Default Category
-
High-Impact Wealth Management: Tom and Deena Li Plan for Retirement
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N028-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies. Also refer to 9B16N029.Starting at €8.20
-
Jenny and Andrew Pick an Advisor
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N041-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover alStarting at €8.20
-
High-Impact Wealth Management: Jenny and Andrew Confront Mortality
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N043-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies. Also refer to 9B16N044.Starting at €8.20
-
IA Clarington: Target Click Funds
Chuck Grace; James A. Erskine; Michiel R. LeendersCase IVEY-9B09N022-EFinanceIn October 2008, the senior vice-president for product and business development at IA Clarington (IAC), a life and health insurance company, was preparing for a meeting with the president of IAC. The topic of discussion would be IAC's Target Click Fund, a mutual fund with an options-based guarantee structure targeted towards investors who were looking for growth along with capital preservation. The vice-president had been asked to render his opin...Starting at €8.20
-
High-Impact Wealth Management: Andrew Does the Math
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N026-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies. Also refer to 9B16N027.Starting at €8.20
-
Andrew Takes Shelter
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N035-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover alStarting at €8.20
-
Jenny's Investment Choices
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N037-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover alStarting at €8.20
-
High-Impact Wealth Management: Andrew Puts A Ring On It
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N045-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies.Starting at €8.20
-
To Buy or Not To Buy
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N046-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies.Starting at €8.20
-
Lockhurst Hotels International (Spanish version)
Michiel R. LeendersCase IVEY-9A83DS04Service and Operations ManagementEl vicepresidente de las operaciones canadienses de Lockhurst Hotels International enfrenta la siguiente situación: el director de las operaciones en Ontario había recibido una oferta de trabajo con otra cadena de hoteles con un salario anual de U$15,000 sobre su sueldo actual. El vicepresidente se pregunta que acción, si alguna, debe tomar.Starting at €8.20