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Dissertations / Theses on the topic 'Financial Strategies'

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Published: 4 June 2021
Last updated: 31 May 2022

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1

Lagelius, Philip, and Alexander Pikosz. "Real estate companies, risks and strategies 2002‐2011." Thesis, KTH, Fastigheter och byggande, 2013. http://urn.kb.se/resolve?urn=urn:nbn:se:kth:diva-124137.

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The 2008 financial crisis created new conditions for the listed Swedish property companies and the choice of operational and financial strategy became increasingly important. The purpose of this paper is to identify the listed property companies and their strategies for the period 2002 ‐2011, in order to examine whether these has changed in any direction and if they were more or less profitable. To accomplish this, data was collected from the companies' annual reports and statistical institutes. This was followed up with interviews with company representatives and experts to further broadened the analytical basis. Collected data helped to identify each companies strategies year by year. The analysis revealed some trends among companies regarding their operational and financial strategy. By looking at the Operating strategies we have found that the companies have become more specialized towards either a particular property type or to a geographical region. The companies have also increased their focus on cash flow and reduced their focus on transactions. Financially, the companies have reduced their risks by seeking a more long term capital structure. Alternative sources of funding such as bonds have also become more common among the companies. With the exception of the specialization strategy, the most obvious change in strategy occurred in connection with the financial crisis of 2008. It was also found that the companies that were most transaction ‐intensive also have been most volatile in a profit perspective.
Finanskrisen 2008 skapade nya förutsättningar för de noterade svenska fastighetsbolagen och valet av operativ och finansiell strategi blev allt mer viktig. Syftet med denna uppsats är att kartlägga de noterade Fastighetsbolagen och deras strategier under perioden 2002 ‐2011, för att sedan undersöka huruvida dessa förändrats i någon riktning och om de varit mer eller mindre gynnsamma. För att genomföra detta samlades data in från bolagens årsredovisningar och statistiska institut. Detta följdes upp med intervjuer där bolagsrepresentanter och sakkunniga ytterligare breddade analysunderlaget. Insamlad data bidrog till att fastställa de enskilda bolagens strategier år för år. Analysen visade vissa trender bland bolagen gällande deras operativa och finansiella strategi. Operativt har bolagen blivit mer specialiserade mot antingen en viss fastighets typ eller mot en geografisk region. Bolagen har också ökat fokus på kassaflöden/förvaltning och minskat fokus på transaktioner. Finansiellt har bolagen minskat riskerna genom att sträva efter längre kapital ‐ och räntebindning. Man har också i större grad sökt alternativa finansieringskällor såsom obligationer. Med undantag för specialiseringsstrategin har de tydligaste förändringarna i strategin skett i samband med finanskrisen 2008. Det visade sig också att de bolag som varit mest transaktionsintensiva också har varit mest volatila i ett resultatperspektiv.
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2

Hruzova, Barbara. "Marketing Strategies during financial crisis." Thesis, Halmstad University, School of Business and Engineering (SET), 2009. http://urn.kb.se/resolve?urn=urn:nbn:se:hh:diva-2547.

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The current financial crisis has spread around the world and no business sector has stayed untouched. While companies in some sectors have been forced to close down or lay off employees, companies in the food retail sector mainly have to adapt to their customers´ preferences, which according to Ang, Leong & Kotler (2000) change in times of financial crisis. The purpose of this dissertation was therefore to examine how Swedish food retailers adapt their marketing strategies to the changing consumer buying behavior during the financial crisis.

A qualitative method with an abductive approach was chosen for this research, and the empirical data was gathered from three companies in the Swedish food retail sector; ICA, Coop and Axfood. Primary data was collected through phone interviews and was supported by annual information from their websites, annual reports and different articles.

The findings show that all three companies have recognized a change in their consumers buying behavior and done several changes in their marketing strategies.

This research can be useful for every company in the same or similar situation, in order to see how important it is to have a flexible marketing strategy and be able to adapt to the changing environment in order to either survive or improve their position on the market.

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3

Elder, John. "Hedging strategies for financial derivatives." Thesis, University of Oxford, 2002. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.275325.

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4

Loranth, Gyöngyi. "Essays on Financial Markets Strategies." Doctoral thesis, Universite Libre de Bruxelles, 2002. http://hdl.handle.net/2013/ULB-DIPOT:oai:dipot.ulb.ac.be:2013/211358.

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5

Despin, Tina M. "Strategies Small Financial Business Owners Apply to Succeed Beyond Five Years." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/4053.

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Small businesses in the United States employ 98% of workers, yet approximately 47% of small businesses shut down in less than five years. Business leaders who fail to implement adequate strategic strategies experience reduced profits and sustainability challenges. These business closures cause unemployment rates to rise and inflict damages to the economic growth of economies in the United States. This multiple case study was grounded in the theory of transformational leadership. The purpose was to explore strategies used by small financial business owners to sustain their businesses beyond five years. The population consisted of 8small financial businesses in Southwest Florida; these businesses all have been in operation beyond 5years. Using methodological triangulation, data were collected from interviews with the leaders, company documents, physical artifacts such as the company websites and social media pages, to assess culture similarities and differences. Thematic analysis involved developing codes and themes from data collected and member checking. Four themes emerged transformational leadership, establishing trust, maintaining adequate capital, and proficient time management. These themes applied by business owners may help business owners experience greater success in remaining sustainable. The findings of this study could contribute to positive social change by providing insights for small financial business owners on the strategic implementations for business longevity that would possibly increase workplace stability for employees supporting their families as well as contributing positively to their communities in Southwest Florida
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Andrews, Martin. "Learning strategies for the financial markets." Thesis, University of Cambridge, 1994. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.336624.

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7

Rowland, Jonica. "Financial Advisors' Marketing Strategies to Minorities." ScholarWorks, 2018. https://scholarworks.waldenu.edu/dissertations/5938.

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Independent financial advisors face challenges with successful marketing strategies as competition from web-based resources, large U.S. financial services, and wealth advisors' corporations increase. The purpose of this exploratory case study was to understand financial advisors' perceptions, experiences, and marketing strategies to improve their companies' sustainability by targeting a broader population base, including minorities, who need assistance with retirement planning strategies. Consumer culture theory was the conceptual framework for this study. Purposeful sampling was the basis for selecting 7 financial advisors from the mid-Atlantic region of the United States for face-to-face interviews. Semistructured interviews with open-ended questions were used to identify financial advisors' marketing strategies to support financial stability. Secondary sources for data collection included documented client testimonials and reviews of company data. Yin's 5-step process of compiling, disassembling, reassembling, interpreting, and drawing conclusions was used; 6 themes emerged from the data: (a) building a referral system, (b) hosting events, (c) implementing community involvement, (d) knowing minorities' behavioral language, (e) providing financial literacy tools, and (f) maintaining effective marketing strategies. Implications for social change include financial advisors' strategies for marketing retirement planning strategies to the U.S. minority subcultures who are not solicited by financial advisors.
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8

Cummings, Jennifer. "Financial Strategies for Sustaining Small Businesses." ScholarWorks, 2018. https://scholarworks.waldenu.edu/dissertations/5318.

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A failure of a small business has a negative impact on the economic health of the community where the small business operates. Small businesses are significant entities in economies around the world, but small businesses have a high failure rate. The purpose of this multiple case study was to explore what financial strategies small business manufacturing leaders use to increase productivity and profitability to sustain the business for longer than 5 years. The population for this study was three small manufacturing business owners in Pennsylvania who have been in business over 5 years and have used financial strategies to increase productivity and profitability. The theory of planned behavior was the conceptual framework for the study. Data were collected using semistructured interviews and direct observation. Methodological triangulation was used to analyze the data. Four themes emerged after the data was coded in NVivo: the importance of company data, planning for a sustainable future using capital expenditures, cash flow management, and owner/employee collaboration in decision-making. The potential for positive social change includes increasing the survival rates of small businesses. The increase in small business survivals may potentially contribute to increases in employment rates in the community of small manufacturing businesses, leading to increased family incomes and improved overall economic health of the community.
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9

Jackson, Jessie Hyman. "Strategies Church Financial Leaders Use for Financial Sustainability during Economic Crises." Thesis, Walden University, 2018. http://pqdtopen.proquest.com/#viewpdf?dispub=13422045.

