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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
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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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Una introducción a la programación lineal
Andreu i Civit, RafaelTechnical Note TMN-190Decision Analysis, Finance, Service and Operations ManagementLa nota presenta los conceptos fundamentales de programación lineal, sin poner ningún énfasis en los algoritmos de resolución de programas lineales. El enfoque es aplicado, y los conceptos se presentan desde el principio en el contexto de un ejemplo sencillo. Se incluye al final una sesión de trabajo con el paquete de software disponible en el IESE para resolver programas lineales.Starting at €8.20
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Pleito por un contrato de leasing (A)
Fernández, Pablo; Andreu i Civit, RafaelCase F-617FinanceEl caso presenta un contrato de leasing. El tomador del contrato deja de pagar en un momento dado y la empresa de leasing le demanda. Se pide al alumno que ayude al juez a: 1)Valorar la cantidad exigida por la empresa de leasing. 2)Determinar el ?pago justo? para resolver el pleito. Para ambas preguntas, el alumno deberá utilizar y profundizar en el concepto de valor actual neto. El caso también ayuda a comprender los contratos de leasing.Starting at €8.20