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Calculate returns and riskiness of returns for various assets

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Objective: Calculate returns and riskiness of returns for various assets Introduction: Standard deviation is a proven mathematical methodology to measure the level of volatility for return on investments. When financial managers compare two funds with identical annualized returns, the fund with a lower standard deviation is typically the most attractive. The most common measure used for fund evaluation is standard deviation. Activity Details: Step 1: Introduction about Standard Deviation and Risk Provide a definition and introduction about “standard deviation” and explain how it is used to quantify risk. The overall written analysis essay should include a minimum of three references cited within the content of the paper and the reference page according to APA guidelines. Step 2: Standard Deviation 5 Step Procedure Examine, in order, the five-step procedure for finding the standard deviation. Provide a brief description of each step and its purpose when possible. Review internal course readings and external sites about the standard deviation five-step procedure. Note: you may find external sites that use more than five steps. It is okay to include and write about more than five standard deviation steps. Optional: Insertion of an Excel example Describe and address: • How to calculate the expected rate of return of the investment • Why it is best practice to subtract the expected rate of return of 15% from each of the possible rates of return and square the difference? • Explain the purpose for multiplying the squared differences calculated in step 2 by the probability that those outcomes will occur • Why it is necessary to sum all the values calculated in step 3 together? • What does the square root of the variance calculated in step 4 describe? Step 3: Asses and Conclude • Assess whether it is possible to diversify away the risk inherent in investments • Assess whether the standard deviation of a portfolio is, or is not, a weighted average of the standard deviations of the assets in the portfolio • Write a brief summary conclusion of what you have learned about “standard deviation” and how it is used quantify risk

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Write a function called calc_product_cost that returns the total cost of an item after the tax has been added to the product.

Assignment 2

Assignment 2 Weight 30% Marked out of 100 Due date: 8 October 2021

Please submit the CODE in readable format (NOT SCREEN CAPTURE) and OUTPUT for all programming questions. You will submit this assignment electronically in the ASSESSMENT area of the Study Desk.
For this assignment we will use the Brewers database Chapter 4 that comes with the textbook (script available under link to this file). The script to create the databases is included as a file in Assignment 1 section of the course website as well as Week 2 on the study desk. You will need to run the scripts to create the needed database tables. If you are using your own Oracle insulation the script should work as normal.
IMPORTANT NOTES – PLEASE READ BEFORE YOU BEGIN WORK

  1. This assignment prepares you for the examination and you should consider each hour devoted to the assignment as an hour devoted to exam preparation.
  2. I urge you not to give up if you are unable to do all the questions. Do as many as you can and submit what you have done.
    For this assignment we will use the Brewers database that comes with the textbook. The script to create the databases is included as a file in the assignment 1 section of the Moodle course web site. You will need to run the scripts to create the needed database tables. If you are using your own Oracle insulation the script should work as normal.
    The structures and information about the tables is located in Appendix A (Page 423) of the Casteel textbook. The structure of the tables used in this assignment questions is reproduced at the end of this document.

