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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 €
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Prudential Financial - General Motors Pension Risk Transfer: Back to the Future
Viceira, Luis M.; Chien, Emily A.Caso HBS-213126-EFinanzasIn November 2012, Prudential Financial and General Motors closed on a $25.1B pension risk transfer (PRT) transaction, the largest of its kind to date by an order of magnitude both in the U.S. market and globally. In exchange for an in-kind transfer of $25.1B in assets, Prudential Financial agreed to irrevocably guarantee the full payment of pension benefits to approximately 110,000 participants of General Motors Retirement Program for Salaried Em...Desde 8,20 €
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Prudential Financial and Asset-Liability Management
Seasholes, Mark; Sunderam, Adi; Viceira, Luis M.; Chien, Emily A.Caso HBS-216076-EFinanzasHow should a retirement fund that must make fixed payments to retirees invest its portfolio? This case introduces students to a variety of concepts in fixed income investing, focusing how on the need to make fixed payments changes portfolio management strategy. Students consider the advantages and disadvantages of asset-liability matching as an investment strategy and learn how to implement such a strategy in practice.Desde 8,20 €