FINANCE & ACCOUNTINGHaving identified his "needs and visions," Paul Schroder needed to ascertain what to do next. Keeping emotions aside, he was required to identify the optimum options to come up with the required amounts of liquidity in the right times.
He seen his company, Journey Imagination, as the key to his aims as Schroder thought through the issues. He could continue to manage and own the business, but he was concerned about the concentration and unpredictability in his portfolio of this asset. While he was certain that the Internet challenge could be triumphant encountered by the direct mail business, he was concerned that he may be wrong, and that he had exposed his family to too much risk.
He knew that he had too much wealth concentrated in this one business, and terrible things can occur to good businesses. His future support because of his daughter Emily depended on it. This case describes a hypothetical investor confronted with the challenges of asset allocation, diversification, family organizations, the risks and leverage.
Schroder Family (B) Investment Strategy and Asset Allocation case study solution
PUBLICATION DATE: October 11, 2013 PRODUCT #: F306B-PDF-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
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