Please Read Carefully before starting.
There are four(4) questions valued a total of 100 marks. You need to provide a well-structured and documented solution to the problems.
With your code solution you also need to provide the source code in editable format copy and paste in the submission file (NOT SCREEN CAPTURE).
The resulting output of the running solution you can use the screen capture or text copy and paste into the document. You can use the screen capture features of the OS you are using. For Windows you can use the ‘print current window capture’ key stroke ‘Alt-Shift-Print Screen’. Depending on your keyboard you may have to use the function key as well. You can also use the default capture tool, search for ‘Snipping Tool’ in start menu. For Apple Mac use ‘Command (?)-Shift-4’ and select screen to capture.
Important Programming Requirements:
• You must NOT use any Implicit Cursors, or Cursors with table joins, subqueries, set operators, group functions or SQL aggregate functions (such as COUNT).
• Explicit Cursors should be declared as parametrized cursors when used in functions or procedures.
• The PL/SQL anonymous block must be ONE block only to call the relevant procedures or functions. Do NOT write a block to perform each task of the specifications.
Question 1 (30 marks)
a)
Write a function called calc_product_cost that returns the total cost of an item after the tax has been added to the product. The function has two IN parameters IDSHOPER and IDPRODUCT and returns a number as a result of the function execution. If IDSHOPER or IDPRODUCT or Customer STATE value does not exist in the relevant tables the function should return NULL as the result. You need to return the NULL result explicitly. The function calculates cost of an item based on the item cost and percentage tax charged for the state the customers address is in. (10 marks)
b)
Write an SQL statement that displays customer details (ID, First Name, Last, Name, State) and total to be paid for each customer for product in the BB_PRODUCT table whose ID is 2 by calling the calc_product_cost function. Rename the resulting filed from the function call TOTAL_COST. (5 marks)
c)
Write a function called sf_total_order_item_cost which takes in three IN parameters IDSHOPER, IDBASKET and IDPRODUCT. The function returns the total cost on the order for an item for the customer. The cost of the item is calculated by calling calc_product_cost and multiplying it by the quantity in the order. (5 marks)
d)
Write a procedure (called sp_report_on_products) that takes a single IN parameter Product ID and creates a report to the screen as follows. For every customer in the table create a report using the DBMS_OUTPUT module to print the Customer Last Name, First Name first character with full stop, State, Product Description, Product Cost, Tax, Total Cost, by calling the sf_total_order_item_cost function.
Format for the line output.
LASTNAME, FIRSTNAME, Product: ‘DESCRITION’ Cost: $9999.99, Tax: $9999.99, Total Cost: $9999.99.
Example dummy output
John, C. Product: ‘Some product description here’ Cost: $13.75, Tax: $0.56, Total Cost: $14.31.
The tax calculated is the sum of tax that each customer would have for all the orders of that product.
After processing all the customers display the following information.
Total customers processed XXXX and total tax calculated for all orders is $9999.99.
Call the procedure from an anonymous block and capture the results. (10 marks)
Question 2 (20 marks)
The Brewers Company is concerned about possible unauthorised changes to customer orders that may compromise the companys profit.
Your task is to create a database trigger to monitor such changes to some important columns in the BB_BASKET table.
Important Setup:
Create a copy of the BB_BASKET table in your own schema by using the following command:
CREATE TABLE CUSTOMER_COPY AS SELECT * FROM BB_BASKET;
Create a table to store change logs (call the table TMP_CHANGELOG) to hold the following fields IDBASKET, QUANTITY, SUBTOTAL, TOTAL and LOG_DATE. You will need to refer to the relevant table for field types and sizes. The LOG_DATE field will contain the system date.

  1. Create a database trigger with the following specification:
    • fires AFTER an UPDATE on CUSTOMER_COPY table.
    • fires if there is any change to QUANTITY, SUBTOTAL or TOTAL columns of the CUSTOMER_COPY table.
    • fires for each row changed.
    • inserts a first row: the affected IDBASKET column, the OLD values of the QUANTITY, SUBTOTAL and TOTAL columns and the current date into the table TMP_CHANGELOG.
    • inserts a second row: the affected IDBASKET column, the NEW values of the QUANTITY, SUBTOTAL and TOTAL columns and the current date into the table TMP_CHANGELOG. (10 Marks)
  2. Test the trigger with the following specification:
    • Go ahead and make a change to CUSTOMER_COPY table by issuing the following command:
    UPDATE CUSTOMER_COPY
    SET QUANTITY = 99, TOTAL = 99.99
    WHERE IDBASKET = 12;
    (5 Marks)
  3. For second test write a DML statement that sets the SUBTOTAL value in CUSTOMER_COPY table for the IDBASKET 12 to 50% of the TOTAL value currently recorded for that row. (5 marks)
    Provide copy of your code and capture of the execution output.
    Question 3 (30 marks)
    This question has a few section (procedures and functions) described. You are free to write helper procedures or functions but they will have to have high cohesion and low coupling (do one thing only and not be reliant on external values).
    1) Create a PL/SQL procedure called sp_shopping_month which has an IN parameters for the year and the month. The procedure will display to the screen the following information for each basket created (DTCREATED) for that year/month. The information needs to be retrieved using an explicit cursor. (5 marks)
    Basket BASKEID has a total of BASKET_TOTAL plus SHIPPING total cost of order BASKET_TOATL_PLUS_SHIPING
    2) Write a function called sf_total_shipping which takes in the date parameter and returns the calculated cost of shipping for all the baskets which have been created in that year/month. (5 marks)
    3) Write a procedure called sp_uncommitted_order_month which reports on all the baskets created but where the order has not been placed (ORDERPLACED) for all the baskets in the table. The output should be as follows. (5 marks)
    There are COUNT numbers of orders created but not finalized with a total of $AMOUNT.XX and total shipping cost of $SHIPPING.XX.
    4) Write a procedure called sp_report_shopping_totals that will produce the following output in the format specified bellow. The procedure needs to use explicit cursor/s for each year starting with the oldest year and produces a summary of the shopping for that month.
    The years and month output needs to be in ascending order.
    Example dummy output only as a guideline. You will need to replace the uppercase fields with the necessary values
    Year YYYY
    January
    Basket BASKEID has a total of BASKET_TOTAL plus SHIPPING total cost of order BASKET_TOATL_PLUS_SHIPING
    Basket BASKEID has a total of BASKET_TOTAL plus SHIPPING total cost of order BASKET_TOATL_PLUS_SHIPING
    Total Shipping for the month $SHIPPING.99

