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Delivering unified managed account optimization at scale.
With over 5,000 advisors our client needed a tax-aware optimization engine that could quickly rebalance millions of accounts with specific asset allocations tied to client risk tolerance or goals.
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Climate transition indices launched with willis towers watson.
The STOXX Willis Towers Watson Climate Transition indices were developed in close collaboration with Willis Towers Watson (WTW) incorporating their proprietary Climate Transition Value at Risk (CTVaR) data.
Customized sustainable climate indices created for Northern Trust’s FlexShares
We designed four indices that integrate FlexShares’ proprietary ESG and factor scores. The indices aim to capture the excess returns associated to factors such as quality, low volatility and dividend yield while adjusting for sector, region, country and security-level biases.
Developing an ESG enhanced version of DAX for BlackRock
The DAX ESG Target index was developed in collaboration with BlackRock, the world’s largest asset management firm. The index combines a tracking error target relative to the parent DAX index with ESG filters and carbon reduction targets. ESG data is provided by Sustainalytics.
“Layered” Approach to ESG Results in Innovative Responsible Indices for APG
We devised a series of co-branded indices that offer investors a spectrum of strategy tools and specific optionality, and gave our client flexibility, full support in index management, and the objectivity of a third-party index provider
Flexiblity for Asset Owner Portfolios: iSTOXX MUTB Index Series
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Manage and hedge portfolio with listed derivatives on esg benchmark indices.
When a large Scandinavian asset manager extended its responsible principles to all investment instruments, it left its trading arm with no listed derivatives to manage flows and risk in equity portfolios
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Building alternative strategies with a flexible portfolio risk management system.
A mid-size hedge fund was in search of a more robust and flexible enterprise risk management system to handle their sophisticated alternative strategies with timely and responsive risk analytics interoperable with their existing technology stack
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US-based wealth manager uses our scalable tax-optimization solution to efficiently rebalance hundreds of thousands of taxable accounts against a backdrop of direct indexing and unrelenting fees pressures
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Established Finnish fundamental asset manager turns to cloud-based solutions to expand into quantitative strategies
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Leading European asset manager pursues their ambitious growth plans with our sophisticated cross-asset risk analytics
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Amanote Research
Investment risk management and a case study, doi 10.2991/saeme-17.2017.64.
Available in full text
January 1, 2017
Atlantis Press
Related search
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FEATURED CASE STUDIES
Guazi: Driving home a treasury framework fit for purpose
Meituan-Dianping: A unicorn’s path to achieve world-class treasury
All case studies, vertex pharmaceuticals.
Vertex Pharmaceuticals transforms its investment processes with Morgan Money.
Kulicke & Soffa
Kulicke & Soffa meets strong risk management standard with MORGAN MONEY’s cash optimizer.
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Harnessing the Power of Technology. Nigeria LNG transforms Money Market Fund investments with MORGAN MONEY.
Micro Focus
Short-term AAA-rated money market funds provide short-term investment opportunities for divestment proceeds.
Liquidity and security over yield deliver investment benefits to NIO
Active Super (previously known as Local Government Super)
Prioritizing cash management at scale, Active Super (previously known as Local Government Super), an Australian superannuation fund, found “operational alpha”.
Guazi’s rapid expansion created a cash placement challenge for the treasury function. Its operating cash was unpredictable, whilst its liquidity needs were extremely high.
Meituan-Dianping
Meituan-Dianping, a growing unicorn, had a major challenge to accurately forecast its cash flow beyond three months.
Alkane Resources
Like many others in the sector, Australian mining company Alkane Resources has to set aside a portion of surplus cash to cover any unexpected costs or delays.
NTUC Income
Singapore-based insurance provider NTUC Income had always handled its investments entirely through its internal portfolio management team.
J.P. Morgan liquidity solutions help solve SEEK employment marketplace build up of surplus cash.
The challenge: a solution that delivers increased returns for onshore and offshore cash holdings.
AstraZeneca
J.P. Morgan Global Liquidity provided a successful short-term investment solution to AstraZeneca, a global science-led biopharmaceutical company.
Recruit Holdings
As the business has grown globally, liquidity and cash positions outside of Japan have expanded, creating foreign exchange (FX) exposure.
The challenge: to assess the optimal level of liquidity required to ensure John Lewis Partnership has continued financial sustainability.
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Cash investment policy statement
How to write an investment policy statement for your organization.
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IMAGES
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Many cases require rigorous financial and investment analysis, building on and extending skills acquired in first year finance courses. Cases are taught in a range of courses including Investing in the 21st Century: Risk, Return and Impact, Re-Imagining Capitalism: Big Business and Big Problems, Business at the Base of the Pyramid, Investing in ...
