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Case study: Investemnt management - Essay Example

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Case study: Investemnt management

New clients and contracts were made to Beta Management which meant more money from existing clients as well as the incoming clients. One of her strategies was to expand the business by the end of 1991 from the new profits that she made from the new clients and the extra money she was getting from her existing and loyal clients. In order to succeed with that thought, she inquired from the small business around her and hoped that the idea would bring in more assets and less loses. The strategy was a good move as it allowed her to have more clients as well as giving back to the society /community by employing more people. With a bigger business, it gives an opening for more opportunities as well as profit maximization to the business. Though it can be more advantageous the strategy can also have negative impacts as it can easily fail bringing loses to the business. To expand a business it requires so much input to the same and it can be overwhelming to the employer and the employee leading to its termination before it gets a good foundation. The strategy however is a good element for a business as it gives clients a variety of things and services to benefit from. Sarah however had other alternatives other than expanding her business. She would have gotten more employees with better marketing skills to ensure that more people were aware of her products and services. This would mean more new clients, more contracts and even more profits to her business. Sarah would also have thought of opening more branches of Beta Management outside Boston suburb. This would have assisted with company’s popularity as well as its brand making. In order to add clients or customers value in her business, she was supposed to do some things that were different from her competitors that were supposed to benefit both her and the clients. She needed to have her clients loyalty to her services and products and to do this she was supposed to prioritize the quality of her business to the quantity of what she was doing. This would defiantly assist her win against the competitors in both short and long run which will ensure steady clients commitment, more clients joining the business as well as more profits over the years. Sarah’s New Year’s resolution was considering a new strategy was to look at some persons stocks to see if they would purchase some of the Beta equity portfolio. This was as results of losing some of her potential clients in the previous years to the competitors as the new clients found it a usual that the business never picked its own stock and was only using an index mutual fund. With this decision she would not have to compete with larger analyst instead she would concentrate on smaller stocks. Sarah was also debating on increasing the fraction of beta assets in equities as the market in 1991 looked good and promising for her business venture. The two decisions would affect her risk performance and portfolio as they would increase Beta equity exposure to 80%. This was the new analyst statistics from the stocks they recommended but the stock prices were unreasonably low compared to what was expected. A momentum investment is where the trend exists and they persist for a period before going away, example is purchasing the previous year highest stocks and ...Show more


Name: ID: Seminar Class Code: Class Time: Lecturer’s Name: Assignment: CASE STUDY: INVESTMENT MANAGEMENT 20th August 2012 Table of Contents Background of California R.E.I.T. and Brown Group, Inc 4 Return and Risk 5 Portfolio Standard Deviation 5 Regression 9 SPC Regression Output 9 SPB Regression Output 9 Appendix 10 Sarah Wolfe was the founder and the CEO of a small management company referred to as Beta Management in the Boston suburb, which was founded in 1988…
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Case study: Investemnt management
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