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Martingale Asset Management LP in 2008, 130/30 Funds, and a Low-Volatility Strategy (Spanish version)
Viceira, Luis M.; Tung, Helen H.Caso HBS-218S15FinanzasIn early July of 2008, William (Bill) Jacques, Chief Investment Officer at Martingale Asset Management, a quantitative value-oriented investment manager in Boston, Massachusetts, was busy preparing for an upcoming meeting with the group that made new product decisions within the firm. The objective of the meeting was to review the backtesting and real-time investment results of a new minimum-variance strategy within the framework of a 130/30 fund...Desde 8,20 €
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Management LP in 2008, 130/30 Funds, and a Low-Volatility Strategy, Teaching Note
Greenwood, Robin; Viceira, Luis M.Nota del Instructor HBS-211079-EFinanzasTeaching Note for 209-047.Desde 0,00 €
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Martingale Asset Management LP in 2008, 130/30 Funds, and a Low-Volatility Strategy
Viceira, Luis M.; Tung, Helen H.Caso HBS-209047-EFinanzasIn early July of 2008, William (Bill) Jacques, Chief Investment Officer at Martingale Asset Management, a quantitative value-oriented investment manager in Boston, Massachusetts, was busy preparing for an upcoming meeting with the group that made new prodDesde 8,20 €
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Windward Investment Management
Viceira, Luis M.; De Armas, RicardoCaso HBS-211005-EFinanzasTo maximize their effectiveness, color cases should be printed in color. Windward Investment Management has experienced rapid growth in assets under management in just ten years, from under $30 million at year end 1999 to $3.6 billion in 2010. Windward is one of the leading firms in the Registered Investment Advisor (RIA) industry that seeks to value for its investors through asset diversification and active macro-level investing. The firm implem...Desde 8,20 €
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Sustainable Investing at J.P. Morgan Private Bank
Fleiss, Sara L.; Viceira, Luis M.Caso HBS-220016-EFinanzasThis case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family foundations to $30 billion AUM of institutional capital. Increasingly, clients are requesting guidelines that reflect not only their risk and return preferences, but also their soci...Desde 8,20 €
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Mkhiwa Trust: Contextualizing a Couple’s Servant Leadership
Caren Scheepers; Abdullah Verachia; Natalie van der Veen; Mologadi KekanaCaso IVEY-9B20C021-EDirección estratégica, Liderazgo y Dirección de personasOn June 30, 2018, the founders of Mkhiwa Trust, Johannesburg, South Africa, considered their dilemma of deepening their impact in South Africa, using education as a key vehicle to bring about systemic change. The case highlights the evolution of their mutual support throughout their careers. The tragic death of their young son had far-reaching implications for the couple and their business interests, their career aspirations and the focus of many...Desde 8,20 €
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Focus Financial Partners and the U.S. RIA Industry in 2014
Viceira, Luis M.; Chien, Emily A.Caso HBS-214103-EFinanzasIn the Spring of 2014, Rudy Adolf, CEO and founder of Focus Financial, and the two other co-founders of the firm are considering alternative growth strategies to solidify Focus Financial position as a leading aggregator of independent wealth management firms in the U.S. Focus has grown from $3.5B in client assets at its inception in 2006 to over $70B in and it has acquired more than 30 RIA (Registered Investment Advisor) firms, capitalizing on a ...Desde 8,20 €