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Church financial leaders were affected by the economic crisis after the 2008 recession. In a 2009 group study conducted nationwide with church financial leaders, 57% stated that the economy had a negative effect on their church budgets. The purpose of this qualitative multiple case study was to explore successful strategies that some church financial leaders used to ensure financial sustainability during economic crises. Resource dependence theory was the conceptual framework. Data were collected from 6 church financial leaders at 4 churches in the northeastern region in the United States; church financial leaders were selected through purposeful sampling to participate in semistructured interviews. Data were also collected from church documents, such as financial records and budget statements. These data were analyzed to identify emerging themes using Yin’s 5-phase process: compiling, disassembling, reassembling (and arraying), interpreting, and concluding. The 3 themes that emerged from the data analysis were (a) provide strategies to acquire external resources, (b) specify plans to establish internal strategic factors, and (c) provide strategies to improve financial and strategic management. Findings and recommendations of the study could contribute to positive social change by providing church financial leaders with successful strategies to ensure financial sustainability during economic crises and by increasing church revenue and improving social programs, which help improve the needs of staff, members, and people in the community.

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Wagenaar, Elmien. "A mathematical approach to financial allocation strategies." Thesis, Stellenbosch : Stellenbosch University, 2002. http://hdl.handle.net/10019.1/52648.

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11

Ajwala, Awuor. "Corporate Governance Strategies to Support Financial Performance." ScholarWorks, 2018. https://scholarworks.waldenu.edu/dissertations/5963.

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The insurance industry continues to experience financial scandals despite increasing pressure to integrate sound governance practices. The purpose of this multiple case study was to explore the corporate governance strategies insurance business leaders used to support financial performance. The targeted population consisted of 7 business leaders from 7 insurance companies in Austria who have used corporate governance strategies successfully to support financial performance. The conceptual framework of this study was the agency theory. Data for the study were gathered from face-to-face semistructured interviews and a review of company documents. The data were analyzed using Yin's 5 nonlinear interlinked steps for assembling, disassembling, reconvening, inferring, and formulating conclusions. Three themes emerged from the data analysis: the need for a robust risk-management system, effective internal control mechanisms, and consistent application and compliance with corporate governance principles and regulations. The implications for positive social change include the potential for business leaders in the local community to restore confidence in the stability and financial performance of the insurance industry by establishing corporate governance structures with a robust risk-management system and processes that support transparency and accountability.
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Ekblad, Erik. "Financial risk communication : Why Swedish banks have different financial risk communication strategies." Thesis, Uppsala universitet, Företagsekonomiska institutionen, 2011. http://urn.kb.se/resolve?urn=urn:nbn:se:uu:diva-155744.

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13

Johansson, Markus, Ola Arvidsson, and John Zerihoun. "Financial Institution’s Media Strategy : With respect to the Swedish financial market." Thesis, Jönköping University, JIBS, Business Administration, 2008. http://urn.kb.se/resolve?urn=urn:nbn:se:hj:diva-1112.

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Financial experts from various financial institutions are often seen in media. Media’s objec-tive towards the society is to report occurring events of interest to its audience. Media ap-pearances through giving expert opinions, is for financial institutions costless and a reason-ably effective way of promoting their top analysts and strategically position their firms. For the financial institutions, there exists competition for being allowed to participate and give expert reports when media is in need for a comment, and therefore a media strategy is con-sidered required. The purpose, used as guidance in this thesis, is to describe the Swedish financial media en-vironment and analyze why certain financial institutions are more active than others. The method when conducting research in this thesis is a combination of both an inductive and deductive approach. The underlying factor behind this choice, rests in the strive to ful-fill the purpose in most satisfying manner and receive as valid and reliable data as possible. The study also uses both quantitative and qualitative data. Statistical research in media companies’ databases and interviews with persons with key positions at the financial insti-tutions has been conducted. The thesis stresses the fact that the broadcasting companies approach strategies towards the Swedish financial industry differently. However, this thesis proves that another reality governs. In truth, all the broadcasting companies have common references for the most appealing financial expert when asking for expert opinions. The financial institution’s standpoints differ in the area of media appearance. The thesis concludes that financial institutions with the most prominent desire to participate and comment a broad range of financial segments in media are proved to be successful in this area. In general though, as a financial institution on the Swedish market, this thesis shows no correlation between having an outspoken media strategy and being successful in this field. This thesis concludes that when discussing which financial institutions that is more suc-cessful than others, the size of the company is important to take into consideration. The study has also proved that financial experts, often equivalent with the analyst, are appeared to be vital for any financial institution in order to succeed in media.

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14

Douglas, Lee Steven. "Optimising merger & acquisition strategies in retail financial services." Thesis, University of Leeds, 2002. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.250877.

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Essono, Fabrice Assoumou. "Using real option analysis to value financial strategies." Thesis, Stellenbosch : Stellenbosch University, 2005. http://hdl.handle.net/10019.1/50540.

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Thesis (MBA)--Stellenbosch University, 2005.
ENGLISH ABSTRACT: This study project focuses on the use of real options valuation in a tactical financing setting. The objective is to identify real option values in financial restructuring situations. These options are generated by the use of hybrid financial instruments such as warrants, preferred stocks and convertibles. In the analysis, it will be demonstrated that the binomial approach, a method commonly used in real options analysis, can be applied to draw a monetary value from specific financial transactions (e.g., leverage buyouts). When used optimally, the binomial approach provides a forceful insight into the dynamics of the transaction. The study recognises the possible impact of capital structure decisions in the analysis, but understates it to avoid complexity. The real options perspective encourages a conscious search for monetary benefits and thus improves the decision-making of managers involved in financial restructuring operations.
AFRIKAANSE OPSOMMING: Hierde werkstuk fokus op die gebruik van rieëIe opsie teorie om taktiese finansieringsbesluitneming te evalueer. Opsies word gegenereer deur die gebruik van hibridiese finansiele instrumente soos bestuursopsie-orders, voorkeuraandele en omskepbare instrumente. In hierdie studie word 'n oorsig oor die teorie soos dit in literatuur verskyn gegee, asook voorbeelde van finansiele herstrukturering om die waarde van die toepassing daarvan te illustreer. In hierdie studie word erkenning gegee aan die moontlike impak wat kapitaalstruktuur-besluitneming op die ontleding mag hê. Die impak hiervan word egter weens die kompleksiteit daarvan ignoreer. Nieteenstaande hierdie beperking, word besluitneming rakende finansiele herstrukturering verbeter deur die perspektief wat deur die rieëIe opsie-benadering verkry word, soos in hierdie werkstuk uitgewys word.
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16

Lu, Ye Ph D. Massachusetts Institute of Technology. "Essays on inventory, pricing and financial trading strategies." Thesis, Massachusetts Institute of Technology, 2009. http://hdl.handle.net/1721.1/54658.

