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A Career Start for Jasmine
Fairchild, Gregory B.; Fairchild, Tierney; Doss, Aaron; Glickman, TeddyCase DARDEN-F-2021-EFinanceThis fictional case introduces Jasmine Lawson, who has just been offered a position as an executive assistant after a grueling, months-long job search. Lawson, a formerly incarcerated woman with a young child to care for, had to endure several rejections from prospective employers before getting this job offer, and she is excited about both the position and the annual salary that comes with it. But Lawson must consider federal and state income ta...Starting at €8.20
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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
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Umbrella of Protection: Health, Disability, and Life Insurance
Fairchild, Gregory B.; Fairchild, Tierney; Black, Christina; Jones, Liz Ivaniw; ; Maiden, Stephen E.Case DARDEN-F-1873-EFinanceMatthew Andrews and Elizabeth (Liz) Graham had recently graduated college and planned to get married soon. They had both accepted jobs in Washington, DC, and would be moving to Gainesville, Virginia. Matthew would be working as a software engineer with both medical and life insurance, and Liz was taking a job as an advertising agent with no benefits. Until they started their jobs, neither Matthew nor Liz had health insurance. This was a source of...Starting at €8.20
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Understanding FICO Scores - Teaching Note
Fairchild, Gregory B.; Black, Christina; Jones, Liz Ivaniw; Fairchild, TierneyTeaching Note DARDEN-F-1866TN-EFinanceTeaching note for product F-1866TNStarting at €0.00
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Planning for the Future: Savings and Retirement - Teaching Note
Fairchild, Gregory B.; Fairchild, Tierney; Black, Christina; Jones, Liz IvaniwTeaching Note DARDEN-F-1869TN-EFinanceTeaching note for product F-1869TNStarting at €0.00
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Spreadsheets or Michelangelo: Going Back to School - Teaching Note
Fairchild, Gregory B.; Fairchild, Tierney; Black, Christina; Jones, Liz IvaniwTeaching Note DARDEN-F-1874TN-EFinanceTeaching note for product F-1874Starting at €0.00
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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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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