March
Basket BASKEID has a total of BASKET_TOTAL plus SHIPPING total cost of order BASKET_TOATL_PLUS_SHIPING
Total Shipping for the month $SHIPPING.99
Year YYYY
February
Basket BASKEID has a total of BASKET_TOTAL plus SHIPPING total cost of order BASKET_TOATL_PLUS_SHIPING
Total Shipping for the month $SHIPPING.99
Total number of baskets processed COUNT total income of all orders is $AMOUNT.99 total shipping cost $SHIPPING.99.
There are COUNT numbers of orders created but not finalized with a total of $AMOUNT.99 and shipping cost of $SHIPPING.99.
(10 marks)
Write an anonymous block should only have to call sp_report_shopping_totals which will contain the logic to display the requested output. Your solution for the final output needs to use the functions and procedures defined previously. Due to the data in the tables you will only have one year on the report. Your code needs to work when more data is added. (5 marks)
Provide copy of your code and capture of the execution output.

Question 4 (20 marks)
a) Write a stored function called is_number which takes one IN parameter and returns a number if the input can be converted to a number otherwise the function should return an appropriate result. The function needs to correctly identify if the parameter can be converted to a numeric value. The function should work in PL/SQL as well as with SQL statements. (5 marks)
b) Write an SQL statement to use is_number which passes in test values is_number(‘123’) and is_number(‘12a3’) and returns the result. Provide the SQL code and captured output. (make sure you change the quotes if copying from this document as Word uses the wrong characters for single quote characters) (5 marks)
c) Write a stored procedure called sp_number_conversion which has a single IN parameter and a single OUT parameter. The IN parameter takes in a string to convert and the out parameter will contain a message depending on the success or fail of the conversion operation.
On success
‘Converted ‘Input_Value’ to value XXXXX’.
On failure
‘Unable to convert ‘Input_Value’ to a number’.
where ‘Input_Value’ is the value passed to procedure as the IN parameter. (5 marks)
d) Write an anonymous block of code that will loop and break up the string below into sections and pass them to sp_number_conversion procedure. Print out the result from calling the procedure for each data passes into the procedure
String to process
‘12345, 3.14e3, a123, 123a, 12a3, SixtySix, -12.34, +12.56’
(5 Marks)