CASE STUDY: INVESTMENT MANAGEMENT FIRM TRANSFORMS PORTFOLIO MANAGEMENT TO MAKE TRADING DECISIONS IN REAL TIME 2. 3 SOLUTION Employing their Rapid Alignment, Design and Development (RADD) methodology, Janeiro Digital investigated how to re-platform the firm's vital RMS legacy system. The initial Rapid Alignment (RA) phase was completed in just ...
The Morgan Stanley Global Impact Funding Trust, Inc. ("MS GIFT, Inc.") is an organization described in Section 501(c) (3) of the Internal Revenue Code of 1986, as amended that sponsors a donor advised fund program. MS Global Impact Funding Trust ("MS GIFT") is a donor-advised fund.
The company's revenue in 2015 is 70% of its synthetic competitor and the net income is $2.4 millions negative. in contrast to $11.6 billion for the synthetic competitor. By 2025, the forecast for ...
We designed four indices that integrate FlexShares' proprietary ESG and factor scores. The indices aim to capture the excess returns associated to factors such as quality, low volatility and dividend yield while adjusting for sector, region, country and security-level biases.
An Investment Analysis Case Study This case is a group project that is due on April 1, before class at 10.30. Stating the obvious: Each group will turn in one report (sounds obvious, but might as well make it explicit) electronically (as a pdf file). While you should include your cash flows tables in your report, you don't have to attach your ...
Case Study #1 CASH FLOW AND THE INVESTMENT DECISION. $28,000,000 $84,000,000 CASH AND INVESTMENTS 5 CASH INVESTMENTS. 0.07% National Average Deposit rate Source: FDIC as of 5/16/2022 6- ... A WHOLLY OWNED subsidiary of Meeder Investment Management, A registered investment adviser with the Securities and Exchange Commission (SEC) under the ...
An Investment Analysis Case Study: Nike. This case is a group project that is due on March 28 just before class begins at 10.30. Format: Each group will turn in one report (sounds obvious, but might as well make it explicit). Each report should have a cover page that contains the following - the names of the group members in alphabetical ...
2 just good performance but schmoozing, frequent discussion of investment strategies, and other forms of hand holding.1 In the following pages, SCLC offers a view of portfolio design and management that is more prudent than
Individual Investor. John Mesa, CFA, is a portfolio manager in the Trust Department of BigBanc. Mesa has been asked to review the investment portfolios of Robert and Mary Smith, a retired couple and potential clients. Previously, the Smiths had been working with another financial advisor, WealthMax Financial Consultants (WFC).
The Solution. This paper focuses on recent events within CH2M, and what the Transportation business did as a result of new leadership being put in place, the transition for which started in 2011. CH2M took the following steps to strengthen its portfolio: Diversification strategy: The 2008 global economic recession led the company to a ...
Investment Analysis and Portfolio Management (As per the Revised Syllabus 2016 - 17 of Mumbai University for T.Y.BMS, Semester - V) ... Case Study 15 Marks. Contents 1. Introduction to Investment 1 - 6 2. Investment Avenues 7 - 30 3. Capital Market in India 31 - 40 4. Risk and Return Relationship 41 - 62
In this case study, we worked closely with the firm to understand both their business and client requirements. ... Brooks Macdonald Group plc, through its various subsidiaries, provides leading investment management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, had Funds ...
A Handbook of Case Studies in Finance 5 research development projects are worth the funding of cash through the firm's capitalization structure (debt, equity or retained earnings).
The aim of this paper was to examine the life cycle costing for R&D investment appraisal. A case study was realised in a private SME company for the R&D project of the bumblebee laboratory ...
national investment case, including a step-by-step guide on: z How to prepare for the investment case z How to estimate the cost of the investment using standardized tools z How to develop investment scenarios to determine the scale of the impact that can be attributed to the investment z How to frame the investment angle
Investment Risk Management and a Case Study doi 10.2991/saeme-17.2017.64. Full Text Open PDF Abstract. Available in full text. Date. January 1, 2017. Authors Linhui Sheng. Publisher. Atlantis Press. Related search. Market Timing, Investment, and Risk Management SSRN Electronic Journal. 2012 English.
Distribution: J.P. Morgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRA.
3. Development of Investment Risk Management Tools. Risk management tool measurement analysis is to establish a variety of analysis models, analyzing the uncertain factors that affect the fluctuation of asset price. So that it can improve the risk in the controllable range, and control the possible risk of loss.
Investment Management Case Study Pdf. 368. Customer Reviews. 1 (888)814-4206 1 (888)499-5521. 407. Customer Reviews.