In October 2008, the supervisor of the client services at Duckworth Asset Management Inc. (Duckworth), a venture firm headquartered in St. John's, Newfoundland, was organizing for a seminar with Duckworth's vice-president of savings. The vice-president had been fielding numerous phone calls in the precedent few weeks, all from clients worried about the major drop in global financial markets.
Ever since its June 2008 peak, Canada's S&P/TSX had fell 33 per cent - one of the quickest market corrections in history. One customer in particular - the Canadian Swimming Scholarship Foundation (CSSF) - had asked for a meeting with the vice president regarding substitute savings. The CSSF had heard from another establishment that market neutral strategy could assist them manage the precariousness they were experience with their current property. The vice president had requested the client services manager to prepare a recommendation on if a market neutral strategy may help reduce total portfolio vulnerability and the best way to best clarify occasions in the present marketplace, the concept of investment risk.
PUBLICATION DATE: October 06, 2009 PRODUCT #: 909N21-PDF-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
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