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Thesis (Ph. D.)--Massachusetts Institute of Technology, Sloan School of Management, Operations Research Center, 2009.
Cataloged from PDF version of thesis.
Includes bibliographical references (p. 83-85).
In a multi-product market, if one product stocks out, consumers may substitute to competing products. In this thesis, we use an axiomatic approach to characterize a price-dependent demand substitution rule, and provide a sufficient and necessary condition for demand models where our demand substitution rule applies. Our results can serve as a link between the pricing and inventory literature, and enable the study of joint pricing and inventory coordination and competition. I demonstrate the impact of this axiomatic approach on the joint pricing and inventory coordination model by incorporating the price-dependent demand substitution rule, and illustrate that if the axiomatic approach is acceptable, the optimal strategy and corresponding expected profit are quite different than models that ignore stockout demand substitution. I use this price-dependent demand substitution rule to model the joint pricing and inventory game, and study the existence of Nash equilibrium in this game. In the second part of this thesis, I consider the problem of dynamically trading a security over a finite time horizon. The model assumes that a trader has a "safe price" for the security, which is the highest price that the trader is willing to pay for this security in each time period. A trader's order has both temporary (short term) and permanent (long term) impact on the security price and the security price may increase after the trader's order, to a point where it is above the safe price. Given a safe price constraint for the current time period, I characterize the optimal policy for the trader to maximize the total number of securities he can buy over a fixed time horizon.
(cont.) In particular, I consider a greedy policy, which involves at each stage buying a quantity that drives the temporary price to the security safety price. I show that the greedy policy is not always optimal and provide conditions under which the greedy policy is optimal. I also provide bounds on the performance of the greedy policy relative to the performance of the optimal policy.
by Ye Lu.
Ph.D.
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17

Bradley-Swanson, Orna Tricia. "Stakeholder Engagement Strategies for Nonprofit Organization Financial Sustainability." ScholarWorks, 2019. https://scholarworks.waldenu.edu/dissertations/7462.

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Stakeholders are important to the financial sustainability of a nonprofit organization; however, heavy reliance on 1 stakeholder over another can place a nonprofit organization at financial risk. The purpose of this single case study was to explore strategies used by 3 senior leaders of a nonprofit organization in New York who have experience with stakeholder engagements efforts. The conceptual framework used for this study comprised general systems theory and transformational leadership theory. Data were collected using semistructured interviews, and review of organizational documents and online databases. Using thematic analysis, the 4 key themes that emerged from process and results strengths were leadership involvement in engaging stakeholders, persistent promotion of the organization's mission and vision, connection with the community, and workforce engagement activities. The implications of this study for positive social change include the potential to increase nonprofit leaders' understanding of practical approaches that may facilitate stakeholder engagement for improving financial sustainability, improve nonprofit leader–stakeholder relationships, and bolster philanthropic efforts to improve the economic stability of the nonprofit organization and the community.
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Roddy, Jackie Ann. "Retention Strategies for Financial Stability in Community Colleges." ScholarWorks, 2016. https://scholarworks.waldenu.edu/dissertations/2687.

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Tennessee education leaders must improve their student retention strategies to increase financial stability and enhance the state's ability to support businesses and jobs through a well-educated workforce. The focus of this qualitative multiple case study was on 6 Tennessee community colleges where leaders had demonstrated successful strategies for retaining students resulting in increased revenues and financial stability. The advocacy/ participatory worldview provided a conceptual framework for identifying and comparing themes regarding Tennessee higher education leaders' retention strategies. Data collection included interviews and review of organizational retention reports on strategies as well as college, state, and federal findings on retention. Federal government websites contained information about Tennessee community colleges having the highest retention rates. Methodological triangulation provided the opportunity to identify similarities in retention strategies used by the community college leaders. Using the concept of classical data analysis, responses were categorized according to the program, activity, or initiative college administrators used to increase retention. Based on mind mapping of the clusters of information, findings revealed 3 primary themes: effects of retention on college revenues; challenges in retaining at-risk students; and strategies for retaining students, including new student orientation, counseling and advising, tutoring, and freshman seminars. The potential for social change includes the opportunity to increasing the college-educated workforce to provide more opportunities for local business leaders and find viable applicants to fill open positions and enhance the economic sustainability of local communities.
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Walthour, Renee. "Successful Strategies for Financial Sustainability in Nursing Homes." ScholarWorks, 2018. https://scholarworks.waldenu.edu/dissertations/4950.

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From 2014 to 2015, deficiency fines cost Pennsylvania nursing homes more than $2.5 million. Costs associated with adhering to increased health care regulations can reduce profit and affect the financial sustainability of the nursing home industry. Some nursing home administrators (NHAs) lack successful strategies to improve state and federal regulation compliance and promote financial sustainability. Drucker's management by objectives theory was the conceptual framework for this study. The purpose of this qualitative multiple case study was to explore successful strategies NHAs use to improve state and federal regulation compliance to mitigate deficiencies and derivative fines to promote financial sustainability of nursing homes. NHAs who manage 5-star rated nursing homes within a 100-mile radius of Pittsburgh, Pennsylvania use effective management strategies to mitigate deficiencies and derivative fines to earn a 5-star rating which, helps promote financial sustainability. Data were collected from semistructured face-to-face and telephone interviews with 4 NHAs and from Medicare's Nursing Home Compare website. The data on the website provided information on the 3 domains of health inspections, staffing, and quality measures, that made up the overall star rating of nursing homes. Data were analyzed using Yin's 5-phase cycle. The findings revealed 3 major themes: develop knowledgeable staff, enhance communication with staff and residents, and promote innovation for continuous quality improvement. The implications for positive social change could include increased quality of patients' health care, creation of employment opportunities to promote prosperity in communities, and financial sustainability in the United States nursing home industry.
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Williams, Cecil. "Church Leaders' Financial Coping Strategies During a Recession." ScholarWorks, 2011. https://scholarworks.waldenu.edu/dissertations/1049.

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An economic recession can disproportionately affect the financial stability of churches because their income relies primarily on voluntary contributions. The purpose of this phenomenological study, framed by servant leadership theory, was to explore lived experiences and perceptions related to church leaders' strategies for coping with the economic downturn in 2008. A purposive sample of 20 church leaders from Tennessee was recruited to explore the changes that have been made in church operational strategies in order to cope with the recession. The interview data were iteratively examined by using keywords, phrases, and concepts and were coded into categories, which led to the identification of the following themes: (a) implementing cost reduction efforts and increasing the reliance on volunteers for facility upkeep, (b) collaborating with other church leaders for assistance referrals and fraud detection, and (c) sharing facilities and dividing expenses. The study results contribute to positive social change by providing strategies that church leaders can implement to mitigate the negative effects of a financial downturn, strengthen their financial position and stability, and enable them to provide necessary community support. Financial stability in neighborhood churches is conducive to a stronger community because churches serve as focal points for volunteerism and assistance delivery.
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21

Barron, Thomas A. Jr. "Competitive Strategies and Financial Performance of Small Colleges." Thesis, Johnson & Wales University, 2017. http://pqdtopen.proquest.com/#viewpdf?dispub=10605688.

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Many institutions of higher education are facing significant financial challenges, resulting in diminished economic viability and, in the worst cases, the threat of closure (Moody’s Investor Services, 2015). The study was designed to explore the effectiveness of competitive strategies for small colleges in terms of financial performance.

Five research questions related to small, accredited, private, non-profit, four-year colleges were addressed in the study. 1. What were the range and variance in the Composite Financial Index (CFI) for small colleges in FY2010 to FY2014? 2. What competitive strategies were employed and with what frequency by small colleges in FY2010 to FY2014? 3. What relationships existed between the employed strategies and the related perceived institutional financial performance, as assessed by college leaders? 4. What relationships existed between the employed strategies and the documented institutional financial performance, as measured by the CFI? 5. What relationships existed between the perceived institutional financial performance resulting from the employed strategies and the documented institutional financial performance, as measured by the CFI?

This quantitative, multi-method, causal-comparative study collected data on a nationwide random sample of small colleges (N = 251). Five years of ex-post facto data on the Composite Financial Index (CFI) were used to determine documented institutional financial performance. Inventory data, collected from vice presidents of finance (N = 51), were used to determine the strategies employed by colleges and the resulting perceived institutional financial performance.

