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Learning objectives
Consider different types of investors with different risk preferences and
how their investments differ as a result
Examine how different mutual fund investments might allow individual
investors to invest in portfolios otherwise not within their reach.
Understand how fund performance is estimated and the caveats
associated with a focus on returns without taking into account the risks
associated with generating them.
Be capable of determining the best risk-adjusted measure of return for
a particular investment.
Case Synopsis
This case centres around Zeus Asset Management Inc. Zeus is an
asset management firm with both individual (high net worth) investors
and institutional investors. Zeus is known for its relationship-orientated
client services and has a conservative, risk-averse quality-oriented
approach to investment management. Given their diverse client base
and their individual needs, Zeus is interested in improving their
measures of fund performance, which to date has consisted mainly of
holding period and benchmarked returns. Zeus is particularly interested
in obtaining risk-adjusted return measures.
Sample Template
Key points facts and problems:
1. What are the problems and the key issues that arise
2. Address the given discussion points or questions
3. Conclusions and recommendations if any
Do Not use a Q and A answer format : make this a business type briefing
Avoid restating what is already in the case