A portfolio tactician working at Pegasus Pension Fund checked a research study that had evaluations and estimations on international tactical asset allocation, which a coworker forwarded to him. The president of the Pegasus Pension Fund had lately become concerned with the shrinking surplus of the fund and had given a directive to the portfolio strategist to investigate new strategies that could enhance the fund's performance.
He thought that embracing a global equity investment strategy might be appropriate for improving the fund’s operation. He was scheduled to make a presentation affecting international tactical asset allocation, risks, and possible launch of one such strategy: the merits the following week to the President.
Publication Date: 03/25/1996
This is just an excerpt. This case is about Finance, International