Based on the CFI scores, many small colleges (46%) were identified as seriously or severely under-performing financially. The most frequently employed strategies (≥76%) were: new marketing procedures, new undergraduate programs, tuition discounting, restructured debt, and new or renovated facilities. Significant correlations (p≤.05) were found between 34 of the 39 strategies employed (87%) and perceived institutional financial performance. No significant correlations were found between strategies employed and documented institutional financial performance or between perceived and documented institutional financial performance.

The conclusions and recommendations deal with the need for small college leaders not to seek easy solutions, but to apply strategic planning in the selection of strategies to employ; to identify indicators that relate employed strategies to financial performance; and to test their perceptions of financial performance against documented evidence.

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Scott, Mary Christine. "Strategies to Implement Efficient Closing Cycles." ScholarWorks, 2019. https://scholarworks.waldenu.edu/dissertations/7335.

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Many financial leaders lack strategies to make the timely fiscal reporting needed for business to obtain profitability, competitive advantage, and sustainability. The purpose of this single case study was to explore successful strategies used to complete efficient closing cycles to evaluate performance and support business decisions. The conceptual framework for this study was process improvement and the theory of constraints. Data were collected from semistructured interviews with 5 purposively selected leaders; data were supplemented with information from the organization's website and print materials. Financial leaders who had developed successful strategies to complete timely financial statements were selected to participate in the study from a U.S. healthcare organization. Data were analyzed using Yin's 5-step approach, which included examining, categorizing, tabulating, creating a data display, and testing the data. Transcript review validated that emerging themes were in alignment with participant experiences. Four major themes emerged from data analysis: provide training and professional development, promote teamwork, engage in effective communication, and use information technology. Social change implications include potential process improvement in hospitals that could provide insight into specific system processes that contribute to the rising cost of global healthcare. Financial leaders achieving increased profitability through process improvement could enable administrators to make financial contributions to their communities, expand to new markets, and create new employment opportunities.
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Godwin-Opara, Margaret N. "A Resource-Based Perspective on Financial Resource Strategies for Small Business Sustainability." ScholarWorks, 2016. https://scholarworks.waldenu.edu/dissertations/2819.

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Each year entrepreneurs start many new businesses, and some of these businesses will fail within the first 2 years. In addition, many owners will cite lack of adequate financial resources as a contributory factor to the failure. The purpose of this multiple case study was to identify the strategies that some small business owners used to obtain financial resources needed to operate a financially sustainable business. The population consisted of machine shops in South Central Kansas. A resource-based view theory served as the conceptual framework that grounded the study. The data collection process consisted of 9 interview questions. The data analysis process entailed using coding techniques to identify keywords, phrases, and concepts. Member checking ensured the credibility and trustworthiness of the data interpretation and analysis. The process led to the following 4 themes: (a) the role of access to financial resources in business success, (b) strategies used when external funding is not available or desirable, (c) strategies used to obtain external financing, and (d) challenges faced in obtaining external financing. The implications for positive social change include the potential to provide new insights to support existing and prospective entrepreneurs in their efforts to obtain financial resources needed to operate a financially sustainable business. The findings from the study may contribute to the prosperity and benefit of the owners, their employees, the local community, and the U.S. economy.
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Dahmen, Patrick. "Multi-channel distribution strategies in the financial services industry /." [S.l.] : [s.n.], 2004. http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&doc_number=012918893&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA.

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25

Kornprobst, Antoine. "Financial crisis forecasts and applications to systematic trading strategies." Thesis, Paris 1, 2017. http://www.theses.fr/2017PA01E067/document.

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Cette thèse, constituée de trois papiers de recherche, est organisée autour de la construction d’indicateurs de crises financières dont les signaux sont ensuite utilisés pour l’élaboration de stratégies de trading algorithmique. Le premier papier traite de l’établissement d’un cadre de travail permettant la construction des indicateurs de crises financière. Le pouvoir de prédiction de nos indicateurs est ensuite démontré en utilisant l’un d’eux pour construire une stratégie de type protective-put active qui est capable de faire mieux en termes de performances qu’une stratégie passive ou, la plupart du temps, que de multiples réalisations d’une stratégie aléatoire. Le second papier va plus loin dans l’application de nos indicateurs de crises à la création de stratégies de trading algorithmique en utilisant le signal combiné d’un grand nombre de nos indicateurs pour gouverner la composition d’un portefeuille constitué d’un mélange de cash et de titres d’un ETF répliquant un indice equity comme le SP500. Enfin, dans le troisième papier, nous construisons des indicateurs de crises financières en utilisant une approche complètement différente. En étudiant l’évolution dynamique de la distribution des spreads des composantes d’un indice CDS tel que l’ITRAXXX Europe 125, une bande de Bollinger est construite autour de la fonction de répartition de la distribution empirique des spreads, exprimée sur une base de deux distributions log-normales choisies à l’avance. Le passage par la fonction de répartition empirique de la frontière haute ou de la frontière basse de cette bande de Bollinger est interprétée en termes de risque et permet de produire un signal de trading
This thesis is constituted of three research papers and is articulated around the construction of financial crisis indicators, which produce signals, which are then applied to devise successful systematic trading strategies. The first paper deals with the establishment of a framework for the construction of our financial crisis indicators. Their predictive power is then demonstrated by using one of them to build an active protective-put strategy, which is able to beat in terms of performance a passive strategy as well as, most of the time, multiple paths of a random strategy. The second paper goes further in the application of our financial crisis indicators to the elaboration of systematic treading strategies by using the aggregated signal produce by many of our indicators to govern a portfolio constituted of a mix of cash and ETF shares, replicating an equity index like the SP500. Finally, in the third paper, we build financial crisis indicators by using a completely different approach. By studying the dynamics of the evolution of the distribution of the spreads of the components of a CDS index like the ITRAXX Europe 125, a Bollinger band is built around the empirical cumulative distribution function of the distribution of the spreads, fitted on a basis constituted of two lognormal distributions, which have been chosen beforehand. The crossing by the empirical cumulative distribution function of either the upper or lower boundary of this Bollinger band is then interpreted in terms of risk and enables us to construct a trading signal
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Gnonlonfoun, Raimi. "Restaurants Owner Strategies for Financial Sustainability Beyond 5 Years." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/4725.

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The restaurant industry plays an essential role in the U.S. economy. Approximately 26% of small- and medium-sized enterprise restaurants fail during their first year of business operation and 60% cannot sustain beyond 3 years. The objective of this multiple case study was to explore the strategies that small- and medium-sized restaurant owners used to financially sustain business beyond 5 years. The purposive sample consisted of 4 successful restaurant owners who have been in operation for at least 5 years in the southern region of the United States. The general systems theory was the conceptual framework of this study. The data were collected from semistructured interviews, cash flow statement, and profit and loss statements. Member checking and transcript review were used to strengthen the credibility and trustworthiness. The 3 themes that emerged from methodological triangulation after completing the Yin's 5 steps of data analysis were market research, great customer service, and having passion. The findings of this study might serve as a guide for current and future SME restaurant owners to financially sustain business beyond 5 years. The findings of the study may contribute to social change as successful small- and medium-sized enterprise restaurant owners would help address unemployment issues by generating additional jobs and building wealth for themselves, their employees, communities, and the local economy.
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Peterson, Gideon Ezekiel. "Strategies for Natural Disaster Financial Recovery for Small Business." ScholarWorks, 2018. https://scholarworks.waldenu.edu/dissertations/6261.

