After a two-year absence from the financial sector, Tom Henne assessed his options and decided that he could manipulate his knowledge of the inner workings of pension fund company and begin a fresh firm, Equinox Asset Management (Equinox).
Despite a recent post that decried the ability of pension funds to supply yields that did no more than reflect the average index, Henne considered his fund could conquer the marketplace or realize alpha. He proposed that this success could be identified as the Equinox fund in a number of ways from the well and generally large -branded funds of banks and insurance providers.
Thinking he had significant time Henne was surprised to receive a phone call from a local company needing him to do a demo on Equinox at their offices. Henne had just one week to decide the size of his fund, finalize his fee construction, identify marketing strategy and his positioning, and assess an appropriate customer base. But first and foremost, he wondered whether the idea because of his fund was not even implausible.
PUBLICATION DATE: May 30, 2011 PRODUCT #: W11369-HCB-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
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