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8 items were found using the following search criteria
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Portfolio Selection and the Capital Asset Pricing Model
Lipson, Marc L.Technical Note DARDEN-F-1604-EFinanceIn the context of determining an optimal portfolio to recommend to two hypothetical investors, this structured analysis leads students through a series of steps examining return data for three stocks. The analysis first explores the effects of portfolio formation on returns and volatility. With the addition of a market index and a bond portfolio, students easily recognize how portfolios from these to investment vehicles may be optimal. The analys...Starting at €8.20
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The Strategic Investor Takes the Driver's Seat
Puempin, Cuno; Liechtenstein, Heinrich; Hashemi, Fariba; Hashemi, BrianArticle ART-2455-EFinance, StrategyStrategy, whether for business, the military or politics, involves the optimal use and deployment of resources in order to achieve an objective. The authors apply the principles of strategic management to investment in order to create wealth. Their recommendations are based on their research and practical experiences of investment, as well as interviews with successful private investors and family wealth managers, summarized in their forthcoming ...Starting at €8.20
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Want to Innovate? Then Act Like a Start-up
Dávila Parra, Antonio; Epstein, Marc J.Article ART-2593-EEntrepreneurship, Innovation and ChangeIt is wrong to assume that established companies cannot beat start-ups at breakthrough innovation. Many companies weaken their breakthrough innovation abilities by focusing on execution and the incremental innovation that goes with that. Drawing on insights from their new book, The Innovation Paradox, the authors highlight how established companies can change the rules of the game and master breakthrough as well as incremental innovation. ...Starting at €8.20
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Paths to Keep Wealth in Family Hands
Roure Alomar, Juan; Segurado Llorente, Juan LuisArticle ART-2596-ECorporate Governance, EntrepreneurshipSince the onset of the global financial crisis, there has been a surge of interest among family businesses in the activities of family offices -- special entities designed to manage and administer a family's portfolio of investments, while also making sure that future wealth-creation activities happen in sustainable ways for generations to come. With the combined wealth of the 50 largest family offices representing nearly $1 trillion, family busi...Starting at €8.20
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Portfolio Diversification Enigma
Varun DawarCase IVEY-9B14N031-EFinance, StrategyIn early January 2013, a product manager with one of the leading insurance companies in Delhi, India, sat in his home office and pondered the strategy he had followed for his personal investment portfolio over the last three years. He was worried that talk of tapering off the U.S. Federal Reserve’s Quantitative Easing Program, undertaken in the aftermath of the 2008 global financial crisis, and the Indian general elections in May 2014 might affec...Starting at €8.20
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Oliver Conti - A Dream With a Glow
Oliver, Xavier; Fang, David; de Toro, Juan ManuelCase M-1327-EMarketing, Strategy"I need a game-changer," said Xavier. "Something to put Oliver Conti at the top of everyone's list. We're facing challenges at every step, and after 20 years a winery like ours should be seeing an annual profit of at least 250,000?. We've cut our costs to the absolute minimum, so we need to think of another way. Oliver Conti follows Dalí's example. We are inventors, so let's try to explore something new."Starting at €8.20
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CalPERS Absolute Return Strategies: Hedge Fund Risk and Return
Evans, Richard B.; Geissenhainer, JosephCase DARDEN-F-1735-EFinanceThis case is suitable for students in both undergraduate and MBA-level investments courses. With an estimated $3 trillion in assets under management, hedge funds have become an important component of many institutional investors' portfolios. For many of these investors, investments in these funds are motivated by the potential for diversification combined with "equity-like returns" and "bond-like risk." At the same time, the difficulty of appropr...Starting at €8.20
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Modern Portfolio Theory: Essential Concepts and Messages
Estrada, JavierTechnical Note FN-640-EFinanceThis note briefly summarizes the basic intuition and most important implications of Modern Portfolio Theory. It focuses on the equilibrium at the heart of the theory and discusses how this equilibrium is obtained, why it is important, and its essential implications. It also discusses the impact this equilibrium has had on financial practice. The discussion stresses the intuition behind the theory; a sketch of the formal background is relegated to...Starting at €8.20