（）有学管理信息系统的好心同学吗？帮我解答一个案例，跪谢

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收藏 2009-11-02

有学管理信息系统的好心同学吗？帮我解答一个案例，或者启发一下，谢谢!请留下你的联系方式，加我QQ27176791，谢谢！！数据见楼下
Helman Securities
Helman Securities is a large investor in financial services in the investment banking sector. Its hedge fund arm predominantly trades with large scale investors such as pension funds and insurance companies.

The financial crisis in 2008 to 2009 has created a rapid decline in the value of assets, following the investment ‘bubble’ of the late 1990s and early-mid 2000s. The core investment has been mortgage-backed securities. Investments had been authorised through the provision of inaccurate classification by the investment rating agencies and had not anticipated the collapse in sub-optimal mortgage values. Helman has been forced to write-off a range of toxic debts that are incapable of being recouped. Fees paid to large investors for short-selling activity have increased and income from interest payments has declined.

Since 1998 Helman has sold assets regularly to investment banks (SHOB, BRS & BCSH). These customers were prepared to pay high prices for the assets (% paid of remaining value) in the early years but dramatically less so over the last two years. Each bank bought varying proportions of the total assets (% bought of remaining value).

As the Director of Information Services and therefore a member of the senior management team at Helman you must take your part in the strategic planning processes of the organisation. Your fellow directors on the board will expect to receive a concise and informed report on which they can base their decisions.

Report to the Board of Directors will be in two parts.

1.
An Information Services Statement
Stating the significance of information in the strategic management process

2.
A Position Statement
Indicating the current and projected (forecast) situation of the company. This should include the following graphs:
·
Time-series graph of mortgage sales with a trend line, extrapolated over 3 years (1998-2012)
·
Time-series graph of remaining income with a trend line, extrapolated over 3 years (1998-2012)
·
Time-series graph of sum accrued with a trend line, extrapolated over 3 years (1998-2012)
·
Time-series graph comparing remaining value with sum accrued for each year (1998-2012)
·
Time-series graph of historical and forecast mortgage sales (1998-2012) with future mortgage sales (2010-2012) adjusted to enable a return to the ‘steady state’ remaining value of 2004

The text should include comments regarding the significance of the graphs to future decision making for balanced future investments and sale of assets.

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小鱼851214

2009-11-2 06:41:25

Consolidated securities - mortgage backed
Year Mortgage sales Toxic write-offs Fees Interest income Remaining value
1998 £100 £33 £10 £9
1999 £130 £43 £15 £12
2000 £138 £46 £14 £12
2001 £178 £59 £18 £16
2002 £199 £66 £20 £18
2003 £217 £72 £22 £20
2004 £236 £94 £24 £21
2005 £255 £102 £26 £23
2006 £280 £112 £28 £25
2007 £315 £126 £32 £21
2008 £230 £92 £23 £14
2009 £105 £42 £11 £9

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小鱼851214

2009-11-2 06:41:44

Asset purchase 2010
SH OB BR S BC SH
Year % paid % bought % paid % bought % paid % bought Remaining value Sum accrued
1998 84% 50% 87% 40% 82% 10% #DIV/0!
1999 88% 45% 91% 35% 86% 20% #DIV/0!
2000 84% 45% 87% 35% 82% 20% #DIV/0!
2001 79% 55% 82% 45% 77% 10% #DIV/0!
2002 83% 40% 86% 30% 81% 30% #DIV/0!
2003 86% 45% 89% 35% 84% 20% #DIV/0!
2004 80% 50% 83% 40% 78% 10% #DIV/0!
2005 85% 50% 88% 40% 83% 10% #DIV/0!
2006 77% 40% 80% 30% 75% 30% #DIV/0!
2007 78% 50% 81% 40% 76% 10% #DIV/0!
2008 66% 55% 62% 45% 54% 0% #DIV/0!
2009 40% 60% 43% 30% 38% 10% #DIV/0!

% paid = percentage paid of remaining value
% paid = percentage bough of remaining value