Duckworth Asset Management Inc. Harvard Case Solution & Analysis

In October 2008, the manager of client services at the Duckworth Asset Management Inc (Duckworth), an investment company with headquarters in St. John's, Newfoundland, is preparing for a briefing with Duckworth, vice president of investments. Vice-president was fielding a few phone calls in the last few weeks, all of the customer is concerned about a drop in world financial markets. Since June 2008 peak, S Canada and the P / TSX fell 33 percent - one of the fastest in the history of a market correction. One client in particular - Canadian Scholarship Foundation Pool (CSSF) - asked for a meeting with the vice president for alternative investments. CSSF heard from a friend that the basis of market neutral strategies to help them manage the volatility they are experiencing with their current holdings. Vice President asked the customer services manager to make recommendations on how best to explain the events in the current market, the concept of investment risk and, if market-neutral strategy could help reduce the vulnerability of the overall portfolio. "Hide
by Chuck Grace Source: Richard Ivey School of Business Foundation 7 pages. Publication Date: 06 October 2009. Prod. #: 909N21-PDF-ENG

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