Table Structures with field types
BB_SHOPPER

BB_PRODUCT

BB_BASKET

BB_BASKETITEM

BB_TAX

BB_SHIPPING

MARKING CRITERIA

  1. Specified procedures, functions with the requested parameters
  2. The code executes without error messages.
  3. The code produces the required output.
  4. The code addresses the specification and provides a solution to every element in the specification.
  5. The code is well structured and, where applicable, adopts an optimal and sophisticated approach to PL/SQL.
  6. The programing units have been separated into necessary functions and procedures.
  7. Exceptions need to be catered for appropriately in procedures and functions.
  8. Cursors used as specified in the specifications.
  9. The code is well commented and well structured.
    Academic misconduct
    Please ensure that you do not share any information about your assignment with anyone. Do not accidentally leave printouts or USB drives that contain your assignment details where someone else can access them. Make sure not to store your assignments on a computer where another student can access your assignment.
    Academic misconduct is unacceptable and includes plagiarism, collusion and cheating. You will find further explanation if you follow the link on the USQ home page to -Current Students- or https://social.usq.edu.au/study-tips/slides/keep-clear-plagiarism.
    • This assignment must be all your own work
    • The source of all information must be correctly cited and referenced
    • Do not leave printouts for other people to access your work
    • Do not leave USB with assignments plugged in public computers
    Assignment that do not adhere to these requirements have the potential to be deemed to be the result of academic misconduct. Please make sure to read the USQ policies.
    Should you have any queries regarding this assignment, please do not hesitate to email the course examiner.
    Assessment policy
    Please ensure to check the USQ assessment procedure http://policy.usq.edu.au/documents/14749PL.
    Late submission of Assignments
    Students can apply for an extension of time, to submit an assignment, at any time up to the deadline. You will see a specific Assignment extension request submission has been set up for this purpose. Any requests for extension must be made there and follow the USQ policies (Assessment: http://policy.usq.edu.au/documents/14749PL, Compassionate and Compelling Circumstances: http://policy.usq.edu.au/documents/131150PL).
    Please note the maximum number of days that can be applied for in http://policy.usq.edu.au/documents/14749PL.
    Grade calculation
    Please ensure that when you calculate your grade for an assignment to consider the weighting of the assessment as well

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Ethical Investing – Fad or Real Returns?

Students are required to submit a short research paper of 2500 words (+/- 250 words, excluding table of contents, bibliography, tables, charts etc.) The paper will deal with introducing the topic, identifying key issues, current state of activity in the area, and future directions. The students will deliver on these items by identifying and using the leading research in the area from the latest editions of major finance journals; use at least four peer reviewed academic articles, and four credible professional/business journals, newspapers or magazines.

The written research paper should provide a comprehensive overview of the topic by integrating the topics covered in this course as they impact the area. Special consideration will be paid to the integration of finance topics while grading these projects. As such, students are encouraged to develop their papers in a manner which will highlight their understanding and integration of the topics covered in this course as part of their research project.

Proposed Research Topics List

  • Ethical Investing – Fad or Real Returns?
  • The Emerging Role of Bitcoin – Fact and Fiction
  • Canadian Financial Institutions in the World Market – Players or Spectators?
  • High Frequency Trading – Challenges and Opportunities
  • Falling Oil Prices and their Long-term and Short-term Impact on the Ordinary Investor
  • The Rise of Cyber Crime – How to Protect Against Personal Financial Exposure
  • The Greek Financial Crisis – Impact on EU and the World Economy
  • Sections of the paper must include
  • Introduction
  • Key Issues and terms
  • Current State analysis
  • Future directions

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Writers Solution

Ethical Investing – Fad or Real Returns?

Students are required to submit a short research paper of 2500 words (+/- 250 words, excluding table of contents, bibliography, tables, charts etc.) The paper will deal with introducing the topic, identifying key issues, current state of activity in the area, and future directions. The students will deliver on these items by identifying and using the leading research in the area from the latest editions of major finance journals; use at least four peer reviewed academic articles, and four credible professional/business journals, newspapers or magazines.

The written research paper should provide a comprehensive overview of the topic by integrating the topics covered in this course as they impact the area. Special consideration will be paid to the integration of finance topics while grading these projects. As such, students are encouraged to develop their papers in a manner which will highlight their understanding and integration of the topics covered in this course as part of their research project.

Proposed Research Topics List

  • Ethical Investing – Fad or Real Returns?
  • The Emerging Role of Bitcoin – Fact and Fiction
  • Canadian Financial Institutions in the World Market – Players or Spectators?
  • High Frequency Trading – Challenges and Opportunities
  • Falling Oil Prices and their Long-term and Short-term Impact on the Ordinary Investor
  • The Rise of Cyber Crime – How to Protect Against Personal Financial Exposure
  • The Greek Financial Crisis – Impact on EU and the World Economy
  • Sections of the paper must include
  • Introduction
  • Key Issues and terms
  • Current State analysis
  • Future directions

