Ivey Business School (Canada)
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The Ombudsman: Examining Portfolio Risk in Troubled Times (B)
Chuck GraceCase IVEY-9B14N026-EFinanceSupplement to 9B14N023.Starting at €5.74
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TRIAS: Decision on Cable Ladder Production
Singfat Chu; Leo HermantoCase IVEY-9B16E002-ECorporate Governance, StrategyIn July 2015, PT Trias Indra Saputra (TRIAS), Indonesia’s leading welded cable ladder producer, had just won its largest-ever tender bid. The news could get even better if it adopted alternative materials that were potentially more profitable. The production director was tasked with weighing whether TRIAS should fulfill the tender using its traditional supplier or the new materials. While more expensive, the new materials would cut out several pr...Starting at €8.20
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LUX* Resorts & Hotels: Optimal Room Mix Marketing Decisions
Singfat Chu; Nitesh PandeyCase IVEY-9B17E004-ECorporate Governance, StrategyIn early 2016, LUX* Resorts & Hotels, a hotel group headquartered in Mauritius, needed to determine the room mix to sell to foreign guests to achieve a specific earnings target. The hotel group also intended to sell some of the remaining rooms to local residents at affordable (discounted) prices. The objective was to maximize the revenue stream to finance local corporate social responsibility projects. The case highlights the practical use of Mic...Starting at €8.20
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EU Holidays
Yew Hoong Wong; Singfat ChuCase IVEY-9B13E003-ECorporate Governance, Entrepreneurship, Service and Operations Management, StrategyThe profit margin for the travel agency industry in Singapore, which mostly offered travel packages to Asia and Europe, was very thin. An up-and-coming travel agency faced the dilemma of offering maximum customer satisfaction while keeping its operating cost (e.g., fees for its tour guides) low. Rather than simply assigning travel guides to tours by trial and error, a director of the travel agency decided to use an optimization template. This cas...Starting at €8.20
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Duckworth Asset Management Inc.
Chuck GraceCase IVEY-9B09N021-EFinanceIn October 2008, the manager of client services at Duckworth Asset Management Inc. (Duckworth), an investment firm headquartered in St. John's, Newfoundland, was preparing for a briefing with Duckworth's vice-president of investments. The vice-president had been fielding several phone calls in the past few weeks, all from clients concerned about the significant drop in global financial markets. Since its June 2008 peak, Canada's S&P/TSX had dropp...Starting at €8.20
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Powershares Exchange-Traded Funds
Chuck Grace; Samir Haji RemtullaCase IVEY-9B10N020-EFinanceIn early January, 2009 the president of Invesco Trimark Ltd. (Invesco Trimark) was optimistic about the year ahead, particularly when compared to the perfect storm of 2008. That year saw global investment markets in turmoil, and Invesco Trimark's mutual fund assets had plummeted to almost half its value. The president and his team had spent nearly a year working and re-working a new product launch and by 2009 thought they had developed a unique a...Starting at €8.20
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Mary Spencer's Personal Financial Plan
Chuck GraceCase IVEY-9B12N012-EFinanceMary Spencer was putting the final touches on her personal financial plan before graduating from the Richard Ivey School of Business HBA program in spring 2012. Generally, Mary was happy with her plan. Her goals, investment policy statement, and financial budget all made perfect sense to her. However, she kept returning to one number — a 43 per cent tax rate! It did not seem fair that just when she started to make some serious income, she would h...Starting at €8.20
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Malvern's Investment Advisor of the Year
Chuck GraceCase IVEY-9B14N022-EFinanceThe managing partner for Malvern Investment Services was faced with a dilemma. In two weeks, she would be hosting the firm’s annual conference and would be announcing the Investment Advisor of the Year. Having narrowed down the list to four finalists she now had to make the final decision. This was her first conference as the managing partner and she knew that every announcement, presentation and interaction she had with her partners and staff wo...Starting at €8.20
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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
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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