tyler Causa, Patrick Collins, Bill Cook, Cole Grubbs, Kieran Hollander, Dylan Hollick, Jared Minnichbach, Alexandra Nenish, Jordan Pick, Kipp Ransome, Kirk Ransome, Kyle Rosenfeld, Tyler Sargent, Michael Scheller, Max Shilstone, Mckade Trauger, Nick Troha
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. This presentation, by the endowment team, examines performance and investment philosophy while discussing selections in the portfolio including: fixed income, U.S. and international equities, real estate and commodities.
Ursinus College Women's Investment Fund, Fall 2023, Sarah Dilello, Emily Carkhuff, Katie Ciuffreda, Laura Bradley, Samantha Mallen, Carly Troilo, Camila Knipe, Isabella Scarpetti, Mayleigh Rickey, Carlie Shiller
Ursinus College Women's Investment Fund, Fall 2023, Sarah Dilello, Emily Carkhuff, Katie Ciuffreda, Laura Bradley, Samantha Mallen, Carly Troilo, Camila Knipe, Isabella Scarpetti, Mayleigh Rickey, Carlie Shiller
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. In 2020, a group of women students began to manage their own fund. This presentation reviews activities of the Fall 2023 semester and analyzes the stock performance of various companies including: Salesforce, InterDigital Inc., SPX Technologies, NextEra Energy and RenaissanceRe Holdings.
Northern Oil & Gas Strategic Audit, Jacob Hansen
Northern Oil & Gas Strategic Audit, Jacob Hansen
Honors Theses
Northern Oil & Gas is an energy company that operates in various basins across the United States. The company utilizes a non-operating model, meaning it does not drill wells or operate rigs, but rather partners with operators and acquires fractional working interests in drilling units. This report seeks to understand Northern Oil & Gas’ business model by examining its competitive strategy, advantages, and resources. Internal and external environmental factors are also analyzed using both PESTEL analysis and Porter’s Five Forces. In addition, key challenges facing the company are explored and recommendations are given on how Northern Oil & Gas can …
Exploring Strategies For Measuring Team Innovation In Small Financial Business, Kimberly Nicole Whitt
Exploring Strategies For Measuring Team Innovation In Small Financial Business, Kimberly Nicole Whitt
Walden Dissertations and Doctoral Studies
Small financial business leaders cannot maintain a competitive advantage without effectively measuring work team innovation. The purpose of this qualitative exploratory multiple case study was to explore the strategies that small financial business leaders use to measure work team innovation to maintain a competitive advantage. The conceptual framework undergirding this study was Schumpeter’s innovation management theory. The research question asked what strategies small financial business leaders use to effectively measure work team innovation to maintain a competitive advantage. Interview data were collected from 15 small financial business leaders who employ less than 100 employees in Madison, Chester, Gibson, Henderson, and …
Using Acquisitions As A Growth Strategy From Single Concept To Multiple Concepts: A Case Study, Francis A. Kwansa, Eliza Ching-Yick Tse
Using Acquisitions As A Growth Strategy From Single Concept To Multiple Concepts: A Case Study, Francis A. Kwansa, Eliza Ching-Yick Tse
Journal of Hospitality Financial Management
From the day a business is conceived, it is constantly faced with numerous strategic challenges that have impact on its survival, success, and/or failure. Many independent businesses fail within the first three years. For the ones that survive and prosper, they may remain as independents, private and or family businesses, while some transform into corporations and even become publicly traded entities. We use FAT Brands as a case study to examine the evolution of a company from a single restaurant concept and expanding by diversifying into a multi-concept and publicly traded corporation. Internal and external factors such as the impact …
Strategic Consideration And Recommendation On Development Of Chemistry In China, Yanlin Cheng, Shuxian Wu, Qing Dai, Chunying Chen, Yuliang Zhao
Strategic Consideration And Recommendation On Development Of Chemistry In China, Yanlin Cheng, Shuxian Wu, Qing Dai, Chunying Chen, Yuliang Zhao
Bulletin of Chinese Academy of Sciences (Chinese Version)
Chemistry, as a central science linking all the other sciences, has played an influential role in promoting the development of the whole scientific and technological field and the prosperity of economy and society. Developed countries strongly support the development of chemistry and effectively promote the level of chemical research and chemical industry. Since the founding of the People's Republic of China, chemical research has been supported among the field of natural sciences, and its current level is at the forefront of the world. However, there are still problems in the field of chemistry research in China, such as insufficient major …
Ucimco Stock Selection Semi-Annual Presentation, Fall 2021, Michael Buck, Stevie Benson, Walker Hamilton, Mason Jolivette, Harrison Lorenc, Devin Molina, Stephen Schoenborn, Jack Shimer, Mohammad Sufyan, John Wagner, Riley Yee
Ucimco Stock Selection Semi-Annual Presentation, Fall 2021, Michael Buck, Stevie Benson, Walker Hamilton, Mason Jolivette, Harrison Lorenc, Devin Molina, Stephen Schoenborn, Jack Shimer, Mohammad Sufyan, John Wagner, Riley Yee
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. This presentation, by the stock selection team, examines quarterly performance and strategy while discussing the most recent selections in the portfolio: Agios Pharmaceuticals, CubeSmart, Splunk and Nexstar Media Group.
