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Equinox Asset Management: Starting Fresh

Chuck Grace; Hugh Stewart

商品編號:9B11N009
出版日期:2011/05/30
再版日期:
商品來源:
商品主題:Finance
商品類型:Case (Field)
涵蓋議題:Industry Analysis;Investment Analysis;Breakeven Analysis;Portfolio Construction;Pension Funds
難易度:3 - Undergraduate
內容長度:10 頁
地域:Canada
產業:Finance and Insurance
事件年度:2011

After a two-year absence from the financial industry, Tom Henne evaluated his options and determined that he could exploit his knowledge of the inner workings of the pension fund business and start a new firm, Equinox Asset Management. Despite claims that many pension funds provided returns that did no more than mirror the average index, Henne believed his fund could beat the market or achieve alpha. He proposed that this success could be had by differentiating the Equinox fund in several ways from the typically large and well-branded funds of banks and insurance companies. Thinking he still had significant time to consider the details, Henne was surprised to receive a phone call from a local company wanting him to do a presentation on Equinox at its offices. Henne had only one week to decide the size of his fund, finalize his fee structure, identify his positioning and marketing strategy, and evaluate an appropriate client base. But most of all, he wondered whether the idea for his fund was even plausible.

教學手冊:Equinox Asset Management: Starting Fresh - Teaching Note
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