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商品編號： 9-297-089 出版日期： 1997/02/17 作者姓名： Moel, Alberto;Merton, Robert C. 商品類別： Finance 商品規格： 25p 再版日期： 1998/03/13 地域： 產業： Financial service sector;Business consulting services 個案年度： 1997 - 1997
商品敘述：
In early 1997, Smith Breeden Associates, a money management and consulting firm, was pondering the future of the Equity Plus Fund. The Equity Plus Fund was an S&P enhanced-index fund that tried to outperform the S&P Index by replicating the index using low-cost derivative strategies and investing the remaining cash in a hedged portfolio of mortgage-backed securities. The fund had performed well since inception, with an annualized total return above that of the S&P Index. However, this performance had not resulted in significant growth of the fund''s assets. With its performance record, Smith Breeden had a number of options. It could market the fund more aggressively, it could offer other sector-specific funds, or it could set up an enhanced index fund based on an international stock-market index.
涵蓋領域：
Financial markets;Asset management;Financial strategy;Portfolio management;Fixed income securities;Marketing
相關資料：
Spreadsheet Supplement, (XLS768), 0p, by Robert C. Merton, Alberto Moel
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