Excel/Written Finance Project

Poss.

Pts.

Pts

1. Title Page with Names of Bank Holding Companies and Names of Students preparing project.

5

2. Table of Contents

5

3. Introduction (Includes a discussion of the CAMELS rating system and the two bank holding companies which are the focus of this report.

10

4. Capital Adequacy

10

5. Asset Quality. (This would include a comparison of the Uses of Funds with a Focus on Loan Portfolios and their Risk Exposure)

10

6. Management (The capabilities of the board of directors and management to identify, measure, monitor, and control the risks of an institution’s activities. )

10

7. Earnings (Focus on Profitability and Changes in Profits)

10

8. Liquidity Risk (Include an analysis of the Liquidity Indicators and the needs for liquidity based on Deposit Composition)

10

9. Sensitivity to Market Risk---Interest Rate Risk

10

10. Conclusion

10

11. Integration of Graphics, Flow of Paper ,Consistency across topics, Effective Organization of Project

10

Total Points