| | | | | GRADING RUBRIC FOR SECURITIES ANALYSIS ASSIGNMENTS - |
| | Student: | | | Week 8 - Financial Institution Assigment | | Name of Assignment |
| | | | | Description of Evaluation |
| | | Failing, undeserving of credit | Passing, but below standard | Satisfactory, meets essential requirements | Superior Work and clearly above average | Work of Distinction |
| | | | | Related Grade |
| | | F | D-, D, D+ | C-, C, C+ | B-, B, B+ | A-, A, A+ | | Points for Assg. |
| | | | | | | | Input | 14.4 |
| | FINC440 Assignments | | | | | | Grade | Pts. Earned | Weight |
| | 1. Organization, format and presentation of assignment including introduction, analysis, and conclusion / summary. Must use appropriate subheadings in assignment. | Assignment fails to meet mininum standards of organizaton, format, and presentation. | Little attention afforded to the organization of the assignment. | Assignment is average and may have several blemishes; its organization is acceptable. Organization may not follow format including introduction, analysis, and conclusion / summary sections. | Assignment is neat and has few blemishes; its organization is very good and easily followed. Organization includes introduction, analysis, and conclusion / summary sections. | Assignment is extremely neat and has no blemishes; its organization is outstanding and very easily followed. Organization includes introduction, analysis, and conclusion / summary sections. | A+ | 15.00 | 15.00% |
| | 2. Effective utilization of appropriate Excel model for the assigned analysis. | Assignment fails to present an acceptable model for the required analysis. | Minimal effort to include an appropriate model. There may be weaknesses in the assumptions and output and the related discussion. | Utilized or developed a model for the analysis. Output may have obvious errors in output or assumptions. Interpretation and analysis could be improved. | Utilized or developed a model for the analysis. Output is mostly accurate. Interpretation and analysis are very good and mostly informative. | Utilized or developed proper model for the analysis. Output appears to be correct. Interpretation and analysis are extremely thorough and informative. | A+ | 20.00 | 20.00% |
| | 3. Interpretation and presentation of results. | No significant effort is made to interpret the results and any analysis is cursory. | A poor effort is made to present the results of the analysis. The results are not well documented and defended. There may be errors in the analysis. | Effort is made to present the results of the analysis. The results are marginally documented and defended. There may be errors in the analysis. | A well-designed and complete presentation is made of the results of the analysis. The results are mostly documented and defended. | A well-designed and extremely thorough presentation is made of the results of the analysis. The results are very clearly documented and defended. | A+ | 20.00 | 20.00% |
| | 4. Utilization of most recent Form 10K Report and Annual Report, etc. | No documented or obvious use of company's' Form 10K Report and Annual Report. | Little evidence of use of the Form 10K Report and Annual Report in preparing the analysis. | Paper provides some (to average) indication that Form 10K Report and Annual Report were researched for the paper. | Paper includes some references to significant items of information from Form 10K Report and Annual Report. | Paper demonstrates comprehensive use and understanding of information in Form 10K Report and Annual Report. | A+ | 15.00 | 15.00% |
| | 5. Assignment avoids referring to a Company as They, Their, Them, Themselves. Also avoids the use of personal pronouns to every extent possible. | Assignment fails to address the Company properly. May contain many personal pronouns. | Excessive number of occurrences referring to the Company as They, Their, Them, Themselves. May have considerable number of personal pronouns. | Too many references to the Company as They, Their, Them, Themselves. May be many personal pronouns. | Limited number of references to the Company as They, Their, Them, Themselves. Tried to minimize the use of personal pronouns. | Assignment completely avoids improperly referring to Company as They, Their, Them, Themselves. Incidental and only minimum use of personal pronouns. | A+ | 10.00 | 10.00% |
| | 6. The presentation clearly explains how the textbook readings informed and contributed to the analysis; appropriate reference citations are included. | No obvious effort to use textbook readings for reference or other purposes. | Very little, if any, demonstration that the textbook readings informed the analysis. | Some use of textbook readings to prepare and support the analysis. | Good use of textbook readings to prepare and support the analysis. | Very effective use of textbook readings to prepare and support the analysis. Includes appropriate reference citations. | A+ | 10.00 | 10.00% |
| | 7. Writing, grammar, spelling & punctuation; Use of APA/MLA citation methodology. | Combination of grammar, spelling and punctuation errors that is unworthy of credit. Failure to provide proper reference citations or copying material without quotation marks and references. | Paper contains an unacceptably large number of spelling and typographical errors along with numerous mistakes in grammar and writing mechanics. | Paper contains numerous distractions that appear in a combination of the following forms: 1. Flow in thought; 2. Spelling and typographical errors; 3. Grammar / mechanics. | Paper contains minimal distractions that appear in a combination of the following forms: 1. Flow in thought; 2. Spelling and typographical errors; 3. Grammar / mechanics. | Paper is clear and concise and appropriate grammar is used throughout; all references are cited appropriately; paper does not have any significant errors. | A+ | 10.00 | 10.00% |
| | | | | | | | | 100.00 | 100.00% |
| | | | | | | | | Grade | Total |
| | | | | | | | | 14.40 | Points Earned |
| | | | | | | | | | | | | | | | | 0 |
| | | Scoring Lookup Table |
| | | A | 94 |
| | | A- | 90 |
| | | A+ | 100 |
| | | B | 85 |
| | | B- | 81 |
| | | B+ | 88 |
| | | C | 75 |
| | | C- | 71 |
| | | C+ | 78 |
| | | D | 65 |
| | | D- | 61 |
| | | D+ | 68 |
| | | F | 40 |
| | | F- | 0 |
| | | F+ | 55 |
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WK8RubricFinancialInstitutionAnalysis072514.xlsx