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  • Timely Delivery. capitalessaywriting.com believes in beating the deadlines that our customers have imposed because we understand how important it is.
  • Customer satisfaction. Customer satisfaction. We have an outstanding customer care team that is always ready and willing to listen to you, collect your instructions and make sure that your custom writing needs are satisfied
  • Privacy and safety. It’s secure to place an order at capitalessaywriting.com We won’t reveal your private information to anyone else.
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  • Enjoy our bonus services. You can make a free inquiry before placing and your order and paying this way, you know just how much you will pay. A verdict was rendered against three parent chaperones. How was the third parent included in the case?
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Compute financial ratios, time value, variables, and returns using industry standard tools for optimizing financial success

 Part II Overview

For this part of the final project, you will be given a scenario in which you are asked to illustrate your financial computation and analysis skills. This part of the assessment addresses the following course outcomes:

  Compute financial ratios, time value, variables, and returns using industry standard tools for optimizing financial success

  Analyze corporate financial data for multiple companies in evaluating past and future financial performances

Part II Prompt

For this section of your employment exam, you will select two companies. The first company needs to come from your TDAU thinkorswim portfolio. The second needs to be a competitor of the first company from the same industry. You will be responsible for collecting, synthesizing, and making decisions regarding both companies. After evaluating these companies’ financial data, you will then decide which company’s stock is the better investment.

This section of your employment examination must be submitted in two parts. Part A will contain the workbooks that house all of your quantitative data and formulas, along with any of the information that is relevant for your chosen companies. Part B will contain your answers to the questions asked below, composed in a cohesive manner. If you are referring to data that is found within the workbooks in Part A, be sure to include a citation—for example, “rate of return is 3.570 USD (E64, WB2),” where E64 is the cell that the calculation took place in and WB2 is designating “workbook 2.” This ensures that your instructor can quickly and accurately check data entry, formula use, and financial calculations.

Your submission must address the following critical elements:

Preparing the Workbooks

Download the annual income statements, balance sheets, and cash flow statements for the last three completed fiscal years for your chosen

companies. This information must be included in your final submission.

Prepare a worksheet for each of the companies to display their financial data for the last three fiscal years. Ensure your data is accurate and

organized. Include these worksheets as a workbook in your final submission.

Find historical stock prices for both companies and add this information to the respective spreadsheets. Consider the appropriate date range

you should use.

Three-Year Returns

What is the three-year return on the stock price of the first company (Company A)? How is the stock performing? Ensure that you use the appropriate formula in your spreadsheets to calculate the three-year return on the given company’s stock price.

What is the three-year return on the stock price of the second company (Company B)? How is this stock performing? Ensure that you use the appropriate formula in your spreadsheets to calculate the three-year return on your chosen company’s stock price.

How do these two stocks compare in terms of three-year returns? What does this indicate about these two companies?

III. Financial Calculations

Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the price-to-earnings ratio for the last three fiscal

years of the given and your chosen companies. Be sure that you are entering and using the correct formula.

Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the debt-to-equity ratios for the last three fiscal years

of the given and your chosen companies. Be sure that you are entering and using the correct formula.

Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the return-on-equity ratios for the last three fiscal

years of the given and your chosen companies. Be sure that you are entering and using the correct formula.

Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the earnings per share for the last three fiscal years of

the given and your chosen companies. Be sure that you are entering and using the correct formula.

Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the profit margins for the last three fiscal years of the

given and your chosen companies. Be sure that you are entering and using the correct formula.

Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the free cash flows for the last three fiscal years of the

given and your chosen companies. Be sure that you are entering and using the correct formula.

IV. IndustryAverages

Obtain current industry averages of three of the financial calculations above for both companies and add this information to your spreadsheet for comparison. Ensure the accuracy and organization of your data.

In this context, how is each company’s financial health? How do these two companies compare to one another? Consider the appropriate date range you should use.

V. Performance Over Time

Analyze the performance of the Company A over time. What financial strengths and weaknesses does this company have? Consider addressing

the free cash flows and ratios you calculated earlier.

Analyze the performance of your Company B over time. What financial strengths and weaknesses does this company have? Consider addressing

the free cash flows and ratios you calculated earlier.

Analyze how the data differ between these two companies. Why do you think this is? Consider addressing the free cash flows and ratios you

calculated earlier.

VI. Investment

Are the companies considered growth or value companies? Why?

Which company’s stock is the better investment? Consider supporting your answer with data.