S w BEST FINANCIAL SERVICES INC. Ian Dunn wrote this case under the supervision of Elizabeth M.A. Grasby solely to provide material for class discussion. The authors do not intend to illustrate either effective or ineffective handling of a managerial situation. The authors may have disguised certain names and other identifying information to protect confidentiality. Richard Ivey School of Business Foundation prohibits any form of reproduction, storage or transmission without its written
Words: 5771 - Pages: 24
outperform their peers while poor-performed stocks continue to underperform. Thus, more mutual funds use this powerful strategy to draw a broad range of investors by getting higher risk-adjusted returns. AQR is a hedge fund based in Greenwich, Connecticut, offering investing products that applies price phenomenon known as momentum. This case study enables investors to get a closer look at AQR’s momentum fund. Comparison of momentum specifications In order to analyze the momentum effect of different
Words: 2849 - Pages: 12
The Outcome Assuming the Merger is Completed Per Share Market Value of BT at Merger Completion 60.00 50.50 45.00 Gain / (Loss) on Long Position: Value of each BT share received 60.00 50.50 45.00 x Number of BT shares received 1.30 1.30 1.30 Value of consideration received 78.00 65.65 58.50 - Basis in MCI stock (62.00) (62.00) (62.00) Gain / (Loss) on Long Position 16.00 3.65 (3.50) Gain / (Loss) on Short Position:
Words: 855 - Pages: 4
ABC by mbaadmissiongurus.com Mobile: +91 ########## ~ Phone: +91 ########## ~ Email: abc@gmail.com SENIOR MANAGEMENT EXECUTIVE Senior professional with consistent success in achieving revenue, profit and business growth objectives, within turn around environments in financial services industry. Highly successful in building relationship with senior decision makers, leading and motivating teams and managing Profit & Loss (P&L) for business divisions. Proven ability in driving new business
Words: 1025 - Pages: 5
CIBC bid and won Hyperion Trusts (proprietary mutual funds sold by Wood Gundy brokers) b. Mutual fun business growth required new professional management c. Brokers wanting more flexibility in the configuration of 5.5% commission from Hyperion and .5% service fee every year thereafter (depends on age ex. Younger wants the upfront commission) → wanted a more flexible pricing structure 2. ? 3. No-Load: you can buy and redeem the mutual fund units/shares at any time without a commission or sales
Words: 389 - Pages: 2
Kaunas University of Technology SCHOOL of economics and BUSINESS department of economics The Problems Of Bankruptcy Process In Argentina Semester work Written by student_: saskia saimol Sebastian (VBa4) Sajith Saji Nair (VBa3) ) Accept: dr. Rita Remeikienė Table of Contents INDRODUCTION 3 Case Study 1 4 Argentina and 10 Other Countries Facing Bankruptcy 4 Case study 2 6 Argentina
Words: 3816 - Pages: 16
Business Week By Nanette Byrnes With Moon Ihlwan in Seoul, Brian Bremner in Tokyo, and Michael Arndt in Chicago DECEMBER 22, 2003 [pic] | | | | | | | COVER STORY Is Wilbur Ross Crazy? Like a fox, maybe. His bets on steel plants, textile mills, and other woebegone assets are risky, but they're paying off A damp November wind blows off Lake Erie and across the Cleveland steel works, leaving a dusting of snow on the hulking metal buildings, many
Words: 4036 - Pages: 17
Enablers of Exuberance Jennifer S. Taub Sept. 4, 2009 DISCUSSION DRAFT Enablers of Exuberance: Legal Acts and Omissions that Facilitated the Global Financial Crisis Jennifer S. Taub1 I. Introduction This paper explores certain legal acts and omissions that facilitated the over-leveraging and near collapse of the global financial system. These ―Legal Enablers‖ fostered the boom that enriched a class of financial intermediaries who followed a storied tradition of gambling away ―other people‘s money
Words: 54952 - Pages: 220
MANAGING INVESTMENT PORTFOLIOS WORKBOOK A DYNAMIC PROCESS Third Edition John L. Maginn, CFA Donald L. Tuttle, CFA Dennis W. McLeavey, CFA Jerald E. Pinto, CFA John Wiley & Sons, Inc. MANAGING INVESTMENT PORTFOLIOS WORKBOOK A DYNAMIC PROCESS The CFA Institute is the premier association for investment professionals around the world, with over 85,000 members in 129 countries. Since 1963 the organization has developed and administered the renowned Chartered Financial Analyst Program
Words: 96021 - Pages: 385
Q. 1. What were the major factors that led to the recent financial crisis? How did we get here? Answer: One of the primary factors that can be attributed as to have led the recent financial crisis is the financial deregulation allowing financial institutions a lot of freedom in the way they operated. The manifestation of this was seen in the form of: a) Financial innovations that were not backed up with adequate risk controls and management. b) Too much reliance on Quantitative Risk
Words: 2780 - Pages: 12