University of California Berkeley Finance Worksheet

Hartford 1

your written report in Word or a PDF conversion. PowerPoint and Publisher are not
acceptable. , optional title page. (You may add pages for charts and graphs, if
desired. They should be labeled as an appendix to your report.)

Credit your sources (e.g., Morningstar.com, ambest.com, National Underwriter magazine,
etc.). Credits do not have to be in MLA format; they simply need to acknowledge your sources.

Assume you are making a business report to the CFO, not sending a text to your BFF. Silly
abbreviations, cute fonts, emoticons, and other text-speak will weaken your presentation.
A.

Marketing and Branding

• Does the company operate internationally, or is it US domestic only?

• What kinds of advertising, if any, does it use?

B.

Financial

Describe the company’s financial results over the last five years. (For example, whathave been the company’s revenues, earnings

and dividends been over that time period?

• What insights do the senior officers of the company offer in its annual statement, 10- K or other public documents?
• What do insurance rating agencies such as A. M. Best say about this company?

c.

Corporate Structure

Does this company have more than one operating company? If so, what are thenames of some of those subsidiaries or related companies?

Who are some of its largest shareholders (individual or institutional)?