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Many owners of small business restaurants lack financial strategies for successful business recovery following a disaster. The purpose of this qualitative, multiple case study was to explore the financial strategies 3 owners of small business restaurants used for successful business recovery following a natural disaster such as Hurricane Katrina in New Orleans, Louisiana. The conceptual framework for this study included theories of reasoned action, planned behavior, and vested interest. Historical evidence of past practices supported semistructured interviews with 3 owners of small restaurant businesses. Yin's 5-step analysis guided transcribing and coding of the participants' responses. The major themes of this study revealed that strategies such as communication, having funds on-hand, flood deterrents, and disaster planning helped owners prepare for a natural disaster. The owners' actions related to preventing restaurant closures and unemployment, and to supporting community stability, family unity, job opportunities, and economic growth. All owners of small restaurant businesses were successful in planning after disaster created opportunities for increased employment for those who wished to return and rebuild. The findings from this study may contribute to positive social change by supporting strategies including positive attitudes and disaster preparedness to prevent business closing and contribute to the local economy.
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Uecker, Chinue. "Financial Strategies and Initiatives for Preventing Rural Hospital Closure." ScholarWorks, 2018. https://scholarworks.waldenu.edu/dissertations/5429.

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In the United States, rural hospital closures increased 34% since 2015 due to financial reasons, affecting access to healthcare services in rural communities. For rural hospital leaders, improving the hospital's financial performance is a valuable strategic goal. This multiple case study was designed to explore strategies that rural hospital leaders implement to improve their hospital's financial performance in Arizona, Georgia, Illinois, Oklahoma, Pennsylvania, and the United States Virgin Islands. The strategic decision-making framework supported the study because top leaders make decisions that affect the organization's health and survival. Fifteen rural hospital leaders who maintain their hospital's financial stability provided hospital documentation and pertinent strategic information from their respective semistructured interviews. Sections of text signifying concepts from collected documentation and transcribed interviews were organized and coded according to research question and interview questions to explore strategies rural hospital leaders implemented to improve their hospital's financial performance. The methods triangulation process encompassed comparing findings from the interview themes and hospital strategic documentation analysis. The key themes that emerged from coded data were rural hospital leaders' decision-making when addressing rural hospital financial performance, developing synergies with external providers and hospitals, creating effective short-term and long-term strategies, and translating success to the entire organization. Implications for social change include the potential to prevent rural hospital closure and ensure access to healthcare services for the communities rural hospitals serve.
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Shallow, Kishore Nalin. "Strategies for Effective Financial Management in Vincentian Small Businesses." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/4174.

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The lack of strategies for effective financial management has been an impediment to the survival and growth of many small businesses in Saint Vincent (St. Vincent), an island in the Caribbean. Inadequate adoption of strategies by small business owners is a prime contributing factor to small business failure. The purpose of this research was to identify strategies that small business owners use for effective financial management. Institutional theory served as the conceptual framework for this multiple case study. Participants consisted of 4 St. Vincent small business owners who had demonstrated effective financial management strategies in the operation of their businesses. Data collection occurred through semistructured interviews and a review of documentation, which was complemented by the use of member checking to strengthen the credibility and trustworthiness of findings. Three themes emerged through thematic data analysis: (a) strategic accounting practices, (b) set patterns, and (c) financial planning. Prudent accounting practices and sound financial planning are to be standard adoption by small business owners to have effective financial management. A conclusion, based on study findings, is that identification and implementation of effective financial management strategies may increase small business success, potentially resulting in growth in the number of small businesses in St. Vincent and an improved economy. Subsequent positive social change for Vincentians may include poverty reduction, lower unemployment, and a diminished crime rate.
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Asante, Eric Kojo. "Competitive Strategies of Microfinance Owners in Ghana." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/3654.

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Ghanaian microfinance banks (MFB) experience a high collapse rate, with more than 100 MFBs failing between 2015 and 2016. Grounded on Porter's competitive strategy theory, the purpose of this case study was to explore successful strategies used by selected participants to achieve business sustainability. Fourteen participants from 6 successful MFBs in the Greater Accra Region, including managers and MFB owners with more than 5 years of professional and industry experience, participated in semistructured interviews. Observations and company documents served as a secondary source of data collection. Through thematic analysis, 5 themes emerged: cash and liquidity management, capacity building, monitoring, compliance, and corporate governance. MFB owners and leaders will benefit from the findings of the study by gaining insights on how to implement strategies, which lead to business sustainability. Implications for positive social change include the potential for an improved standard of living through the financial resources provided by MFBs to entrepreneurs for business startups, which could lead to reducing unemployment and poverty within the working class population of Ghana.
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Owusu, Atta Boateng. "Financial Strategies of Small Businesses to Gain Access to Capital." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/3912.

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In the United States, total small business outstanding loans declined by 2.5 % in 2013, compared to a 10.4% increase in 2012. Scholars and business practitioners have indicated that small business entrepreneurs experience constraints in accessing capital to grow their businesses. Many small firm owners lack the financial strategies for gaining access to capital to sustain their businesses. Building on system functionality theory, the purpose of this exploratory multiple case study was to explore the financial strategies among 3 purposefully-selected small business owners in Washington DC metro area who successfully overcame the financial constraints. Six themes emerged from the thematic analysis of interview data: credit cards, family and friends, own financing, bank financing, crowdfunding, and government grants and loans. These small firm owners preferred to use their own financing or to borrow from family and friends rather than lending from the banks because of borrowing constraints. Some of the lending limitations included high-interest rates, lack of collateral, provision of a robust business plan, and availability of good financial records. The findings from this study may contribute to social change by providing business owners with more knowledge on financial strategies to use in accessing capital to sustain their businesses. With the improvement in business profitability, business owners will contribute to the economic growth of the local community through the provision of employment opportunities and social amenities.
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Crawford, Calvin Stacey. "Partnership strategies for financial stability in the non-profit sector." online access from Digital Dissertation Consortium, 2006. http://libweb.cityu.edu.hk/cgi-bin/er/db/ddcdiss.pl?MR23654.

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ALVIM, LEANDRO GUIMARAES MARQUES. "WEIGHTED INTERVAL SCHEDULING RESOLUTION FOR BUILDING FINANCIAL MARKET TRADING STRATEGIES." PONTIFÍCIA UNIVERSIDADE CATÓLICA DO RIO DE JANEIRO, 2013. http://www.maxwell.vrac.puc-rio.br/Busca_etds.php?strSecao=resultado&nrSeq=21981@1.

