Stage 2 Fin

Research Project Part 2 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

Bond performance

analysis and interest

rates trends.

(Explain the

characteristics and

roles of the various

financial markets).

(40% of the project

grade)

Stock Market

Indexes analysis.

(Explain the

characteristics and

roles of the various

financial markets)

(40% of the project

grade)

40 points

Outstanding and very

thorough development

and articulation of bond

performance analysis.

Very clear linkages

between interest rates

trends analysis,

bondmarket analysis,

and investment

decisions and

recommendations.

32 points

A good effort is made to

develop bond

performance analysis.

Well developed linkages

between interest rates

trends analysis, bond

market analysis, and

investment decisions

and recommendations.

28 points

The project contains

some bond performance

information, but the

analysis should be

considerably more

developed.

24 points

Only a superficial effort

to develop bond

performance analysis.

12 points

Only a poor effort to

develop bond

performance analysis.

0 points

Virtually no effort to

develop bond

performance analysis ;

not worthy of credit.

40 points

Excellent and successful

effort to create stock

market indexes

analysis; very clear

linkages between

economic trends, stock

market indexes analysis,

and investment

decisions and

recommendations.

32 points

A good effort to develop

stock market indexes

analysis , the result are

well explained and

analyzed; well

developed linkages

between economic

trends, stock market

indexes analysis, and

investment decisions

and recommendations.

28 points

Satisfactory effort made

to develop stock market

indexes, but the analysis

should be considerably

more developed.

24 points

Only a superficial effort

to develop stock market

indexes analysis.

12 points

Only a poor effort to

develop stock market

indexes.

0 points

Virtually no effort to

develop stock market

indexes analysis; not

worthy of 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

students should

write a paragraph in

their own words

reflecting on what

they learned from

the assignment and

how they think they

could apply what

they learned in the

workplace or in

everyday life. (5% of

the project grade)

Organization,

Format, and

Presentation of

paper including

introduction, body,

and summary. Each

section has sub-

headings. (4% of the

project grade)

5 points

Outstanding effort to

write a paragraph in

their own words

reflecting on 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

Good effort write a

paragraph in their own

words reflecting on

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

write a paragraph in

their own words

reflecting on 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 write a

paragraph in their own

words reflecting on

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 write a paragraph in

their own words

reflecting on 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; not worthy 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, ,

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