FIN 3310 Investment Management - ​Risk Management Project - 125 Points

 
NAMES: Katherine, Naveed, Jace, William B. - Nio 
Rubric  Expert   Accomplished  Capable  Beginner  Did Not  Feedback/Total 
Complete 

Financial  Risk  Risk  Risk  Risk  Risk  Pricing - negative margin 

Risks  identification,  identification,  identification,  identification,  identification,  Competitive - Tesla government 
  Management, and  Management, and  Management, and  Management, and  Management, and  Credit - Downgrade 
  Mitigation plan  Mitigation plan  Mitigation plan  Mitigation plan  Mitigation plan is  Put the specific numbers on the 
identifies and  clearly explains  demonstrates  demonstrates a  incomplete   slides ($$$$) 
explains why the  rationale for  understanding of  basic     
plan is superior  advising this  the risk to the  understanding of    External to internal production. No 
  approach  company  the risk to the    contracting. The cost will even out 
23      Company     
           
  18 - 13 points  12 - 6 points  5 - 1 point  0 points 
25 - 19 points 

External  Risk  Risk  Risk  Risk  Risk  Political - Tariffs, Risk Insurance 
Risks  identification,  identification,  identification,  identification,  identification,  package 
  Management, and  Management, and  Management, and  Management, and  Management, and   
  Mitigation plan  Mitigation plan  Mitigation plan  Mitigation plan  Mitigation plan is  Exchange - a great description of 
identifies and  clearly explains  demonstrates  demonstrates a  incomplete   this! Currency invoicing. Great 
explains why the  rationale for  understanding of  basic    suggestion! 
plan is superior  advising this  the risk to the  understanding of     
  approach  company  the risk to the    Natural - coastal weather. Eggs in 
23      Company    one basket, move inland to hedge 
         
25 - 19 points  18 - 13 points  12 - 6 points  5 - 1 point  0 points 

Strategic  Risk  Risk  Risk  Risk  Risk  Bubble Burst - too many competitors 
Risks  identification,  identification,  identification,  identification,  identification,  entering the market. NIO House, car 
  Management, and  Management, and  Management, and  Management, and  Management, and  shows 
  Mitigation plan  Mitigation plan  Mitigation plan  Mitigation plan  Mitigation plan is   
identifies and  clearly explains  demonstrates  demonstrates a  incomplete   Limited Experience - partnerships 
explains why the  rationale for  understanding of  basic    with 160  
plan is superior  advising this  the risk to the  understanding of     
  approach  company  the risk to the    Risky Corporate Structure - VIE, 
23      Company    great explanation. Tax breaks 
          prevent. 
25 - 19 points  18 - 13 points  12 - 6 points  5 - 1 point  0 points 
 FIN 3310 Investment Management - ​Risk Management Project - 125 Points
Operational  Risk  Risk  Risk  Risk  Risk  Infrastructure - location, downsize 
Risks  identification,  identification,  identification,  identification,  identification,   
  Management, and  Management, and  Management, and  Management, and  Management, and  Supply - distribution  
  Mitigation plan  Mitigation plan  Mitigation plan  Mitigation plan  Mitigation plan is   
identifies and  clearly explains  demonstrates  demonstrates a  incomplete   Customer - demands 
explains why the  rationale for  understanding of  basic     
plan is superior  advising this  the risk to the  understanding of     
  approach  company  the risk to the     
20      Company    Expand on your slides with more 
          specifics  
25 - 19 points  18 - 13 points  12 - 6 points  5 - 1 point  0 points 

Create a            “Blue Skies” 

presentatio Your visual aids  Your visual aids  Visual aids were  Visual aids were  Did not use   
n with  added greatly to  were clear and  used, but were  not particularly  charts, numbers,  ES6 & ES8 
effective  the presentation.  helpful.  very wordy or  helpful or were  risks, returns, and   
use of      could have been  not used.  products.   Very nice summary!  
charts,  25    more helpful.       
numbers,            Red, yellow, green! It took me a 
risks,  25 - 19 points  18 - 13 points  12 - 6 points  5 - 1 point  0 points  minute, but I got it! 
returns, and   
products.  

            114 
Overall           
Score           
         
125-95 points  90 - 65 points  60 - 35 points  30 - 1 point  0 points