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PONTIFÍCIA UNIVERSIDADE CATÓLICA DO RIO DE JANEIRO
COORDENAÇÃO DE APERFEIÇOAMENTO DO PESSOAL DE ENSINO SUPERIOR
CONSELHO NACIONAL DE DESENVOLVIMENTO CIENTÍFICO E TECNOLÓGICO
Há diferentes tipos de investidores que compõem o mercado financeiro e produzem oportunidades de mercado em diferentes escalas de tempo. Isto evidencia uma estrutura heterogênea de mercado. Nesta tese conjecturamos que podem haver oportunidades mais preditivas do que outras, o que motiva a investigação e a construção de estratégias multirresolução. Para estratégias multirresolução há abordagens que utilizam a decomposição de séries temporais para a operação em resoluções distintas ou propostas para a construção de conjuntos de dados de acordo com decisões de negociação multirresolução. As demais estratégias, em sua maioria, são de resolução única. Nesta tese, abordamos dois problemas, maximização de retorno acumulado e maximização de retorno acumulado com o risco controlado, e propomos uma abordagem computacionalmente eficiente para a construção de estratégias multirresolução, a partir da resolução do problema de Agendamento de Intervalos Ponderados. Nossa metodologia consiste em dividir o dia de mercado em intervalos, especializar traders por intervalo e associar um prêmio a cada trader. Para o problema de maximização de retorno acumulado, o prêmio de cada trader corresponde ao retorno acumulado entre dias para o intervalo de operação associado. Para o problema de maximização de retorno acumulado com controle do risco, o prêmio de cada trader corresponde ao retorno acumulado dividido pelo risco para o intervalo de operação associado. Diferentemente do problema anterior, empregamos um conjunto de traders por intervalo e utilizamos o método de Média-Variância, de Markowitz, para encontrar pesos ótimos para conjunto de traders de forma a controlar o risco. Conjecturamos aqui que o controle do risco por intervalo acarreta no controle do risco global da estratégia para o dia. Para a sinalização das ordens de compra e venda, nossos traders utilizam detectores de oportunidades. Estes detectores utilizam algoritmos de Aprendizado de Máquina que processam informações de indicadores de análise técnica e dados de preço e volume. Realizamos experimentos para dez ativos de maior liquidez da BMF&Bovespa para um período de um ano. Nossa estratégia de Composição de um Time de Traders (CTT) apresenta 0, 24 por cento de lucro médio diário e 77, 24 por cento de lucro anual, superando em 300 por cento e 380 por cento, respectivamente, uma estratégia de resolução única. Para os custos adotados, a estratégia CTT é viável a partir de 50.000,00 dólares. Para o problema de maximização do retorno acumulado com risco controlado, a estratégia de Composição de Carteiras por Intervalos (CCI) apresenta em média 0, 179 por cento de lucro diário e 55, 85 por cento de lucro anual, superando o método de Média-Variância de Markowitz. Para os custos adotados, a estratégia CCI é viável a partir de 2.000.000,00 dólares. As principais contribuições desta tese são: abordagem por Agendamentos de Intervalos Ponderados para a construção de estratégias e o emprego do modelo de Média-Variância para compor uma carteira de traders ao invés da tradicional abordagem por ativos.
There are different types of investors who make up the financial market and produce market opportunities at different time scales. This indicates a heterogeneous market structure. In this thesis, we conjecture that may have more predictive opportunities than others, what motivates research and construction of we denominate multirresolution optimal strategies. For multirresolution strategies there are time series decomposition approaches for operating at different resolutions or proposals for dataset construction according to multirresolution trading optimal decisions. The other approaches, are single resolution. Thus, we address two problems, maximizing cumulative returns and maximizing cumulative returns with risk control. Here, we propose solving the Weighted Interval Scheduling problem to build multirresolution strategies. Our methodology consists of dividing the market day into time intervals, specialize traders by interval and associate a prize to each trader. For the cumulative return maximization problem, the prize corresponds to cumulative returns between days for the associated trader operation interval. For the cumulative return maximization problem with risk control each trader prize corresponds to cumulative return divided by risk with associated operation interval. In order to control the risk, we employ a set of traders by interval and apply the Markowitz Mean-Variance method to find optimal weight for set of traders. Here, we conjecture that controlling each interval risk leads to the overall risk control of the day. For signaling buy and sell orders, our traders use opportunity detectors. These detectors correspond to Machine Learning algorithms that process technical analysis indicators, price and volume data. We conducted experiments for ten of the most liquid BMF&Bovespa stocks to a one year span. Our Trading Team Composition strategy results indicates an average of 0.24 per cent daily profit and a 77.24 per cent anual profit, exceeding by 300 per cent and 380 per cent, respectively, a single resolution strategy. Regarding operational costs, CTT strategy is viable from 50,000 dollars. For the cumulative return maximization problem under risk control, our Portfolio Composition by Intervals strategy results indicates an average of 0.179 per cent daily profit and a 55.85 per cent anual profit, exceeding a Markowitz Mean- Variance method. Regarding operational costs, CCI strategy is viable from 2,000,000 dollars. Our main contributions are: the Weighted Interval Scheduling approach for building multirresolution strategies and a portfolio composition of traders instead of stocks performances.
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Emrich, Kellie J. "Profitability and the Financial Strategies of Women-Owned Small Businesses." ScholarWorks, 2015. https://scholarworks.waldenu.edu/dissertations/196.

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The fastest growing segment of business development in the United States comes from small business start-ups, with 42% of these businesses being women owned. Women-owned businesses are annually 25% less profitable when compared to the average small business in the United States. Based on the theory of planned behavior, the purpose of this single exploratory case study was to investigate how women small business owners and their employees use financial strategies to increase the profitability of their businesses. Data came from semistructured interviews with 1 woman business owner and 5 business consultants who work for the women-owned small business. The use of company documents, along with the use of member checking with interview transcripts, allowed for triangulation and verification of the themes derived from the interview data. Three prominent themes emerged during data analysis: networking, motivation, and innovation. The data from the results indicated, within this one particular context, women small business owners and their employees used financial resources for networking, motivation, and innovation. Focusing on these practices could result in increased profits for other women-owned small businesses. Women small business owners and their employees may benefit from the study by expanding the knowledge gained from financial strategies to increase the profitability of their businesses. Furthermore, the findings from the study could provide women business owners and their employees with strategies to grow the business, thereby contributing to job growth and the local economy.
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Robinson, Jermell T. "African American Small Business Strategies for Financial Stability and Profitability." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/4324.

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Despite the high failure rate of African American small businesses in the United States, only 2% of the U.S. Small Business Administration loans in 2016 were awarded to African American business owners. Most small business owners cite lack of access to financial resources as an influential factor that leads to business failure. Grounded in resource-based view theory, the purpose of this multiple case study was to identify strategies African American small business owners in Los Angeles County, California use to obtain financial resources to achieve sustainability for at least 5 years. Data were collected from in-depth interviews with 4 purposively selected African American small business owners and supplemented with a review of internal reports and original business plans that outlined their financing strategy. The data analysis process entailed Yin's 5-step analysis to guide the coding of participants' responses to identify keywords, phrases, and concepts to develop theme clusters. Through thematic analysis, 4 themes emerged to include: financial resources improved business success and stability, internal financing, business mentors and networking to secure financial stability, and overcoming nonfinancial challenges. All participants noted access to financial resources as the most important resource needed for their business to succeed, particularly in the initial phase of launching their businesses. The implications for social change include the potential to enhance African American small business profitability and growth leading to new employment opportunities, improved community amenities, and business mentor programs with youth, which can encourage wealth for the surrounding community of Los Angeles County and local government.
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Walters, Iva. "Strategies for Recruiting Cybersecurity Professionals in the Financial Service Industry." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/3964.

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The cybersecurity market is the fastest growing market in the United States; as such, leaders in financial institutions recognize their businesses are vulnerable, as money is accessible within computerized banking systems. The purpose of this multiple case study was to explore what strategies financial service leaders- use to recruit cybersecurity professionals. The conceptual framework for this study was the hierarchy of needs and stakeholder management theory. Data collection involved company archival documents and semistructured, open-ended interviews with 5 financial service leaders in the Midlands area of South Carolina who recruited skilled cybersecurity professionals to support long-term business sustainability. Coding, clustering, and theme development evolved through coding key words and actions, drawing ideas together into clusters, and evolving the prominent ideas into themes. During data analysis, the theoretical propositions underwent a sequential process, which included coding the data by hand. The use of member checking and methodological triangulation increased the trustworthiness of the study. Analysis revealed 3 themes: increased training, broadened social networking, and improved communication. Financial service leaders can use training to educate and recruit new cybersecurity professionals. Also, findings suggest the need for training to improve social networking and communicate as a team to increase profitability. The findings from this study may contribute to social change by helping business owners recruit skilled professionals to prevent or reduce cybersecurity threats.
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Rawass, Johnny Fadel. "Cybersecurity Strategies to Protect Information Systems in Small Financial Institutions." ScholarWorks, 2019. https://scholarworks.waldenu.edu/dissertations/7183.

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Leaders of financial institutions face challenges in protecting data because of the increased use of computer networks in the commerce and governance aspects of their businesses. The purpose of this single case study was to explore the strategies that leaders of a small financial institution used to protect information systems from cyber threats. The actor-network theory was the conceptual framework for this study. Data were collected through face-to-face, semistructured interviews with 5 leaders of a small financial institution in Qatar and a review of company documents relevant to information security, cybersecurity, and risk management. Using thematic analysis and Yin'€™s 5-€step data analysis process, the 4 emergent key theme strategies were information security management, cybersecurity policy, risk management, and organizational strategy. The findings of this study indicate that leaders of financial institutions protect their information systems from cyber threats by effectively managing information security practices; developing robust cybersecurity policies; identifying, assessing, and mitigating cybersecurity risks; and implementing a holistic organizational strategy. The protection of information systems through reductions in cyber threats can improve organizational business practices. Leaders of financial institutions might use the findings of this study to affect positive social change by decreasing data breaches, safeguarding consumers' confidential information, and reducing the risks and costs of consumer identity theft.
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Alexander-Joseph, Dawn Theona. "Strategies and Processes for Implementing Financial Analysis for Business Success." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/3968.