Ucimco Endowment Semi-Annual Presentation, Fall 2021, Kareem Elghawy, Kyle Blaze, Jeremy Calabro, Ryan Carkhuff, Jacob Connelly, Christopher Craven, Zachary Crebbin, Olivia Defusco, Colin Holtzman, Brooke Hurley, Matthew Mcmahon, Jared Minnichbach, Zoey Nikolaou, Jared O'Connell, Erik Ojert, Thomas Pancheri, Christopher Porzelt, Tyler Sargent, Scott Sloan, Storm Snape, Matthew Snyder, Matthew Tuley
Ucimco Endowment Semi-Annual Presentation, Fall 2021, Kareem Elghawy, Kyle Blaze, Jeremy Calabro, Ryan Carkhuff, Jacob Connelly, Christopher Craven, Zachary Crebbin, Olivia Defusco, Colin Holtzman, Brooke Hurley, Matthew Mcmahon, Jared Minnichbach, Zoey Nikolaou, Jared O'Connell, Erik Ojert, Thomas Pancheri, Christopher Porzelt, Tyler Sargent, Scott Sloan, Storm Snape, Matthew Snyder, Matthew Tuley
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. This presentation, by the endowment team, examines performance and investment philosophy while discussing selections in the portfolio including: developed and emerging market equities, U.S. equities, corporate bonds, U.S. treasuries and U.S. real estate.
Ursinus College Women's Investment Management Company, Fall 2021, Maddy Sorokanych, Taylor Beaumont, Shelby Boyle, Laura Bradley, Olivia Defusco, Rachel Grossbauer, Jess Gutekunst, Rebecca Lewis, Alice Nathanson, Madelyn Nau, Ketlee Staz, Marcella Thanh-Guyet, Theodora Zeibekis
Ursinus College Women's Investment Management Company, Fall 2021, Maddy Sorokanych, Taylor Beaumont, Shelby Boyle, Laura Bradley, Olivia Defusco, Rachel Grossbauer, Jess Gutekunst, Rebecca Lewis, Alice Nathanson, Madelyn Nau, Ketlee Staz, Marcella Thanh-Guyet, Theodora Zeibekis
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. In 2020, a group of women students began to manage their own fund. This presentation reviews activities of the Fall 2021 semester and analyzes the stock performance of various companies including: Anthem, Inc., American Well Corporation, Netflix, Travel and Leisure Company, Cognizant Technology Solutions, Oshkosh and the Hershey Company.
Ursinus College Women's Investment Management Company, Taylor Beaumont, Shannon Blessing, Olivia Defusco, Julia Ewing, Angela Gervasi, Wendy Luo, Eve Peiffer, Becca Lewis, Ellie Templeton, Emily Benning, Rebecca Lam, Maddy Sorokanych, Theodora Zeibekis, Marcella Thanh-Guyet, Delanie Rogers
Ursinus College Women's Investment Management Company, Taylor Beaumont, Shannon Blessing, Olivia Defusco, Julia Ewing, Angela Gervasi, Wendy Luo, Eve Peiffer, Becca Lewis, Ellie Templeton, Emily Benning, Rebecca Lam, Maddy Sorokanych, Theodora Zeibekis, Marcella Thanh-Guyet, Delanie Rogers
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. In 2020, a group of women students began to manage their own fund. This presentation reviews activities of the previous year and analyzes the stock performance of various companies including: Anthem, Inc., American Well Corporation, SNAP, Inc., Yatsen Holdings Ltd. and Yum China Holdings.
