Finance Stage 1 (late)

Research Project Stage 1 Rubric Course: FINC 335 Model FINTECH, Financial Institutions, and Markets (2218)

/ 40

/ 40

Criteria Excellent (90 and Above)

Good (80 and Above) Acceptable (70 and Above)

Below Average (60 and Above)

Poor (30 and Below) Incomplete (20% and Below)

Criterion Score

Forecast of

Economic Trends

and Interest Rates

(Evaluate what

drives the term

structure of interest

rates; Identify the

main functions of

the Federal Reserve

and how the Federal

Reserve affects the

money supply).

(40% of the paper

grade)

Treasury Yield

Curves (Evaluate

what drives the

term structure of

interest rates). (20%

of the paper grade)

40 points

Outstanding and very

thorough development

and articulation of a

forecast of economic

trends and interest

rates.

32 points

A good effort is made to

develop a forecast of

economic trends and

interest rates.

28 points

The project contains

some a forecast of

economic trends and

interest rates, however,

this part of the project

should be much more

developed.

24 points

Only a superficial effort

to develop a forecast of

economic trends and

interest rates.

12 points

Only a poor effort to

develop a forecast of

economic trends and

interest rates.

0 points

The student did not

complete this part of the

project or the student's

effort unworthy of

credit

40 points

Outstanding effort to

develop Treasury yield

curves analysis.

32 points

A good effort to develop

Treasury yield curves

28 points

Satisfactory effort made

to present some data for

the trend analysis of the

Treasury yield curves,

but the analysis should

be considerably more

developed.

24 points

Only a superficial effort

to develop Treasury

yield curves analysis.

12 points

Only poor effort to

develop Treasury yield

curves.

0 points

Virtually no effort to

develop Treasury yield

curves; unworthy of

much credit.

/ 5

/ 4

Criteria Excellent (90 and Above)

Good (80 and Above) Acceptable (70 and Above)

Below Average (60 and Above)

Poor (30 and Below) Incomplete (20% and Below)

Criterion Score

Reflection – the

student should

write a paragraph in

their own words

reflecting on

specifically what

they learned from

the assignment and

how they think they

could apply what

they learned in the

workplace or in

theireveryday life.

(5% of the project

grade)

Organization,

Format and

Presentation of

Paper including the

Title page,

Introduction, Body,

and Summary. Each

section of the paper

must begin with

sub-headings. (4%

of the project grade)

5 points

Outstanding and very

thorough effort to write

in their own words

reflecting on specifically

what they learned from

the assignment and how

they think they could

apply what they learned

in the workplace or in

everyday life.

4 points

Very good effort made

to write in their own

words reflecting on

specifically what they

learned from the

assignment and how

they think they could

apply what they learned

in the workplace or in

everyday life.

3.5 points

Some effort made to to

write in their own words

reflecting on specifically

what they learned from

the assignment and how

they think they could

apply what they learned

in the workplace or in

everyday life.

3 points

Below average effort

made to to write in their

own words reflecting on

specifically what they

learned from the

assignment and how

they think they could

apply what they learned

in the workplace or in

everyday life.

1.5 points

Only poor effort made

to to write in their own

words reflecting on

specifically what they

learned from the

assignment and how

they think they could

apply what they learned

in the workplace or in

everyday life.

0 points

The student did not

complete this part of the

project; unworthy of

credit.

4 points

Paper is organized and

very easily followed.

The paper follows APA

format and contains no

or very few errors.

3.2 points

Paper is neatly

presented without major

blemishes and is

generally well-organized

2.8 points

Paper has prominent

blemishes in

presentation and may

have some weaknesses

in organization

2.4 points

There appears to be a

below average logical

organization of the

paper's contents

1.2 points

There appears to be a

poor logical organization

of the paper's contents

0 points

The student did not

complete this part of the

project or the student's

effort unworthy of

credit

/ 3

/ 3

Criteria Excellent (90 and Above)

Good (80 and Above) Acceptable (70 and Above)

Below Average (60 and Above)

Poor (30 and Below) Incomplete (20% and Below)

Criterion Score

Use of Tables,

figures, and other

graphics to

summarize and

support analysis

presented in paper.

All tables and charts

should have the

numbering system,

the title, and the

note to reference

the source of the

information. (3% of

the project grade)

Logical and smooth

flowing transitions

and relationships

among sections of

the written report.

(3% of the project

grade)

3 points

Tables, figures and other

graphics are very

descriptive and provide

exceptionally strong

support for the paper;

there are no errors in

labels or in the

numbering sequence

2.4 points

Tables, figures and other

graphics are descriptive

and provide a sufficient

support for the paper;

they are properly

labeled and numbered

2.1 points

Tables, figures and other

graphics provide

marginal support for the

paper; some labels may

be incomplete; there

may be some problems

with the numbering

sequence

1.8 points

Use of tables, figures

and other graphics in

support of paper is

below average.

0.9 points

Use of tables, figures

and other graphics in

support of paper is poor.

0 points

The student did not

complete this part of the

project or the student's

effort unworthy of

credit

3 points

Transitions are used

throughout the written

analysis and provides a

logical transition from

topic to topic.

2.4 points

Good transitions used in

most sections

2.1 points

Some transitions used in

paper

1.8 points

Below average effort

made to provide

appropriate transitions

0.9 points

Only a poor effort made

to provide appropriate

transitions

0 points

The student did not

complete this part of the

project or the student's

effort unworthy of

credit

Total / 100

Overall Score

/ 5

Criteria Excellent (90 and Above)

Good (80 and Above) Acceptable (70 and Above)

Below Average (60 and Above)

Poor (30 and Below) Incomplete (20% and Below)

Criterion Score

Research sources

and significance of

information and

data applying

appropirate

technology tools to

solve business

problems, APA

citations, double-

spaced, 12-point

font Times New

Roman (5% of the

project grade)

5 points

Successful

identification and use of

appropriate and

professional research

sources including Library

Search Engines,

Websites, S&P, SEC,

stock exchanges,

Morningstar, NYSE,

Competitors, 10K

Report, analyst reports,

news releases, articles,

etc.; appropriate and

accurate documentation,

APA citations are

accurate and of the

highest level.

4 points

A good effort to identify

and use appropriate and

professional and

supporting research

sources; appropriate and

professional use of APA

documentation, use of

double spaced, with

one-inch margins, and

use 12-point Times New

Roman font.

3.5 points

Some effort to identify

and use appropriate and

professional and

supporting research

sources with some

documentation

3 points

Below average effort to

use professional and

supporting research

sources

1.5 points

Only a poor effort to use

professional and

supporting research

sources

0 points

The student did not

complete this part of the

project or the student's

effort unworthy of

credit

Excellent (90 and Above) 90 points minimum

Good (80 and Above) 80 points minimum

Acceptable (70 and Above) 70 points minimum

Below Average (60 and Above) 60 points minimum

Poor (30 and Below) 20 points minimum

Incomplete (20% and Below 0 points minimum