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The early failure of startup businesses is a concern for many local communities, including the Virgin Islands, with about half of startups failing within the first 5 years of their life cycle. Besides the social and economic impact on communities, these failures have a personal effect on small business owners. Grounded in decision-making theory and the theory of financial management, the purpose of this single case study was to explore strategies and processes Virgin Islands retail business managers use to implement financial analysis for decision making to help sustain their operations. Data were collected using company records and semistructured interviews with 7 retail managers, who had developed successful financial analysis strategies. Keywords and narrative segments from the collected data were analyzed using methodological triangulation by integrating the findings from the review of company records and the semistructured interviews. Emergent themes from interviews and company records revealed 5 themes, including selection and retention of personnel, implementation of growth and development strategies, and the monitoring and evaluation of financial data, that contributed to business success. With the implementation of the results suggested by participants, retail managers may improve their profit margins beyond the first 5 years of operation, contributing to the increases in tax revenues within the Virgin Islands, and they may improve their ability to make sound financial decisions for continued business success.
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Coles, Shameka. "Strategies to Improve Corporate Financial Investment in Care Coordination Programs." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/4208.

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Key drivers for care coordination programs may include reducing inflated health care cost and improving the quality of care for high-risk populations. However, health care leaders lack methods to support financial investment in care coordination programs. The purpose of this single case study was to explore the strategies that health care leaders use to improve corporate financial investment in care coordination programs that include the triple aim of reducing cost, improving population health, and increasing patient satisfaction. The triple aim model provided the conceptual framework for the study in which 6 health care leaders from Southern California with experience garnering financial support for care coordination programs were interviewed. Data from semistructured interviews were analyzed and compared with company documents to establish methodological triangulation. The 4 themes that emerged included reflecting a reduction in health care cost; focusing on high-need, high-cost populations; partnering with primary care practices; and providing patient-centered care. The implications for positive social change included the potential to provide health care leaders the tools needed to garner financial investment in care coordination programs that improve population health and influence the health of high-risk populations.
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Greenwell, Brian. "Business Strategies to Increase the Financial Stability of Private Universities." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/3774.

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University administrators of nonprofit higher education private institutions face challenges to maintain financial stability as the projected tuition revenue is expected to decline over the next 15 years. In addition, projected closure or mergers for all colleges and universities is expected to reach 50% by 2030. The purpose of this single case study was to explore the strategies higher education private institution administrators use to manage financial stability. Kaufman's complexity theory was the conceptual framework for this study. Purposeful sampling was used to select 4 university administrators from an Ohio higher education private institution for face-to-face interviews. Semistructured questions provided the basis for data collection to identify the strategies these administrators used to manage financial stability. Additional sources of data included strategic plans, financial responsibility scores, and operational budget reports. Through thematic analysis, 4 themes emerged: budgetary controls, a shift in marketing strategy, creating value, and competitive environment. Implications of social change includes the potential to provide possible business strategies to Ohio area higher education private institution administrators for the development and sustainability of financial stability, which could lead to improving the economic conditions for the local community.
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Rockson, Albert. "Strategies for Preventing Financial Fraud in Church Organizations in Ghana." ScholarWorks, 2019. https://scholarworks.waldenu.edu/dissertations/7107.

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Financial fraud in church organizations is increasing rapidly, which can affect the reputation, donation appeal, future funding, and ability of church organizations to meet their planned organizational goals. The purpose of this multiple case study was to explore strategies for preventing financial fraud in church organizations. The conceptual framework for the study was Cressey’s fraud triangle theory. Twenty participants who utilize strategies for preventing financial fraud in their organizations were purposively selected from 5 church organizations in Ghana. Data were collected through semistructured interviews and analysis of organizational financial policy documents. Interview data were transcribed, coded, and analyzed with Saldaña’s coding guidelines. Data analysis followed recommendations from Yin, including examining the data, grouping data into categories, regrouping data in themes, interpreting the data, and producing empirically based findings that answered the central research question of the study. Three significant themes emerged from the data analysis: effective administration, good stewardship and accountability, and caliber of employees. Implementation of the findings may lead to positive social change by enhancing the donation appeal of church organizations, improving their finances, and enabling them to optimize their operations to benefit individuals, families, communities, and society.
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Winkler, Julie Georgina. "Local Government Fiscal Stress and Financial Coping Strategies Following Disasters." Thesis, University of North Texas, 2020. https://digital.library.unt.edu/ark:/67531/metadc1703411/.

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This dissertation analyzes how local governments adapt to the fiscal stress of major disasters. Unifying theories of fiscal stress with emergency management theories, the dissertation presents a model of what influences local governments coping strategy use following disasters. Using new survey data and secondary financial data on cities, counties, and school districts that experienced Hurricane Harvey, findings show that local governments adapt in a variety of ways; of 137 local governments that responded, 66 percent used some number of coping strategies, with only 5 of 62 possible strategies not being used by any local governments. For those which did adapt, they on average used 7.06 strategies, and tended to show a preference towards revenue increasing strategies and rebuilding the community through new capital projects, with less emphasis on expenditure cuts compared to some prior literature findings on fiscal stress. The results indicate that local governments step up and provide new services necessary during the recovery process, to serve their community, despite fiscal stress. A negative binomial model shows partial support for the hypotheses that local governments with lower prior fiscal condition and greater hazard exposure will use more coping strategies. The findings show mixed results on whether institutional rules that restrict financial structures lead school districts to use more coping strategies than cities during the recovery process.
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Prezioso, Luca. "Financial risk sources and optimal strategies in jump-diffusion frameworks." Doctoral thesis, Università degli studi di Trento, 2020. http://hdl.handle.net/11572/254880.

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An optimal dividend problem with investment opportunities, taking into consideration a source of strategic risk is being considered, as well as the effect of market frictions on the decision process of the financial entities. It concerns the problem of determining an optimal control of the dividend under debt constraints and investment opportunities in an economy with business cycles. It is assumed that the company is to be allowed to accept or reject investment opportunities arriving at random times with random sizes, by changing its outstanding indebtedness, which would impact its capital structure and risk profile. This work mainly focuses on the strategic risk faced by the companies; and, in particular, it focuses on the manager's problem of setting appropriate priorities to deploy the limited resources available. This component is taken into account by introducing frictions in the capital structure modification process. The problem is formulated as a bi-dimensional singular control problem under regime switching in presence of jumps. An explicit condition is obtained in order to ensure that the value function is finite. A viscosity solution approach is used to get qualitative descriptions of the solution. Moreover, a lending scheme for a system of interconnected banks with probabilistic constraints of failure is being considered. The problem arises from the fact that financial institutions cannot possibly carry enough capital to withstand counterparty failures or systemic risk. In such situations, the central bank or the government becomes effectively the risk manager of last resort or, in extreme cases, the lender of last resort. If, on the one hand, the health of the whole financial system depends on government intervention, on the other hand, guaranteeing a high probability of salvage may result in increasing the moral hazard of the banks in the financial network. A closed form solution for an optimal control problem related to interbank lending schemes has been derived, subject to terminal probability constraints on the failure of banks which are interconnected through a financial network. The derived solution applies to real bank networks by obtaining a general solution when the aforementioned probability constraints are assumed for all the banks. We also present a direct method to compute the systemic relevance parameter for each bank within the network. Finally, a possible computation technique for the Default Risk Charge under to regulatory risk measurement processes is being considered. We focus on the Default Risk Charge measure as an effective alternative to the Incremental Risk Charge one, proposing its implementation by a quasi exhaustive-heuristic algorithm to determine the minimum capital requested to a bank facing the market risk associated to portfolios based on assets emitted by several financial agents. While most of the banks use the Monte Carlo simulation approach and the empirical quantile to estimate this risk measure, we provide new computational approaches, exhaustive or heuristic, currently becoming feasible, because of both new regulation and the high speed - low cost technology available nowadays.
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Basch, Richard. "Capitalization Strategies for Small Business Sustainability." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/4500.