Nonprofit Strategies For Alternative Revenue Generation And Sustainability, Aretha Lepearl Day
Nonprofit Strategies For Alternative Revenue Generation And Sustainability, Aretha Lepearl Day
Walden Dissertations and Doctoral Studies
AbstractIn the post-2008 Great Recession era of a highly volatile global business environment of increased competitiveness, diminishing predictable revenues, and depleting philanthropy, many nonprofit leaders struggle to sustain their organizations. Volatility is important to nonprofit leaders because such fluctuations create unpredictability, which threatens their organizations' financial stability for short-term survivability and long-term sustainability. Grounded in Elkington's triple bottom line conceptual framework, the purpose of this qualitative single case study was to explore nonprofit leaders' strategies for short-term survivability and long-term sustainability. The participants comprised 3 senior leaders in a nonprofit located in the mid-Atlantic region of the United States who …
Estrategia De Internacionalización De La Empresa Bag Security S.A.S, José David Fajardo Valdés, Yurley Katherine Hernández Rojas, Ingrid Vanessa Vera Holguín
Estrategia De Internacionalización De La Empresa Bag Security S.A.S, José David Fajardo Valdés, Yurley Katherine Hernández Rojas, Ingrid Vanessa Vera Holguín
Finanzas y Comercio Internacional
En el presente estudio de caso se desarrolló la propuesta de internacionalización de la empresa Bag Security S.A.S por medio de un análisis sectorial en Colombia, la elaboración de un diagnóstico del sector y de la empresa, y, por último, se planteó una estrategia basada en las condiciones y disposición de la empresa. Esta investigación se realizó con una metodología cuantitativa y cualitativa; en la parte del enfoque cuantitativo se realizó la búsqueda de mercados potenciales por medio de una matriz con datos macroeconómicos y microeconómicos, y en la parte del enfoque cualitativo se realizó un análisis documental del entorno …
The Role Of Strategic Leadership In The Profitability Of Large Organizations, Bernard Yaw Owusu-Boadi
The Role Of Strategic Leadership In The Profitability Of Large Organizations, Bernard Yaw Owusu-Boadi
Walden Dissertations and Doctoral Studies
Large organizations in the United States endure a 30%-50% failure to achieve profitability. Senior executives' lack of strategies to ensure profitability diminish performance and economic growth. The purpose of this qualitative single case study was to explore strategies senior executives use to ensure profitability in large tax preparation organizations. The conceptual framework for this study was the resource-based view theory. The sample consisted of 2 board members and 3 senior leaders from a large tax preparation organization located in the United States. Study site participants had at least 15 years of experience in enhancing organizational profitability and 5 years of …
Effective Revenue Diversification Strategies In Nonprofit Organizations, Jennifer R. Niswonger
Effective Revenue Diversification Strategies In Nonprofit Organizations, Jennifer R. Niswonger
Walden Dissertations and Doctoral Studies
Nonprofit organization leaders increasingly encounter social burdens and financial difficulties, jeopardizing ongoing success and organizational sustainability. The purpose of this single-case study was to explore revenue diversification strategies used by 3 leaders of a small nonprofit organization in the mid-Atlantic region of the United States through the conceptual lens of modern portfolio theory. Data were collected via in-depth semistructured interviews, and member checking was used to facilitate accuracy, consistency, and integrity. Methodological triangulation included a document review and analysis of financial statements, tax returns, strategy objectives, the organizational website, social media, and nonprofit data reports. Data from documents and interviews …
The Role Of Strategic Leadership In The Profitability Of Large Organizations, Bernard Yaw Owusu-Boadi
The Role Of Strategic Leadership In The Profitability Of Large Organizations, Bernard Yaw Owusu-Boadi
Walden Dissertations and Doctoral Studies
Large organizations in the United States endure a 30%-50% failure to achieve profitability. Senior executives' lack of strategies to ensure profitability diminish performance and economic growth. The purpose of this qualitative single case study was to explore strategies senior executives use to ensure profitability in large tax preparation organizations. The conceptual framework for this study was the resource-based view theory. The sample consisted of 2 board members and 3 senior leaders from a large tax preparation organization located in the United States. Study site participants had at least 15 years of experience in enhancing organizational profitability and 5 years of …
Short - Term Investing, Matt J. Abraitis
Short - Term Investing, Matt J. Abraitis
Senior Honors Projects
