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商品編號: 9-211-005 出版日期: 2010/09/07 作者姓名: Viceira, Luis M.;De Armas, Ricardo 商品類別: Finance 商品規格: 30p 再版日期: 2012/05/15 地域: Massachusetts 產業: 個案年度: 2010 -
商品敘述:
Windward Investment Management has experienced rapid growth in assets under management in just ten years, from under $30 million at year end 1999 to $3.6 billion in 2010. Windward is one of the leading firms in the Registered Investment Advisor (RIA) industry that seeks to value for its investors through asset diversification and active macro-level investing. The firm implements its proprietary investment model by trading exclusively exchange traded funds (ETF). Windward is considering a range of future growth opportunities and how to finance those opportunities, including raising external capital. The case focuses on the decision of what opportunities Windward should consider and on the valuation of the firm if it decides to raise external capital.
涵蓋領域:
Asset management;Fixed income securities;Personal finance;Risk management
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