Recommendations to Mutual Fund Managers

Note: In Weeks 1 and 2, you submitted Parts 1 and 2 of your Company Profile. This week, you will complete Part 3 of the profile as well as your recommendations to the managers of the mutual fund.

As a reminder of the scenario, you have been hired by a mutual fund as a management consultant to evaluate a publicly held company that the fund is considering adding to its holdings. Specifically, you will appraise the company’s work environment/organizational culture, financial stability, domestic and international financial growth opportunities, ethical practices, diversity/composition of its board of directors, corporate social responsibility practices, and evidence-based decision-making practices. Based on your evaluation, you will develop an 8- to 10-page report (in total throughout Weeks 1–3) for the managers of the mutual fund that will include your recommendations as to whether this company aligns with the mutual fund’s investment philosophy, which emphasizes companies that are recognized for their practices related to ethics, social responsibility, and global expansion.

In your report, be sure to include relevant citations from the Learning Resources, the Walden Library, and/or other appropriate academic sources to support your work.

To prepare for this Assignment: (Module 1 is attached)

  • Return to your Module 1 Assignment Template to complete Part 3 of your Company Profile, as well as your Recommendations to the Mutual Fund Managers.


Submit your evaluation of value to shareholders, to include the following:

Company Profile, Part 3 (1 page)

  • Evaluate the company on its value to shareholders in the following area, being sure to provide relevant examples, details, and citations to support your evaluation:
    • Evidence-based decision-making practices

Recommendations to Mutual Fund Managers (1–2 pages)

  • Based on your assessment of the company, synthesize your recommendations of whether or not to add the company to the holdings of the mutual fund. Be sure to justify your recommendations, with appropriate supporting details and references to relevant sources.

Refer to the Week 3 Assignment Rubric for specific grading elements and criteria. Your Instructor will use this grading rubric to assess your work.


****Complete Part 3 ONLY of the attached Module 1 Assignment Template. I also attached Assignment from last week if you need it to look back on. Company used is PepsiCO.