Launched in March of 1957, The Standard and Poor’s 500 Index (The S&P 500) was the first index to be published daily. Starting with an indicator in 1923 for 233 companies, and then growing to 416 in 1941, today it is used as a common benchmark for the health of the U.S. stock market with 500 companies. These 500 companies offer some of the largest stocks (claims of ownership in public American companies) in the United States although it is not the only index to gauge the health of the economy. In 2012, Standard & Poor’s combined its index operations …
Let's Listen To Sarma: Developing An Index Of Financial Inclusion For Nigeria., Baba N. Yaaba
Let's Listen To Sarma: Developing An Index Of Financial Inclusion For Nigeria., Baba N. Yaaba
Bullion
The National Financial inclusion Strategy of the Central Bank of Nigeria was designed to reduce the percentage of adult Nigerians excluded from financial services from 46.3 per cent as at 2070 to 20.0 per cent by 2020. As a component of the policy tool kit, the strategy makes provision for annual data gathering to measure progress in financial inclusion drive of the Bank. This approach and others recognised by the CBN are mostly survey based, hence occasional and expensive. ln order to facilitate cross-country comparison, this study adopted Sarma (2008, 2012) to compute a composite index for financial inclusion for …
Portfolio Asset Allocation On A Sector Rotation Strategy Triggered By Fed's Discount Rate, Jorge Luis Orozco
Portfolio Asset Allocation On A Sector Rotation Strategy Triggered By Fed's Discount Rate, Jorge Luis Orozco
Applied Economics Theses
The purpose of this project is to evaluate sector rotation strategies to determine if they out-perform market index strategies. This work will focus on the development of a portfolio strategy that will give portfolio managers and small investors the possibility to obtain higher returns with lower exposure. At the same time, it will give life to the market as it is a dynamic and vivid strategy.
Banco Solidario S.A.: The Recovery Strategy, 2000–2004, Karina Caballero, Mauricio A. Melgarejo, Enrique Ogliastri
Banco Solidario S.A.: The Recovery Strategy, 2000–2004, Karina Caballero, Mauricio A. Melgarejo, Enrique Ogliastri
Scholarship and Professional Work - Business
Five years passed since, in April, 2000, Kurt Koenigsfest took over as the Chief Executive Officer at Banco Solidario S.A. (BancoSol), in La Paz, Bolivia. BancoSol had become the top Latin American bank specializing in providing microbusiness services. Since its beginning in 1992, BancoSol achieved excellent results and became an international reference in the microcredit area. In mid-2000, external and internal factors caused its performance to deteriorate. Kurt and his management team set and implemented a strategy that led the bank to be rated as the best financial institution in the Bolivian financial system in 2004. The time had come …
Impact Of Regulatory Burden On Small Community Banks In Pennsylvania, Teresa L. Gregory
Impact Of Regulatory Burden On Small Community Banks In Pennsylvania, Teresa L. Gregory
Walden Dissertations and Doctoral Studies
Community bank managers are struggling with the implementation of the many new regulations promulgated over the past several years. The purpose of this qualitative multiple case study was to explore strategies community bank managers in Pennsylvania use to implement new financial regulations. The population of interest included all community banks in Pennsylvania. For purposes of this study, a community bank was defined in terms of an asset size less than $500 million. Two community banks in Pennsylvania were selected, and 3 participants at each bank were interviewed. The participants included the chief executive officer, the compliance manager, and a mortgage …
Strategic Risk Management In Agriculture, Steven Slezak
Strategic Risk Management In Agriculture, Steven Slezak
Steven Slezak
A presentation on the risk management issues that impact strategy in agribusiness and agriculture operations.
Do Market Anomalies Add Up?, Larissa C. Steinfeldt
Do Market Anomalies Add Up?, Larissa C. Steinfeldt
Undergraduate Honors Theses
This is a study about abnormal characteristics in the stock market and how to successfully use them in personal portfolios. Market anomalies are unexpected excess returns that occur in relation to certain variables. Five commonly known market anomalies (market cap, price-earnings ratio, price-book value, momentum, volatility) are tested to give evidence for their presence. Existing variables are then combined in different portfolios in order to observe whether they generate greater excess returns combined rather than individually. This study will also reveal whether long-term holding is possible and how the anomalies react in bullish and bearish markets.
Strategic Planning: A Dynamic Process, Steven Slezak
Strategic Planning: A Dynamic Process, Steven Slezak
Steven Slezak
A presentation outlining the steps taken to produce a thorough strategic business plan, along with the supporting analysis.