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Over the past 15 years, privately held small businesses generated nearly two-thirds of the net job growth in the United States, yet much of what scholars know regarding the capitalization challenges faced by small businesses is limited to data from large corporations. In 2013 alone, business bankruptcies numbered 33,212, and each year approximately 10% to 12% of U.S. small businesses close. Ineffective capitalization strategies coupled with a limited understanding of funding options frequently results in unsustainable business practices. In this multiple case study, the capital budgeting theory was utilized to explore the capitalization strategies small business owners in the greater Phoenix, Arizona metropolitan area employed to achieve sustainability beyond 5 years of business inception. Participants were purposefully selected based on their tenure in business, number of employees, and geographic location. Data were collected via in-person semistructured interviews with 4 small business owners, coupled with a review of financial archival documents. Data were analyzed using theme interpretation, data grouping, and word frequency tabulation. Three themes emerged: a preference for self-funded, personal capitalization; the leveraging of personal relationships as a primary educational strategy; and a general aversion to debt and high interest rates. Implementing sound capitalization strategies contributes to social change by improving the likelihood of long-term sustainability. Sustainable small businesses increase employment opportunities, wage growth, and community-based services while enhancing the overall quality of life for local families and the community.
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45

Kundisch, Dennis. "New strategies for financial services firms : the life-cycle-solution approach /." Heidelberg : Physica-Verl, 2003. http://opac.nebis.ch/cgi-bin/showAbstract.pl?u20=379080066X.

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46

Ogoi, Henry Jefferson. "Strategies for Accessing Credit by Small and Medium Enterprises." ScholarWorks, 2016. https://scholarworks.waldenu.edu/dissertations/2617.

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Small and medium enterprise (SME) business owners play a significant role in the Kenyan economy as they account for approximately 78% of total employment and 57% of the new jobs created. The purpose of this qualitative multiple case study was to explore what strategies some Kenyan SME business owners used within the past 5 years to access credit to improve company profitability and growth. The target population consisted of 4 SME owners of businesses located in Kakamega Town, Kenya, who have had access to credit within the past 5 years. The conceptual framework for this study was the social capital theory. Semistructured interviews were conducted and company documents were gathered. All interpretations from the data were subjected to member checking to ensure the trustworthiness of findings. Based on the methodological triangulation of the data collected, 4 themes emerged after the data analysis: (a) group lending, (b) information access, (c) education and professional background of the entrepreneur, and (d) effect of access to credit on the performance of SMEs. The application of the findings from this study may contribute to social change by providing insights and strategies for SME business owners to access credit and ensure sustainable business growth that could potentially enhance community standards of living.
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Nwabuzor, Nathaniel. "Exploring Employee Retention Strategies in the U.S. Hotel Industry." ScholarWorks, 2018. https://scholarworks.waldenu.edu/dissertations/5388.

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Organizational managers and business leaders struggle to retain hotel employees. The purpose of this qualitative, multiple case study was to explore the strategies that hotel managers use to improve employee retention and reduce turnover. The conceptual framework for this study was Herzberg's motivation-hygiene theory. The 4 cases were 4 different hotels in the midAtlantic region of the United States. Data were collected through semistructured interviews with 4 purposefully selected hotel managers (1 from each hotel) and document review. Data analysis consisted of compiling the data, coding for emergent and apriori codes, disassembling the data into common codes, reassembling the data into themes, interpreting the meaning, and reporting the themes. Five themes emerged from the data: driving forces for motivating employees, management strategies for retaining employees, strategies for improving workers' job performance, strategies for promoting employment commitment to the organization, and strategies for reducing turnover costs and encouraging job satisfaction in the hotel industry. Implications for positive social change include improving employee retention strategies that can lead to improved working relationships between the organization and its employees. Improved employee retention can lead to an improved organizational image among employees and other stakeholders within the community, which can contribute to the growth of local community.
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Fapohunda, Oluwabukunmi. "Strategies for Mitigating Employee Turnover in the Nigerian Financial Services Industry." ScholarWorks, 2019. https://scholarworks.waldenu.edu/dissertations/7380.

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Business owners and leaders have committed resources, time, and funding to understand and mitigate the phenomenon of employee turnover. The purpose of this study was to explore the strategies that managers used to mitigate employee turnover in the financial services industry in Nigeria. The transformational leadership model was the conceptual framework for this single case study. Semistructured face-to-face interviews were conducted with 10 middle-level managers who had experience and knowledge of employee turnover at an organization in the financial services industry in Nigeria. The company's policy documents and audited financial statements were also reviewed. Thematic coding was used for data analysis, and qualitative data analysis software was used to achieve accuracy in data classification and organization of the analysis. Data analysis led to the emergence of 8 themes: human resources, industry comparison and benchmarking, training, good relationship management and communication, conducive work environment, rewards and compensation, low employee turnover as a post strategy implementation benefit, and increased productivity and efficiency as a post strategy implementation benefit. The implications of this study for positive social change include the potential to reduce the unemployment rate, create financial independence, and reduce the poverty level in the financial services industry in Nigeria. Leaders and business owners may use the strategies from this study to promote satisfied employees who earn a satisfactory income, find fulfillment in their jobs, and support for their families and communities.
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Ogunyemi, Clement Olutayo. "Strategies Mortgage Loan Executives Need to Prequalify Mortgage Loan Applicants." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/3571.

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The mortgage industry played a major role in the recession faced by the U.S. economy in 2008, with approximately 8.8 million borrowers, or 10.8% of all homeowners, with negative equity in their homes. The purpose of this multiple case study was to explore strategies mortgage loan executives use to prequalify mortgage loan applicants. The target population consisted of 8 mortgage executives at 5 mortgage lending firms located in northwest Arkansas who demonstrated strategies to enhance the prequalification of mortgage loan applicants. The conceptual framework for the study was the theory of asymmetric information. In-depth, face-to-face interviews were conducted and the home loan toolkit and standard disclosure packets were reviewed. The data analysis technique used in this study followed Yin's 5-step data analysis process. Each interview response was interpreted, synthesized, and shared with the participant for validation during the follow-up member checking meeting. I coded the data to identify similarities in the data and prevalent themes, and to align the new data with previous literature. Based on methodological triangulation and thematic analysis, 4 themes emerged: counseling, government guidelines and regulation, disclosure, and literacy. Social change benefits include a more knowledgeable mortgage consumer that will benefit from enhanced education by the mortgage lender, which may result in lower mortgage defaults. This can increase homeowners' self-esteem, provide for community growth and development, and stabilize, and eventually grow, property tax revenues that could strengthen communities by expanding services and improving infrastructure.
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Tunnell, Travis. "Portfolio Optimization Utilizing Hedge Fund Strategies in Different Market Conditions." Scholarship @ Claremont, 2013. http://scholarship.claremont.edu/cmc_theses/754.

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The Hedge fund industry has grown significantly over the past 20 years, and is considered by many to be a part of the optimal portfolio. Using a Market Model, l created the optimal Markowitz portfolio over different business cycles to determine which hedge fund strategies are a part of the optimal portfolio. I determined that Distressed Credit Fixed Income hedge funds are optimal during bull markets, with no strategy being optimal during bear markets.
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