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Darden University of Virginia (USA)
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Divestment as an ESG Tool: CalPERS and Tobacco Stocks (A)
Evans, Richard B.; Yemen, Gerry; Kellett, MichaelCase DARDEN-F-1948-EFinanceThis case uses the California Public Employees’ Retirement System (CalPERS) to set the stage for unfolding an analysis of economics and values in the decision to divest tobacco stocks and bonds from the internally managed portion of the CalPERS portfolio.Starting at €8.20
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Risk, Return, and Modern Portfolio Theory
Evans, Richard B.Technical Note DARDEN-F-1982-EFinanceIn this technical note, we examine the concept of diversification and the tradeoff between risk and return in portfolio theory. The note includes a general introduction to normal distribution, then applies it to portfolio theory by examining normal distribution of future return and risk. The note also examines formulas for calculating expected returns of various two-asset portfolios and applies these formulas to investment decision-making. Finall...Starting at €8.20
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Alpha Architect: Is Momentum Losing Steam?
Evans, Richard B.; Sesia, AldoCase DARDEN-F-1977FinanceThe case explores the momentum investment strategy of AlphaArchitect, a boutique asset management firm. The protagonist, Wes Grey the CEO of AlphaArchitect, is preparing a potential client presentation for Lochen Capital, a multi-family office. Lochen has traditionally focused on value-investing and as a result the presentation needs to compare and contrast the two styles. The case introduces students to the simplest of quantitative investing ...Starting at €8.20
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Melissa Daylon
Isabella, Lynn A.; Pohl, JessicaCase DARDEN-OB-0902-ELeadership and People Management“Hey that was my idea!” How often have your students had that exact thought? Were they on a team when they felt most able to identify with that statement? This case is about a recent MBA graduate who faces challenges within her consulting team on her first post-graduation job. She is frustrated with one teammate in particular who she believes practices self-interest politics—he takes her ideas. The case allows for a healthy discussion on team dyn...Starting at €8.20
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The Oxcel Endowment and Socially Responsible Investing
Evans, Richard B.Case DARDEN-F-1659-EFinanceCollege trustees are considering investing a portion of the endowment in a socially responsible investment fund. Recent market events and the poor performance of the endowment have caused the trustees to question their decisions regarding the managers employed by the endowment and the policies and procedures of the endowment itself. To help with the decision, the board examines return data for three investment funds.Starting at €8.20
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Pittinos Financial Advisors, LLC - Teaching Note
Lipson, Marc L.; Evans, Richard B.Teaching Note DARDEN-F-1599TN-EFinanceTeaching note for product F-1599Starting at €0.00
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Liquidity, Mutual Fund Flows, and ReFlow Management, LLC - Teaching Note
Evans, Richard B.Teaching Note DARDEN-F-1600TN-EFinanceTeaching note for product F-1600Starting at €0.00
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Research Affiliates - Teaching Note
Evans, Richard B.Teaching Note DARDEN-F-1662TN-EFinanceTeaching note for product F-1662Starting at €0.00
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CornerStone Partners - Teaching Note
Evans, Richard B.Teaching Note DARDEN-F-1677TN-EFinanceTeaching note for product F-1677Starting at €0.00
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China's Stock Market: Understanding Its Boom-and-Bust Cycles
Evans, Richard B.; Yang, Dennis; Qian, Junhui; Deng, YangmeiCase DARDEN-F-1985-EFinanceUsing the context of a private-bank chief economist preparing for a client call just as the Shanghai Stock Exchange Composite Index (SCI) reached a 29-month high on July 7, 2020, this case places students in a position to prepare an outlook on the prospects for investment in China. It also enables the comparison of China to various potential investment geographies, such as the United States and other financial markets around the globe. The mate...Starting at €8.20