What Is Strategy?, Steven Slezak
What Is Strategy?, Steven Slezak
Steven Slezak
A presentation outlining the nature of strategy, emphasizing its paradoxical nature, describing its structure, and describing competitive advantage and the value chain.
Firm Strategy And The Internet In U.S. Commercial Banking, K. H. Goh, Robert J. Kauffman
Firm Strategy And The Internet In U.S. Commercial Banking, K. H. Goh, Robert J. Kauffman
Research Collection School Of Computing and Information Systems
As information technology (IT) becomes more accessible, sustaining any competitive advantage from it becomes challenging. This has caused some critics to dismiss IT as a less valuable resource. We argue that, in addition to being able to generate strategic advantage, IT should also be viewed as a strategic necessity that prevents competitive disadvantage in rapidly changing business environments. We test a set of hypotheses on strategic advantage and strategic necessity in the context of Internet banking investments among the entire population of the United States Federal Deposit Insurance Corporation (FDIC) banks from 2003 to 2005. We seek to understand whether …
Financial Services Innovation: Opportunities For Transformation Through Facial Recognition And Digital Wallet Patents, Debora S. Bartoo
Financial Services Innovation: Opportunities For Transformation Through Facial Recognition And Digital Wallet Patents, Debora S. Bartoo
Antioch University Full-Text Dissertations & Theses
Bringing innovation to the marketplace for new products and services involves creativity, a culture in which change flourishes, and leadership that thrives on transformation and complexity. This study explored the potential for market disruption or change based on innovations involving patents granted to nonfinancial services organizations that could affect financial services, specifically consumer or retail bank products. It involved analyzing documents related to recently granted patents and completing a mixed methods survey integrating the Delphi research technique. This method required multiple iterations of a survey presented to expert panelists or industry thought leaders to attempt to gain consensus ("Consensus", 2011) …
Business And Non-Profit Organizations Facing Increased Competition And Growing Customers' Demands (Vol. 10), Anna Ujwary-Gil
Business And Non-Profit Organizations Facing Increased Competition And Growing Customers' Demands (Vol. 10), Anna Ujwary-Gil
Anna Ujwary-Gil
The major issues analyzed in the papers referred to: • business and non-profit organizations as an object of scientific research, • business and non-profit organizations in market economy, • modern tools for business and non-profit organizations management • business and non-profit organizations – global and regional aspects, • financial aspects of managing business and non-profit organizations.
Local Financial Services Innovation: Local Management, Strategy And Change; A Field Investigation, Ann Catherine Nave
Local Financial Services Innovation: Local Management, Strategy And Change; A Field Investigation, Ann Catherine Nave
Chancellor’s Honors Program Projects
No abstract provided.
How Unilever Hpc-Na Sold Its Employees On The Balanced Scorecard, Bridget Lyons, Andra Gumbus
How Unilever Hpc-Na Sold Its Employees On The Balanced Scorecard, Bridget Lyons, Andra Gumbus
WCBT Faculty Publications
Unilever Home & Personal Care-North America (HPC-NA) not only takes marketing its products very seriously, but it heavily promotes its balanced scorecard to employees as well. No wonder Unilever HPC-NA successfully designed a unique strategy to communicate awareness of the BSC while encouraging its participation and use. Their experiences should prove valuable to other organizations implementing a balanced scorecard and to those just beginning to formulate a communications approach to internal stakeholders about its role, significance, and use. The Unilever HPC-NA marketing campaign provides an effective strategy that other firms may consider when marketing a balanced scorecard internally. The HPC-NA …
Dynamic Immunization And Transaction Costs With Different Term Structure Models, Eliseo Navarro, Juan M. Nave
Dynamic Immunization And Transaction Costs With Different Term Structure Models, Eliseo Navarro, Juan M. Nave
Journal of Actuarial Practice (1993-2006)
A bond portfolio selection model is developed in a dynamic framework using different term structures, but without transactions costs. We show that the optimal portfolios are consistent with Khang's dynamic immunization theorem, i.e., the optimal path consists of making portfolio duration equal to the investor's horizon planning period. The model is then extended to include transaction costs. The resulting optimal portfolios are no longer consistent with Khang's dynamic immunization theorem. In fact, the strategy for constructing the optimal portfolio consists of initially choosing a portfolio with a duration that is smaller than the horizon planning period.