An Executive Report on Performance Evaluation You are required to select a financial institution from UK of USA.

The data needed for the project can be obtained from the annual reports and the financial statements of the company for the last 3-5 years.

Required Information An Executive Report on Performance Evaluation

As the Financial Analyst, you have been asked to write an executive report on the performance evaluation for a Board meeting that has been called to discuss the matter. You report should cover the following matters.
(1) Examine the recent development of their products, and services. Identify and explain the financial instruments which are listed as asset and liabilities in their balance sheet.
[30% of the overall mark]
(2) Critically assess the factors which underlie the development of those products, services and instruments.
[40% of the overall mark]
(3) Critically analyse the future opportunities and threats of the financial institution.