Financial Statement Analysis and Investment Management Services for College Students

Persistent Link:
http://hdl.handle.net/10150/579281
Title:
Financial Statement Analysis and Investment Management Services for College Students
Author:
Graham, Ryan Everett
Issue Date:
2015
Publisher:
The University of Arizona.
Rights:
Copyright © is held by the author. Digital access to this material is made possible by the University Libraries, University of Arizona. Further transmission, reproduction or presentation (such as public display or performance) of protected items is prohibited except with permission of the author.
Abstract:
Much research has been conducted on the costs and benefits of performing in-depth financial statement analysis of individual companies. Myself and three other students from the Eller College of Management analyzed Taser International, Inc. (Ticker: TASR) as part of the annual CFA Investment Research challenge. This was a time-intensive learning experience, and our team placed second in the Southwest region. The question is, was this research worth our time? This paper assesses the financial knowledge of various college-educated students. A self-conducted questionnaire revealed that students for the most part do not invest, have mixed financial knowledge, and about half would trust a computer to manage their investments. Most college students should not be using financial statement analysis due to their lack of experience and education in financial topics, and most should consider low-cost investment management services. This study also takes it one step further by analyzing the various alternatives available for those looking to invest their money. Although most college students do not have the wherewithal to participate in cost efficient buying and selling of individual stocks, there are multiple smartphone applications and low-cost investment management services that now provide services once reserved for the ultra-wealthy.
Type:
text; Electronic Thesis
Degree Name:
B.S.B.A.
Degree Level:
bachelors
Degree Program:
Honors College; Finance
Degree Grantor:
University of Arizona
Advisor:
Singh, Arvind

Full metadata record

DC FieldValue Language
dc.language.isoen_USen
dc.titleFinancial Statement Analysis and Investment Management Services for College Studentsen_US
dc.creatorGraham, Ryan Everetten
dc.contributor.authorGraham, Ryan Everetten
dc.date.issued2015en
dc.publisherThe University of Arizona.en
dc.rightsCopyright © is held by the author. Digital access to this material is made possible by the University Libraries, University of Arizona. Further transmission, reproduction or presentation (such as public display or performance) of protected items is prohibited except with permission of the author.en
dc.description.abstractMuch research has been conducted on the costs and benefits of performing in-depth financial statement analysis of individual companies. Myself and three other students from the Eller College of Management analyzed Taser International, Inc. (Ticker: TASR) as part of the annual CFA Investment Research challenge. This was a time-intensive learning experience, and our team placed second in the Southwest region. The question is, was this research worth our time? This paper assesses the financial knowledge of various college-educated students. A self-conducted questionnaire revealed that students for the most part do not invest, have mixed financial knowledge, and about half would trust a computer to manage their investments. Most college students should not be using financial statement analysis due to their lack of experience and education in financial topics, and most should consider low-cost investment management services. This study also takes it one step further by analyzing the various alternatives available for those looking to invest their money. Although most college students do not have the wherewithal to participate in cost efficient buying and selling of individual stocks, there are multiple smartphone applications and low-cost investment management services that now provide services once reserved for the ultra-wealthy.en
dc.typetexten
dc.typeElectronic Thesisen
thesis.degree.nameB.S.B.A.en
thesis.degree.levelbachelorsen
thesis.degree.disciplineHonors Collegeen
thesis.degree.disciplineFinanceen
thesis.degree.grantorUniversity of Arizonaen
dc.contributor.advisorSingh, Arvinden
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