Rudy Wong, Investment Advisor
商品編號：9B10N004
出版日期：2010/01/15
再版日期：2010/11/01
商品來源：Ivey
商品主題：Finance
商品類型：Case (Field)
涵蓋議題：Investments;Financial Crisis;Stock Market;Personal Financial Planning
難易度：4 - Undergraduate/MBA
內容長度：21 頁
地域：Canada
產業：Security and Commodity Brokers; Dealers
事件年度：2009
With stock markets in major decline, Rudy Wong, an investment advisor for a wealth management firm had to decide how best to reassure each of his clients in upcoming meetings: by communicating logical arguments based on his portfolio management expertise and analysis, or by managing emotions and attempting to re-establish his clients' faith in the markets. He also needed to re-examine the investment strategy he had developed for each client and recommend that they either "stay the course" with current strategies or make changes. The case allows for a rich discussion of the role of investment advisors, the importance of asset allocation, active versus passive management, investment goal setting, the global financial crisis of 2007-2009, and application of behavioral finance issues such as biases, reliance on heuristics, and framing.
教學手冊：8B10N04
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